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

Wednesday 4 March 2020 (10 am - 1 pm), Upton Village Hall

Thursday 5 March 2020 (10 am - 1 pm), Swaffham Community Centre


£55 includes after-course support

20% discount for NPTS subscribers: £44


Sara Campbell: Upton

Luisa Cantera: Swaffham


In Spring 2019, the two courses held received a 100% attendee satisfaction rating.


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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