Training designed by School Business Managers, delivered to your team

From refresher training to an introduction to school finance, our Finance for Schools training is built bespoke to you by School Business Managers and School Finance Professionals.

Train your team, improve your financial performance and ensure financial sustainability.

We offer training for School Business Managers, Senior Leadership Team (SLT), School Governors and more.

Train your team, improve your financial performance and ensure financial sustainability. Our training covers a wide range of topics, including budget setting and monitoring, understanding financial reports, compliance with the Academies Financial Handbook, and effective use of resources to support school improvement.

We take the time to understand your school’s specific challenges and tailor each session so that it is directly relevant to your context, whether you are part of a maintained school, an academy trust or an independent setting.

What do we cover?

Each course is bespoke to you. That means whatever finance related topics you need training on, we can accommodate. 

Our team of School Business Managers are adept at all areas of School Finance, from SLT reporting to Year End. 

Here’s an example of some of the topics we can cover:

  • Budget Planning & Monitoring
  • Financial Controls
  • Year End
  • Audit Preparation/Support
  • Daily Finance Management
  • Reporting for SLT
  • Governor’s Reporting

Our flexible approach means you can arrange one-off training workshops, regular refresher sessions or a longer-term training programme to build knowledge over time.

Whether you are looking to train a new School Business Manager, help Governors understand their financial responsibilities or upskill your leadership team, our Finance for Schools training gives you expert guidance and real-world solutions you can put into practice straight away.

Why Headteachers and Governors Value This Training

Tailored to your environment – We take time to understand your structure—whether you’re a maintained school, multi-academy trust, or independent institution—and design training that fits your context.

Built for practical impact – Training isn’t theoretical. We focus on real school finance processes, so staff leave immediately more capable, confident, and compliant.

Covers compliance essentials – Sessions include core standards such as the Academies Financial Handbook, audit readiness, and effective resource allocation.

Flexible learning formats – Choose between quick awareness sessions and more in-depth training programmes tailored to your timeline and budget.

Boosts leadership confidence – Senior leaders gain clarity on financial responsibilities, enabling stronger strategic decisions and improved resource management.

Strengthens governance accountability – Governors and trustees build the knowledge they need to scrutinise budgets effectively and fulfil their statutory duties.


How to Get Started

Ready to build financial confidence across your team? It’s straightforward:

  • Talk to us about what challenge you’d like to resolve through training
  • Choose the format that suits you: a one-off session, recurring workshops, or a package with progression in mind
  • We’ll then deliver engaging, actionable training tailored to your context
  • Staff gain practical skills, freeing leaders to focus on educational outcomes

Book your training today

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