Sustainable Fianance

Sustainable Finance (SF3)

The Sustainable Finance course is a 6-module online programme designed for managers and other staff who need to use financial skills in their work, but are not trained accountants.

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Course curriculum

1. Welcome to the course!
2. Course Overview
3. Navigation
1. Module 1 - Budgeting - Participant's Handbook
2. Module 1 - Budgeting - Glossary
3. Module 2 - Financial Sustainability and Resilience module - Participant's Handbook
4. Module 2 - Financial Sustainability and Resilience - Glossary
5. Module 3 - Implementation of Financial Controls - Participant's Handbook
6. Module 3 - Implementation of Financial Controls - Glossary
7. Module 4 - Sustainable Accounting Records and Statements - Participant's Handbook
8. Module 4 - Sustainable Accounting Records and Statements - Glossary
9. Module 5 - Communicating finance effectively - Participant's Handbook
10. Module 5 - Communicating Finance Effectively - Glossary
11. Module 6 - Partner Financial Capacity Building - Participant's Handbook
12. Module 6 - Partner Financial Capacity Building - Glossary
13. More resources
1. Community platforms
1. Webinar 1
2. Webinar 2
3. Webinar 3
4. Webinar 4
5. Webinar 5
6. Webinar 6
1. Introduction to Budgeting
2. Exercise 1 - What is a budget?
3. Upload - Exercise 1 (SF3M1-Ex1)
4. Budgeting basics
5. Why do we need to budget?
6. Exercise 2a - Preparing a budget
7. Upload - Exercise 2a (SF3M1-Ex2a)
8. Exercise 2b - Use a checklist to review budget from an organisation
9. Exercise 2c - Review an organisation's budget using a checklist
10. Budget monitoring
11. What do I need to know about budget monitoring?
12. Exercise 3 - Budget and actual statement
13. Upload - Exercise 3 (SF3M1-Ex3)
14. Exercise 4 - Use checklist to review budget and actual from an organisation
15. Upload - Exercise 4 (SF3M1-Ex4)
16. Exercise 5 - Donor regulations
17. Introduction to cash flows and cash flow forecasts
18. Cash flow forecasts example
19. Exercise 6 - Preparing a cash flow forecast
20. Upload - Exercise 6 (SF3M1-Ex6)
21. Budgeting in uncertain times
22. Exercise 7 - Reflection
23. Upload - Exercise 7 (SF3M1-Ex7)
1. Introduction to Financial Sustainability and Resilience
2. What is the difference between sustainability and resilience?
3. Basics of financial management sustainability and resilience
4. Exercise 1
5. Restrictions and types of funds
6. Risk Management
7. Exercise 2
8. Risk management (continued)
9. Strategic financial management
10. Financial strategy and money
11. Organisational savings ('reserves')
12. What are reserves?
13. Exercise 3
14. Reserves policy
15. Exercise 4
16. Core costs
17. Core costs - financial non-programme expenditure
18. Exercise 5
19. Decisions based on 'Real costs'
20. Exercise 6
21. Building a financially resilient organisation
22. Building a financially resilient organisation (continued)
23. Exercise 7 (SF3m2-Ex7)
1. Introduction to Implementation of Financial Controls
2. What are financial controls?
3. Exercise 1 - Example of a financial control
4. Types of financial controls
5. Overview of financial controls
6. Types of financial controls (continued)
7. Separation of duties
8. Exercise 2 - Mini case studies about financial controls
9. Exercise 3 - Review of financial systems checklist
10. Audit and auditors
11. Exercise 4 - Audit and auditors multiple-choice questions
12. What is fraud and is it happening in your organisation?
13. Minimising fraud
14. Minimising fraud (continued)
15. Exercise 5: 'Spot checks'
1. Introduction to Sustainable Accounting Records and Statements
2. Overview and how accounting records, statements and audit can help an organisation to be sustainable
3. How can accounting help you become sustainable
4. Exercise 1 - Accounting records
5. Exercise 2 - Receipts and payments
6. Accounting records (continued)
7. Exercise 3
8. Creating robust accounting records and systems
9. End of year accounting statements
10. Accounting adjustments: accruals and prepayments
11. Exercise 4
12. Accounting adjustments: depreciation and bad debts
13. The Income Statement
14. Exercise 5
15. The income statement (continued)
16. Assets, liabilities and accumulated funds
17. Exercise 6
18. The balance Sheet for beginners
19. The balance sheet (continued)
20. Using the balance sheet information
21. Using the balance sheet
22. Annual accounting statements and audit reports
23. Accounting concepts
24. Exercise 7
1. Introduction to Communicating Finance Effectively
2. Overview of communicating finance effectively video
3. Why communication about finance is important
4. Exercise 1
5. Challenges of communicating finance effectively
6. Why communication about finance is important (continued)
7. How we can communicate financial information effectively
8. 'Building bridges' between finance and non-finance people
9. Exercise 2
10. Presentation of numerical information
11. Exercise 3
12. Improving the presentation of financial information
13. Exercise 4
14. Exercise 5
15. Communicating appropriately with people from international cultures
16. High-context and low-context culture
17. Exercise 6
18. Ways to improve communication with those outside your own culture
19. Navigating international cultures
20. Exercise 7
21. Final thoughts
1. Introduction to Partner Financial Capacity Building
2. What is capacity building?
3. Partner financial capacity building
4. Model of strong financial management
5. Strategic financial management for partners
6. Model of strong organisational financial management to assess financial capacity
7. Exercise 1
8. Managing donor funds
9. Exercise 2
10. Upload Exercise 2 (SF3M6-Ex2)
11. Exercise 3
12. Working with partners to build their financial capacity
13. Partner organisational and financial life cycle
14. Exercise 4
15. Partner organisational and financial life cycle (continued)
16. Exercise 5 - Donor regulations
17. Putting it all together
18. Exercise 5 (SF3M6-Ex5)
1. Rate this course (SF3)
2. Final evaluation (SF3)
3. Testimonial (SF3)
4. Declaration of final evaluation completion (SF3)

About this course

Free
151 lessons
2 hours of video content

Sustainable Finance (SF3)

Course curriculum

Course orientation

Resources

Community

Webinars

Module 1 - Budgeting

Module 2 - Financial sustainability and resilience

Module 3 - Implementation of financial controls

Module 4 - Sustainable accounting statements and records

Module 5 - Communicating finance effectively

Module 6 - Partner financial capacity building

Final course evaluation

About this course