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.  
This course is recommended for new RFOs who work for small to medium-sized councils who plan to use spreadsheets to create their council's next budget.  

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.

When & where

This course last ran in October 2020

If you'd like to attend this course but have missed this date get in touch and we could deliver this training in smaller groups or 1-1


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

20% discount for NPTS subscribers: £44


Average satisfaction rating in 2019 for this course was 99%.


Julie King


Course fee includes a course handout, a template spreadsheet and a certificate.


Clerks 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.

Please reload

01603 857004


Site designed and built by