Open Training Courses

These courses are all offered on our Open Training Calendar and most may also be run as an In-house or Group Training event on request.
 

Please click on the course code to see the full course outline.

Code

Course Title

FM1


Practical Financial Management for NGOs: Getting the Basics Right

This 5-day course provides a practical introduction to financial management for managers and finance officers of small to medium sized NGOs.  It covers the building blocks of financial management: keeping accounts, financial planning, internal control and financial monitoring.

 

FM1Fr

 

La Gestion Financière Pratique pour les ONG - Maîtriser les Fondamentaux

Cette formation de 5 jours est une introduction pratique à la gestion financière pour les agents financiers et les cadres des ONG de petite à moyenne taille. Elle couvre les composantes de la gestion financière: tenue de la comptabilité, planification financière, contrôle interne et suivi financier.

FM2

Financial Sustainability Essentials – How to Build a Financing Strategy

This course is for managers of small to medium-sized NGOs who want to develop a plan for their NGO’s financial sustainability. You will learn how to write a financing strategy and to become less dependent on donor funds.

FM2Fr

L’Essentiel de la Pérennité Financière – Comment Élaborer une Stratégie de Financement pour votre ONG

Cette formation est destinée aux dirigeants d’ONG de petite et moyenne taille, qui veulent planifier la pérennité financière de leur ONG. Vous y apprendrez comment élaborer une stratégie de financement et comment devenir moins dépendant du financement des bailleurs.

FM3

Financial Management for Effective Programmes: A Programme Officer's Survival Course

This 2-day course builds the confidence and skills of programme staff to use financial management tools to implement project activities in a cost effective, controlled and accountable way. Course content includes an introduction to the building blocks of financial management; challenges in the field; and financial monitoring. No previous financial management training or experience is required.

FM4

Introduction to Financial Management in the Field

This 2-day course is for accountants based in the Head Offices of international NGOs or those who have little experience of the humanitarian and development sector. It will help accountants transfer their skills to the NGO environment, addresses the challenges and practicalities of accounting in field-based operations and the impact of culture. This course is not suitable for Accountants already working in NGOs in the developing world.

FM5

Financial Management for Effective & Sustainable Programmes: Practical Tools & Strategies for NGOs

This intensive two-week (residential) programme is for managers of small to medium-sized NGOs who are responsible for managing their organisation’s financial resources; and for programme managers in international NGOs who support local partner NGOs.
The course focuses on: good practice in financial management and accountability for effective programmes; managing for financial sustainability; and effective grant management.  

   Download the course brochure here. (PDF file 1.7mb)
 

FM8

Grant Management Essentials: How to Keep Your Donors Happy

This 2-day course is for NGO staff who are new to grant management and responsible for managing donor funds. It includes sessions on responsibilities and routines, assessing and complying with grant terms & conditions, donor reporting and managing relationships.
The course is not suitable for experienced grant managers or those looking for detailed guidance on specific donor rules and regulations. 

FM9

Assessing Partners' Financial Management Capacity

This one-day course is for finance and programme staff in international NGOs who support and assess local partners. Content includes using assessment checklists and tools, interpreting financial information and identifying strategies for strengthening systems.
For those with no previous financial management experience, we recommended the companion course: Financial Management for Effective Programmes: a Programme Officer's Survival Course (FM3).
FM10

How to Make Sense of Partners’ Audited Accounts

This one-day course is designed to help NGO programme staff to read and analyse partners' annual audited accounts and know what follow-up questions to ask. It explains how to make sense of the Balance Sheet and Income & Expenditure Statement, the auditor's report and The Management Letter, to gain a useful insight to a partner's financial status.

TFT1

Training for Finance Trainers: How to Take the Fear out of Finance

This is for finance staff who train others in how to manage finances more effectively. The 4-day course provides an opportunity to design and practice participatory style training, to make finance training more effective and even enjoyable.  The course requires a background in financial management but no previous training experience.

BE2

Budgeting for Project Proposals: How to Write Budgets that Win Funds

This one-day course is for NGO staff who are involved in the preparation of budgets for funding proposals. It is a companion course to Successful Grant Management: How to Keep Your Donors Happy (FM8). The course covers how to prepare a fully costed budget to fit any donor format. It does not cover specific donor formats.
 

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