This course equips non-financial managers in the not-for-profit sector with the practical financial literacy needed to drive mission impact through sound fiscal stewardship. Delegates will gain confidence in interpreting financial statements, managing diverse funding streams, and aligning budgeting decisions with social outcomes — ensuring compliance, sustainability, and donor trust. By mastering cost allocation, cash flow forecasting, and financial storytelling, participants will transform numbers into strategic tools that strengthen organisational resilience and amplify impact. Ultimately, this training empowers leaders to make informed, accountable decisions that protect both financial health and social purpose.
What if your numbers could tell your story — and move people to act?
This one day course gives non-financial managers in the not-for-profit sector the confidence to read financial statements, manage funding streams, and align budgets with real social impact.
You’ll learn how to allocate costs properly, forecast cash flow with clarity, and turn financial data into a tool for stronger decisions — protecting both your mission and your money.
Gain practical skills to ensure compliance, build donor trust, and strengthen organisational resilience — all in just one day.
Available as an open course, closed group session, or one to one coaching, it counts towards six CPD hours.
To find out more, contact us at lets talk at e q v dot co dot uk.
Counts towards 6 CPD Hours1 Day9:00 - 5:00 for GroupsOpen Public & Closed Group
Please reflect on one or more of the questions below and come prepared to discuss your responses during the session.
Self-Assessment: On a scale of 1–10, how would you rate your current skill level in this subject? What factors influenced your rating?
Development Focus: Identify one specific behaviour, skill, or capability you would like to improve or develop further.
Relevant Examples: If possible, bring one or two relevant examples or scenarios from your experience that you would be willing to share with the group.
What You Will Learn
Define the purpose of cost centres and link them to specific social impact deliverables
Distinguish between restricted, unrestricted, and endowment funds to ensure compliance
Apply the 5-step NFP budgeting model including overhead recovery and income diversification
Calculate the true cost of staffing including NI, pension, recruitment, and redundancy risks
Analyse monthly variance reports using the Volume, Price, and Efficiency framework
Execute expenditure approval processes using Delegation of Authority matrices
Construct financial narratives for donor reports that align numbers with mission outcomes
Your Post-Course Challenge
Within 30 days, apply the 5-Step Budgeting Model to a current or upcoming project.
Review your last monthly report and categorise any variances using the Variance Triangle.
Check your cash flow forecast for the next quarter and identify any potential gaps.
Share your findings and the outcome with your line manager or finance team.
Reflect on how this new approach has changed your confidence in financial decision-making.
Counts Towards 6 CPD Hours
This course contributes 6 hours of Continuing Professional Development. Delegates can log these hours as evidence of structured learning for professional bodies and employers.
This course is designed for managers and leaders working in the not-for-profit sector who need to strengthen their financial literacy and confidence. Whether you are new to financial responsibilities or looking to formalise your existing knowledge, it provides practical tools to support sound financial decision-making in mission-driven organisations.
This course is ideal for:
Programme managers who oversee project budgets and need to align spending with social impact goals
Team leaders responsible for day-to-day financial oversight within their departments
Operations managers seeking to improve cost control and resource allocation across services
Fundraising managers who must demonstrate financial accountability to donors and grant-makers
Finance assistants aiming to progress into managerial roles with greater financial responsibility
Trustees or senior staff in smaller charities who wear multiple hats and need a solid grasp of financial governance
No prior experience needed
No formal finance or accounting background is required to benefit from this course. It is designed to be accessible to professionals from all areas of not-for-profit work, with concepts explained clearly and applied to real-world organisational contexts.
What you will take away
You will leave with increased confidence in interpreting financial information, the ability to contribute meaningfully to budgeting and forecasting discussions, and practical skills to support compliant and transparent financial management. These outcomes will help you strengthen your organisation’s financial resilience and demonstrate impact more effectively to stakeholders.
For Groups & Teams
We can deliver this training session in several ways to suit your organisation’s needs:
Open Public Course
Join delegates from other organisations on a scheduled date
Closed Group
Exclusively for your team, using your real scenarios
In Person
Face-to-face at your premises or a venue of your choice
Virtual
Live, interactive online delivery via Teams or Zoom
One-to-One Coaching
Personalised sessions tailored entirely to you
Have two or more people to train?
You may want to consider a closed group course. Benefits include:
Cost effective for teams
Choose a date to suit you
Customise content and timings
No minimum delegate numbers
Uses your real-world scenarios
Builds shared language in your team
Contact us on [email protected] to discuss specific dates and delivery requirements.
How Our Tutor-Led Courses Are Delivered
Before the day
Delegates are given pre-work to complete before attending. This ensures everyone arrives with relevant context and real scenarios from their own experience, so learning is immediately relevant and actionable from the first minute.
On the day
Our sessions are participative and highly interactive. We don’t do “death by PowerPoint” — instead, the day includes a variety of engaging activities throughout:
Real-world casework using your scenarios
Practical hands-on exercises
Real Play (not role play) simulations
Peer learning and group discussion
Case studies and scenario work
Facilitated discussion and structured reflection
What you leave with
Participants leave with:
Practical tools — frameworks and models you can use straight away
Clear action plans — specific next steps tailored to your role
Greater confidence — built through intensive, realistic practice
Skills you can apply immediately — not theory, but techniques tested during the day
After the day
Post-session measurements and a 30-day challenge ensure that learning is embedded and behaviour change is sustained.
Key Features
Course Duration is 1 Day
Engaging tutor led event
Comprehensive course materials
Certificates of attendance
Access to Customer Portal (course bookers)
Course Guarantee
Priced per delegate per day for open public course
£695.00 Plus VAT
Can’t see a suitable date? Please request a date here
Payment available via all major credit cards or Invoice. All options available during the online booking process.
