Preparing a budget is one of the most important pieces of work a Responsible Financial Officer (RFO) does. You've been through the process before but you want some formal training to help you to improve what you present to your council.
As part of the course we'll give you a template Excel spreadsheet to help you to present your budget clearly.  
This course is recommended for RFOs who work for small to medium-sized councils who plan to use spreadsheets to create their council's next budget.  

Course content​
  • The role of the RFO and councillors in preparation of the budget

  • Sharing ideas on what attendees have prepared in previous years

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

  • Budget monitoring

  • The importance of internal controls and how to improve your council's internal control process

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

When & where

Tuesday 3 November 2020 from 10.30 am - 1 pm held online


£55 includes 3 months of after-course support to help you with your budgeting questions

20% discount for NPTS subscribers: £44


This course is new for 2020.


Sara Campbell


Course fee includes a course handout, a spreadsheet template 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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