If you are a councillor who will be involved in assisting your Responsible Financial Officer (RFO) with preparing your council's budget then this course is for you. 

Course content​
  • When to start the budget-setting process

  • The role of the RFO and councillors in preparation of the budget

  • How to go about preparing the budget and setting the precept

  • Budget monitoring

  • The importance of internal controls and a councillor's role in this process


The tutor is an experienced, practising Clerk/RFO with many years of successfully managing council budgets.

When & where

This course was last held on 15 October 2020.  Please contact us if you would like to join the waiting list for the next course.



20% discount for NPTS subscribers: £36


This course received a 99% satisfaction rating from the course held in October 2020.


Julie King


Course fee includes a course handout and a certificate.


Attendees can gain 1 CPD point from attending this course.

Details of our booking process, payment and cancellation policy can be found on the Training page.

Comments from October 2020 attendees:

Brilliant!  Every clerk needs to go on this course as they will be guaranteed to pick up something new.  So many helpful hints and tips; I am actually looking forward to refreshing my budgets at all my councils!  Sara delivered the course at a great pace, the small number of attendees meant that you had opportunity to ask questions and Sara was able to demonstrate the answer using a live spreadsheet.

Very useful to refresh methods and ways of presenting budgets, even though councils all have their own foibles!

Brilliant session with lots to think about considering it was virtual I would definitely recommend.

Excellent content and very informative

Really useful and informative.  Very helpful.

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