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Introduction To Financial Planning (Professional Qualifications Series) [Event Ref. No. TG1/QSAPR]


6:00 pm

Event Type

Please note that this event is also advertised in the ‘Professional Qualifications Support Workshops’ section of our events calendar.

cpd25’s programme of ten two-hour workshops is devised primarily to support CILIP Chartership and ACLIP candidates. However, many of the events in the programme are highly relevant to staff working as Library Assistants, Senior Library Assistants and so on. The events are aimed, therefore, at all levels of library staff – who may or may not be seeking Certification or Chartership, but who wish to further their professional skills and development.

Places are available on either the whole series (£155 for cpd25 members, £210 for external organisations) or for individual workshops (£29 for cpd25 members, £49 otherwise).

The event reference number for booking a place on the whole series is TG1/QSALL. Please refer to each workshop’s individual description for their individual event reference numbers.

To understand the importance of sound financial management, sources of funding and the factors which influence financial decision making

By the end of the session participants will:
1. Understand both the institutional and the library strategic planning context
2. Appreciate the stages of the budget planning cycle
3. Understand how to allocate funds to resources and services within budget constraints
4. Understand how to use budget modelling to make staffing changes within financial constraints
5. Understand the main elements of financial control

A mixture of presentations, discussion and practical budget planning exercises using Excel

Programme Outline
* Importance of Financial Planning

* Budget Planning

* The Budget Cycle

* Budget Preparation (practical)

* Budget Allocation (practical)

* Financial Control.

Pre Session Requirements
This is an interactive workshop with a range of group activities. No financial skills are required but an ability to use simple Excel spreadsheets will be helpful, but not essential.

Venue: Room LG39, Maughan Library, Kings College London

Please note that there are limited places available for this event.

Cancellations less than one week before the event will be charged a 50% cancellation fee. In the event of a ‘no-show’ on the day, the full fee will be charged.

To book please use our online booking form or email the administrator via

Booking form for M25 Members   Booking form for non-Members