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7- 9.30 pm

Preparing a budget is one of the most important pieces of work a Responsible Financial Officer (RFO) does. The task can be confusing and daunting but there is a method!  As part of the course we'll give you a template Excel spreadsheet to help you to present your budget clearly.


Thursday, 20 October 2022


Held online


Sara Campbell


£44 for subscribers | £55 for non-subscribers - includes after-course support

This course is recommended for new Clerks/RFOs who work for small to medium-sized councils.

Course content

  • Legal background to local council finance

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

  • When to start the budget-setting process

  • 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.


We'll email you joining instructions by email ahead of the course.

The satisfaction rating for this course held in 2022 was 100%

Feedback from our most recent budgeting courses:

Excellent! A really interactive and valuable training session, delivered by Sara who as a practicing Clerk is able to pass on lots of valuable practical information.

Excellent thanks, good understanding now of the precept and how to reach the figures.

Fantastic, well thought out, well delivered and friendly. Love these courses! Thank you so much.

The course was well presented and the course tutor has a good knowledge and background in the subject and this was evident in the course given. She was able to draw upon her experience to deliver in a practical manner which was well received. A very helpful course for me as I am new to the role.

Excellent training session, gave a very good covering of the essentials. Great presentation and facilitation, and well managed even though remote delivery. Fantastic support materials and very helpful resources - thank you!

Great session, pitch was just right and got the right level of participation. From a personal level as I already had financial knowledge I found it a little basic - but the session was exactly as it said.

Informative and the templates are very useful moving forward as an example of good practice - thank you.


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