Courses and resources

Finance: Budget Holder Training



Personal Effectiveness



About this course:

The aim of this course is to set out the responsibilities of budget managers within the University and provide an overview of the University's finance processes and systems.

The course will include a Q&A session with a colleague from Policy, Planning & Business Intelligence (PPBI) and the Head of Professional Services Finance, diaries permitting.

Learning outcomes:

As a result of attending this course, you will be able to:.

- Explain the purpose of budgeting and its significance to the smooth running of the University.

- Describe your responsibilities as a budget holder - Describe the University finance systems and structures - Recognise the importance of accuracy coding - Identify any further training required and understand Management Accounting's role in helping you get the most out of the finance system.

Who should attend this course:

Professional Services staff with Budget Manager/Holder responsibilities should attend this course as soon as they are appointed, or whenever refresher training is required.

This course is aimed at Professional Services budget holders however Academic budget holders are also welcome to attend.

Please contact Caroline Sparke Ext 5053 to discuss your training requirements.

Please note this course does not include Cognos training - to arrange this, Professional Services colleagues should contact Caroline on Ext 5053 and Academic colleagues should contact their College Finance Team.

What previous participants have said about the course:

"Realised I am not the only one who struggles with budgets and that there is help to train budget holders".

"Lots of good content, really nice to have the accountants delivering this, talking from experience and flexibly answering questions".

"A real understanding of budget setting and how the planning PRG process feeds into this".

Before the course:

Bring with you any queries you have about the budgets you manage.

Learning provider:


This course is administered by People Development; please contact for more details.

Please use the link below to add your name to the waiting list. TBC TBC TBC Free No info

We are unable to confirm dates for a number of our courses until we are able to book venues, in the meantime, please add yourself to the waiting list and we will contact you once dates are available.


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Please ensure you have permission from your line manager to attend.