Are you a new Clerk/Responsible Financial Officer or just wanting some reassurance about your council’s end of year finances?

This course is recommended for clerks with financial responsibilities who work for small to medium-sized councils with budgets up to £100,000.


We aim to provide step-by-step help through the end of year finance process with lots of opportunity for questions in an informal setting.

By the end of this training you will: 

  • understand the importance of timings and how to make life easier for yourself by completing tasks throughout the year

  • be clear about the specific roles/duties of the Responsible Financial Officer, Council Chairperson, Internal and External Auditors

  • understand the importance of the Annual Governance & Accountability Return (AGAR) plus know how to explain variances, prepare a year-end bank reconciliation, know when to sign-off the AGAR and when to advertise electors' rights.

The tutors are experienced clerks with many years of successfully managing council budgets.

When and where

This course last ran in March 2020 in two locations in Norfolk


£55 includes after-course support

20% discount for NPTS subscribers: £44


To be confirmed.


Course fee includes refreshments, course pack and a certificate.


Clerks can gain 1.5 CPD points from attending this course.

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

Incredibly helpful course – very informative and clearly set out with good handouts​.

A Clerk

Very informative, it’s made me feel much more confident about the year-end process and I have easy to follow, step by step instructions to follow.

A Clerk

​This totally hit the spot for me.  Having attended a session from another provider, which was completely chaotic and confusing, this was a breath of fresh air!

A Clerk

Excellent training session – lots covered but really helpful and in good depth​.

A Clerk

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01603 857004


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