Finance Training

Continue your professional development with our training courses

We deliver a wide range of training courses for senior leaders, governors, trustees and school finance staff.

Whether you’re looking for a specific course for one member of your team or you want to bring your governing body up to speed on a particular issue, you’ll find what you’re looking for in our extensive range of training courses. If it isn’t listed below we can tailor a training session to suit your needs.

Our training includes:

All training can be delivered to groups or individuals and can be adapted to meet the needs of the audience.

Our extensive school finance training courses include, but aren't limited to:

  • We are accredited PS Financials support and training partners. We can provide you with various sessions to improve your PSF skills and to ensure you are using the system as efficiently as possible. These sessions include:
  • Introduction to school or academy finance: We can teach you which financial returns are required to ensure you are compliant with LA, DfE, & ESFA requirements.  
  • Governor/Trustee finance training: An overview of finance responsibilities and school funding for your governing body
  • Changes to school funding: Updates on the current national funding formula, early years funding, pupil premium, sports grant etc.
  • Annual budget setting: Learn how to set an effective and realistic budget taking into account all areas of income and expenditure. 
  • Medium term financial planning: It is important to plan for the future for effective budget management, we can advise you how to set a longer term plan, taking into account changes in pupil numbers, funding formula, staffing etc. that may effect your funding and expenditure.
  • Schools Financial Value Standard (SFVS): Onsite support available for Governing Bodies of maintained schools to complete the SFVS.
  • Excel training for school/academy based staff: Improve your excel skills and discover how to create useful information and reports by learning the most efficient way to use formulas, V Look ups etc.  
  • School Finance system training in a range of software including SIMS FMS, Civica Corero and Sage: Learn how to process orders and invoices, bank reconciliation, budget monitoring reports and LA returns.
  • Financial Management and Governance Self-assessment: Onsite support available for Governing Bodies of academies to complete the returns.
What our clients say
From my first meeting with the SAAF team to date they have a calm, reassuring and no-nonsense approach to Academy Finance. Thank you. I couldn’t do this role without you.
Lisa Kirby, School Business Manager | St Philip Neri’s Primary & Nursery School
SAAF act as an extension of our finance team. They are very transparent and always respond immediately to our queries. We also really appreciate the training they provide and our team regularly attend their sessions.
Jeanie Haigh, CFO | Willows Academy Trust
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