Financial Management and Planning

Would you like to know more about finance to broaden your perspective?

Got an idea but not sure how to evaluate its financial viability?

Need to secure funding to start something new and not sure where to begin?

Our course will demystify finance and provide you with the practical understanding and tools to help you manage and plan finances effectively. In addition, your new knowledge and skills will help you get more from your interactions with finance professionals like your bookkeeper, accountant or bank.

This course is for people with no formal finance training who are interested in learning more about managing and planning finances.

Whether you are involved in a business, charity, or another organisation, the difference between income and expenditure as well as the cash position will inform decision making and determine long term sustainability and success. Knowing how to prepare and read a budget, monitor progress and work with finance professionals will be essential for making the success happen.

This financial management and planning course includes a one hour meeting with an advisor to relate the content to you and your organisation.

About Our Course

This financial management and planning course includes a one-hour meeting with an advisor to relate the content to you and your organisation.

This comprehensive course covers all aspects of finance from counting the beans to the funding options available to you. We’ll explain how to monitor financial performance and the information and insight you need to make informed decisions, all in a context of good governance.

You’ll gain an understanding of the key roles and responsibilities of those working on finance like your bookkeeper, Finance Manager and the Board. We’ll also explore the tools of the trade such as spreadsheets and accounting packages.

This course offers a focused and interactive learning experience, making financial principles and best practices easily accessible. Breakout and networking sessions will be used to share ideas and ask questions.

Our expert trainer will bring real-world experience from managing finances in various settings, including start-ups, established businesses, social enterprises, and charities.

What we will cover

Topics include:

Understanding what the key financial reports tell us
Assessing financial viability
Preparing a budget, monitoring financial performance
Pricing strategy, knowing and controlling costs
Tax and legal compliance
Key roles and responsibilities

The course includes a one-hour meeting with an advisor.

Price £150 plus VAT

What Our Customers Say

It was hugely encouraging to work with an advisor who both understands the values that we aspire to as an organisation, and also offers concrete recommendations, based upon practical experience, to enable us to be more effective as a board and as an organisation.

Excellent sessions, engaging and useful to my job role. Thank you!

A competent and experienced facilitator who was able to get the best from those taking part. It was an easy decision to invite Fresh Management Solutions back to facilitate this next session. Would recommend them very highly to others looking to develop their business.

The ways in which the training made me think about different frameworks for planning, decision-making and monitoring projects will undoubtedly be useful in the future. Getting a professional qualification is a really nice bonus as it shows that the training was leading towards something in the short-term.

Very well delivered with a good amount of discussion and content. Very useful for my area of practice and throughout I could link the content to my work area.