Budget Holders or Finance Officers

Which courses are relevant to you as a Budget Holder?

Click on a course below to find out more:

A guide to writing an effective business case (BUFDG Pro)

This module is aimed at anyone who needs to prepare a business case or who will be involved in reviewing or assessing business cases.It provides an introduction to the topic for those with little or no experience of preparing a business case. While it includes an overview of the financial elements of a business case, it does not assume any financial expertise.

Advanced Sustainable Procurement (through ISO20400) (BUFDG Pro)

This course is aimed at individuals leading procurement activities and wanting to embed a sustainable approach.

Anti-Money Laundering

This course aimed at all staff in a university to increase understanding of money laundering regulations, how to spot money laundering red flags in a university and what you should do.

Claiming VAT Reliefs on Purchases (BUFDG Pro)

This course is intended for anyone responsible for purchasing items and who needs to know if relief from VAT is available. It will explain VAT reliefs commonly available to universities and how they are claimed.

Criminal Finances Act 2017

This session will help you understand what the Criminal Finances Act 2017 is, and how it impacts universities. It also shows you what you need to do to protect yourself, and support your HEI.

Extended Workforce: Employment Status (BUFDG Pro)

The purpose of this course is to introduce you to the requirements to assess engagements with individuals and personal services companies, to determine how they should be treated for tax.

Finance Business Partnering in HE - Foundations (BUFDG Pro)

This course will introduce the basics of business partnering. It includes what business partnering is and how to prepare for it. The course then identifies some of the basic skills for effective business partnering. It is an introduction level course.

Finance for Non-Finance Managers (BUFDG Pro)

This course will introduce the role of the Finance function in HE, what Finance do and why. The course will explore financial rules and regulations, financial reporting standards and financial sustainability. The module then moves on to financial information in HE, starting with the annual finance cycle, then to onto to financial statements and internal financial management.

Guide to Modern Slavery

This session will help you understand what Modern Slavery is and how it might impact your institution.

Import Duty and VAT Reliefs (BUFDG Pro)

A two-part, in-depth course covering reliefs and schemes available to universities so that import VAT and/or duty is not payable on the importation of goods from outside the UK.

Import Principles for HE Procurement and School / Departmental Staff

This course covers the basic rules and considerations for the import of goods into the UK whether those goods are purchased, loaned, donated or sent free of charge.

Intro to Counter Fraud

This introductory module will help improve your awareness of the risk of fraud in your institution, and what you can do to prevent it.

Introducing VAT in HE (BUFDG Pro)

This course will be helpful to those responsible for dealing with financial transactions in universities, such as budgeting, purchasing or generating income. It provides an overview of how VAT applies specifically in the higher education sector but is not intended to be a fully comprehensive guide.

Introduction to Research Finance (BUFDG Pro)

This module looks at how university/higher education research is funded, some of the important concepts to understand, as well as the different elements of the research award cycle.

Introduction to Tax on Research (BUFDG Pro)

This course will be helpful to you if you are responsible for deciding whether to charge VAT on income received by a university for a research project, or need to understand whether VAT should be included in the cost of a research project.

Introduction to TRAC (BUFDG Pro)

This course outlines what TRAC is, it's purpose, the key elements of the methodology, and how it is used by institutions. It is intended to be useful for all colleagues involved in TRAC at all levels - even if not directly responsible for working with TRAC data or preparing returns.

Procurement – Contract Management

This course will introduce to you to what contract management is and the benefits to effective contract management. It will also provide 6 steps for an effective contract management process.

Procurement – Writing a Specification (BUFDG Pro)

This course is aimed at anyone within a university who needs to purchase a product or service. The course covers what a specification is and why a good specification is important. It will also take you through how to write a good specification including the different types of specification you may require. This course will supplement internal guidance.

Protecting Human Rights in the Supply Chain

This course looks at the human rights issues faced by organisations in general, and in particular in their supply chain. There are a series of detailed topics and a couple of quizzes to test your learning.

The Bribery Act

This course looks at the Bribery Act 2010 and the key elements of the legislative changes. It covers compliance issues, fraud and corruption prevention and what this means for procurement.

VAT on Purchasing in HE (BUFDG Pro)

This course provides an overview of how VAT applies to purchasing in the higher education sector specifically. It is an accessible course, and is not a technical or comprehensive guide.

VAT Reliefs on Medical and Veterinary Purchases (BUFDG Pro)

This course is designed to help anyone responsible for purchasing items which will be used in medical or veterinary research and training. It will explain which VAT reliefs are commonly available to universities undertaking medical or veterinary research and training and how they are claimed.

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