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Title	Competency Assessment Areas	Target Audience
Budget Setting Skills Buy Now	Preparing and Setting Budgets	All grades but in particular budget holders, managers, and finance staff
Finance for Non Financial Managers Buy Now	Understanding financial accounts - income and expenditure, balance sheet etc.	All non financial managers
Budget Monitoring and Control Buy Now	Managing, monitoring and controlling budgets Understanding cost control	Budget holders, managers and finance staff
Costing and Pricing Buy Now	Understanding unit costing and pricing implications	Budget holders and finance staff
Procurement Buy Now	Purchasing, commissioning, contracting and paying for goods and services	All staff with responsibility for purchasing goods and services
Fraud Awareness Buy Now	Understanding the potential for, and implications of fraud	All staff
Financial Strategy Buy Now	Strategic planning, resource management, financial decision making and options appraisal	All senior managers and managers with financial responsibilities
Business Planning Buy Now	Business planning process	All senior managers, managers and budget holders
Financial Accounting Techniques Buy Now	Basic accounting transactions and the impact on financial systems	All finance staff, and staff who have financial administration duties
Basic Maths and Statistics Buy Now	Simple mathematical techniques and statistical analysis	All staff who have to use simple mathematics and statistics in their job role

Budget Setting Skills Contents

• Introduction
• What is a Budget
• Budget Setting is Important
• Budget Setting Process
• Budget Setting Techniques
• Cash limited budgets
• Budget drivers
• Budget setting assumptions
• Budgeting -v- Costing
• Calculating Unit Cost
• Activity based budgeting
• Budgeting for salaries
• Demand led budgets
• Profiling Budgets
• Forecasting Income
• Key to Successful Budgeting

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Finance for Non Financial Managers Contents

• Introduction
• Basic Financial Terms and Simple Definitions
• Types of Income
• Types of Revenue Expenditure
• Types of Assets and Liabilities
• Financial Statements
• Accounting Terminology
• Processing Financial Transactions
• Financial Accounting Systems
• Key Accounting Ratios
• Financial Performance Indicators

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Budget Monitoring and Control Contents

• Introduction
• Budget Monitoring
• Steps in the Monitoring Process
• Establishing Actual Income and Expenditure
• Commitment Accounting
• Variance Analysis
• Calculating Variances
• Reasons for Variances
• What to do about Variances
• Budget Control Drivers
• Uncontrollable Variances
• Taking Action to Control Variances
• Budget Virement
• Demand Led Budgets
• Responsibility for Budget Monitoring
• Monthly Monitoring Routines
• Projecting Outturns
• Financial Management Information
• Budget Monitoring Reports

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Costing and Pricing Contents

• Introduction
• What is a Cost?
• Types of Cost
• Fixed Costs
• Variable Costs
• Direct and Indirect Costs
• Controllable Costs
• Uncontrollable Costs
• Capital Costs
• Revenue Costs
• Sunk Costs
• Allocating or Apportioning Costs
• Unit Costing
• Calculating Unit Costs
• Marginal Costing
• Other Costing Techniques
• Pricing Techniques
• Establishing Break Even
• Pricing for Profit
• Making a Contribution through pricing
• Marginal Pricing
• Internal Charging
• Controlling Costs v Controlling Budgets
• Cost variances
• Key factors in controlling costs

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Procurement Contents

• Introduction
• What is Procurement
• The Procurement Framework
• Procurement Objectives
• Procurement Cycle
• Establishing Need
• Obtaining Estimates
• Procurement Routes
• Other Procurement Options
• Briefs and Specifications
• Approaches to Specifying
• Sourcing Suppliers
• Financial Appraisals
• Obtaining Quotations
• Evaluating Quotations
• Tendering
• Tendering Process
• PQQs and ITTS
• EU Tendering
• EU Notices
• Evaluating Tenders
• Appointing a Supplier
• Using a Purchase Ordering System
• Separation of Duties
• Paying for Goods and Services

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Fraud Awareness Contents

• Introduction
• Definitions of Fraud
• Fraudulent Activities
• The Fraud Triangle
• Motivation to Commit Fraud
• Opportunities which enable Fraud
• Consequences of Fraud
• Internal Fraud, and examples
• External Fraud, and examples
• Identity Fraud, and examples
• Computer Fraud, and examples
• Corruption, and examples
• Money Laundering
• Record Keeping
• Anti-Fraud Legislation
• Fraud Risk Assessment
• Fraud Prevention
• Fraud Detection
• Fraud Investigation
• Fraud Response Plans
• Whistle Blowing Policies
• Consequences of Fraud

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Financial Strategy Contents

• Introduction
• Working within a Corporate Framework
• Having a Vision
• Setting Financial Aims and Objectives
• Developing Medium Term Financial Strategies
• Financial Planning Process
• Accounting for Risk
• Roles and Responsibilities
• Resource Management
• Financial Management Strategies
• Other Resource Management Strategies
• Spend to Save
• Income Generation
• Financial Partnerships
• Understanding Supply and Demand
• Financial Decision Making
• Options Appraisal
• Cost Benefit Analysis
• Providing More for Less

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Business Planning Contents

• Introduction
• Hierarchy of Plans
• Working within a Corporate Framework
• Having a Vision
• Setting Aims and Objectives
• Identifying Key Targets
• Performance Indicators
• Business Planning Process
• Attributes of a Business Plan
• Business Plan Contents
• Organisational Analysis
• SWOT and PEST
• Priority Matrix
• Scenario Planning
• Risk Assessment
• Contingency Planning
• Developing Action Plans
• Linking the Business Plan to Financial Plans and Budgets
• Understanding Cost implications of Actions
• Business Plan Implementation
• Monitoring, Review and Revision
• Activity Based Business Plans
• Business Planning Cycle

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Financial Accounting Techniques Contents

• Introduction
• Basic Financial Terms and Simple Definitions
• Basics of Financial Accounting
• Processing Financial Transactions
• Bank Reconciliations
• Payroll Reconciliations
• Other Key Reconciliations
• Debtors and Creditors
• Prepayments and Accruals
• Provisions and Reserves
• Developing a Trial Balance
• Year End Accounting Adjustments
• Making Journal Entries
• Accounting for Grants
• Producing Financial Statements
• Financial Accounting Systems
• Importance of Division of Duties

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Basic Maths and Statistics Contents

• Introduction
• Basic Mathematical Terms
• Using the Calculator
• What is a fraction?
• Calculating Percentages %
• Ratios
• Types of Averages - Mean, Mode, and Median
• Maths in the workplace
• Probabilities
• Statistics, and More Statistics
• Collecting and Analysing Data
• Presenting Data
• Types of Graph
• Return on Investment
• Pay Back Period
• Net Present Value
• Cost Benefit Analysis

Basic Maths and Statistics
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