Preparing a budget is one of the most important pieces of work a clerk or responsible financial officer has to do. The task can be confusing and daunting but there is a method!

This session provides practical help in turning it into a straight-forward process with lots of useful tips along the way. Hands on preparation of a budget is undertaken in stages during the course as well as discussion on monitoring the budget. 

This course is recommended for all new clerks and deputies/responsible financial officers who work for small to medium-sized councils using either a cashbook or spreadsheets to manage their council's finances.  

For clerks and financial officers who attend the course, there is tutor advice and support offered by email or phone for 3 months following attendance on the course.

Course content


  • Legal background to local council finance

  • The role of the responsible financial officer

  • When to start the budget-setting process

  • How to go about it and who should be involved

  • Identifying the responsibilities of the council

  • Planning for future activities

  • Setting the precept

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

When & where

This course last ran in October 2019. We'll plan further courses in the Autumn of 2020.


£55 includes after-course support for up to 3 months

20% discount for NPTS subscribers: £44


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


Luisa Cantera and Julie King


Course fee includes refreshments, course handouts 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.

Cannot rate this course highly enough, perfect content!

Great and very helpful to me.

Very informative and the timing of the event was spot on.

Very good and informative.  Thank you.

New clerks/financial officers who attended our Autumn 2019 courses

Open discussions, informative and well organised.  

Interesting and useful to do this training with councillors present.

Concise and informative.  Conversation flowed well and all engaged with the topic.

I feel better informed now.

Good.  I felt I learned a lot about the process of budget setting along with who is involved.

Comments from the Thetford Town Council budgeting training held October 2019

Please reload

01603 857004


Site designed and built by