Financial Training

We have been training schools in financial competences for over 18 years. Below is a list of courses available to all schools. All courses give you the opportunity to share experiences and network.

Financial Responsibilities Training

Introduction to Finance

This is primarily aimed at staff new to a finance role or as a refresher for existing staff. It will include basic accounting principles - with practical examples and exercises to aid the day to day complexities and comply with finance procedure rules. It will also include an overview on the basics of CFR, Contract Procedure Rules and Year End.

Introduction to Finance Procedures, Policies and the Scheme for funding schools

Building on our popular Introduction to Finance, we are now incorporating discussions on Procedures, Policies and the Scheme for funding schools. This is primarily aimed at staff new to a finance role or as a refresher for existing staff. It will aim to give staff an awareness of the financial procedures and rules set out in the scheme for funding schools - with practical examples and exercises to aid the day to day complexities of compliance.

Budget Monitoring

This is aimed at all staff who have a responsibility for budget monitoring in the school as part of their role. The aim is to enable staff to confidently challenge, interpret and report on financial information. It will include a budget monitoring presentation, practical monitoring exercises and reports. It will also cover some of the topics from Introduction to Finance in more depth.

Financial monitoring responsibilities in schools 

Are you responsible for spending decisions within school? . This course is aimed at all staff who have a responsibility for budget monitoring in the school as part of their role. The course will cover roles and responsibilities, financial timetables, recommended regular duties , and the required level of information necessary for governors. The course will provide you with practical tools and tips to assist you in your day to day responsibilities.

Decision Making

The course is aimed at school business managers and members of the senior leadership team who are involved in critical spending decisions within the school, be it that you are involved in the creation of the school development plan or the overall long-term spending decisions required by schools. The session will cover setting budgets, financial implications of actions, decision making, business cases and contract management.

Finance Training Head Teachers

Specifically aimed at new and/or acting head teachers and deputy head teachers. This session will cover an overview of how schools are funded, consideration for compliance with SFVS, understanding Budget statements and Budget monitoring reports, reporting to governors, tools available for budget setting, benchmarking and contract management.

Bespoke Governor Training

Specifically aimed at Governors with a financial responsibility, this evening /daytime course covers budget setting, monitoring a budget, benchmarking aid to decision making, self-assessment of financial responsibility and governance arrangement, approval limits, financial regulations and best practice.


Financial Ledger Training

Following all oracle training you are able to stay and practice either on the test system or on the live system.

ORACLE IPROC

This is primarily aimed at staff with some basic knowledge of IPROC and relatively new to the process of raising orders or as a refresher for existing staff. It will cover the basic principles of raising orders using Oracle IPROC.

ORACLE AP & AR

This is primarily aimed at staff with some basic knowledge of Oracle and relatively new to the new staff to process inputting supplier invoices and creating customer invoices or as a refresher for existing staff. It will cover the basic principles of processing Invoices.

ORACLE General Ledger Journals

This is primarily aimed at staff with some basic knowledge of Oracle who needs help and assistance with understanding and inputting Journals and Virements (Budget Journals).

ORACLE Schools Reporting

This is aimed at all staff responsible for running reports from Oracle using the Derby Schools Reporting Dashboard. Training will include best practice reports and how to export them to excel and manipulate them.

ORACLE Schools Leadership Reporting

This is aimed at leaders in school responsible for running reports to monitor budgets using the Schools Head teacher Reporting dashboard. Training will include best practice reports and how to export them to excel and manipulate them.


Please have a look at the feedback we have received from these courses.

For a current timetable of courses on offer please contact Schools Finance Team.