Finance, Personal development

People's Health Trust - Finance for Non-Finance Managers Stage 1 online course

This free half-day (3 hour) online course is for funded partners of People’s Health Trust. Sessions are open to whoever is best placed to attend, for example staff, volunteers and Trustees. There is no charge to attend.

A basic overview of finance for project staff and trustees including how to manage budgets.

This course is very practical and involves the completion of tasks which will enhance the learning and help boost your confidence in understanding and managing your organisations’ finances.

What will it cover?

  • Financial obligations
  • Overview of Bookkeeping and Accounts
  • Basics of costings for a project
  • Basics of budget preparation
  • Budgeting for multiple projects
  • Basic Management Accounts – Keeping track of the budget
  • How to track spending once a project is live
  • Key questions to ask when looking at a budget or management accounts.

What will I get out of it?

  • Learn how to create your own budget, including estimates of costs and incomes, and how to present it to your managers along with your project plans.
  • Understand where your own budget fits into the wider picture of your charity’s finances.
  • Learn the various terms, obligations and practices of charity finance.
  • Tracking spending of grant budgets/live projects.

Trainer: Genny Jones



People’s Health Trust is a charity addressing health inequalities in England, Scotland and Wales. We work to ensure that where you live does not unfairly reduce the length of your life, or the quality of your health. Visit our website here.



Register now!

Click ‘Book your place’ now to secure your space. All attendees will be sent confirmation of their booking from DSC, with all relevant pre-course information.

If you any questions or need any support to book your place, please contact DSC’s customer service team at

Training schedule

Half day online - 10.00 - 13.0012 Sep 2024

Booking options

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