Financial Management Module (Level 5)

Financial Management Module (Level 5)

Course Overview

This is an independant module with optional qualification pathway

Financial Management Module earning CPD hours

Course Summary
Tutor-led Learning: 1 day training
Total CPD Earned: 7 hours
CPD Accredited by: ChTC CPD

Financial management skills are essential for all managers, regardless of whether they work directly with a finance team. A strong understanding of financial principles enhances decision-making, ensuring effective management of projects, tasks, and resources.

This module is designed to equip managers with the knowledge and confidence to navigate financial systems, set and manage budgets, and interpret key financial documents. Participants will evaluate different sources of finance, explore regulatory and organisational financial guidelines, and develop practical skills in financial planning and analysis.

 

Next Available Course

  • Duration: 1 Day

      18 July 2025
      18 July 2025
  •  In Person
     Virtual
Availability
Pricing & Qualification Options
An independant module at Level 5 in
Financial Management
Option In Person Virtual
CPD Only 299 264
Prices exclusive of VAT

About the programme

  • Whether taken as a standalone module or as part of a broader development programme, participants will gain valuable insights and practical strategies that enhance both personal effectiveness and organisational success.

    Benefits for individuals include:

    • Increased confidence in managing budgets and financial resources effectively.
    • Enhanced ability to analyse and interpret financial reports and statements.
    • Stronger decision-making skills through a better understanding of financial implications.
    • Greater capability to align financial planning with organisational goals.
    • Practical knowledge of key financial principles to support day-to-day management.

    Benefits for the organisation include:

    • More financially aware managers who contribute to cost-effective decision-making.
    • Improved budget management, reducing waste and increasing efficiency.
    • Greater alignment between financial planning and organisational strategy.
    • Enhanced ability to assess financial risks and opportunities.
    • A stronger financial culture that supports sustainable growth and operational success.

  • Daily Programme Structure

    Time   Event
    09:00   Registration
    09:30   Session A
    11:00   Morning Break
    11:15   Session B
    12:45   Lunch Break
    13:15   Session C
    14:45   Afternoon Break
    15:00   Session D
    16:30   Day End

        Important information:

    • The Daily Programme Structure table, provides a useful overview of approximate timings for each day.
    • On the first day of a course registration takes place from 09:00 on subsequent days (if applicable), please arrive or sign in remotely by no later than 09:20 
    • The programme commences at 09:30 daily, 
    • Each Guided Learning session is approximately 90 minutes in duration (precise timing will be content specific).
    • Breaks are facilitated between sessions, however you are free to stretch your legs or grab some refreshements at any time.
    • Lunch is taken at approximately 12:45 for 30 Minutes.
    • We aim to finish activities at approximately 16:30 daily.

    Greater detail regarding the each days planned topics, are shown in the Day Planner below.

    • Day Planner - Level 5 Programme
      • Day One

        1. What is coaching and what are the differences between coaching and mentoring.

        2. The benefits of coaching for you and your organisation.

        3. The skills and attributes of a safe, effective coach.

        4. Understand and apply to underpin psychological concepts that support coaching.

        5. Asking effective coaching questions.

        6. Exploring Coaching Models such as T-GROW, OSKAR & CLEAR.

        7. Practice professional coaching and mentoring conversations in a safe, supervised environment, and receive feedback.

      • Day Two
        • Transactional Analysis.
        • Numerous Co-coaching sessions
        • More coachy stuff
      • Day Three
        • Numerous Co-coaching sessions
        • The final countdown
      • Day Four
        • Numerous Co-coaching sessions
        • The final countdown
  • TO BE REVIEWED!!!

    Ready to start your assignments?

    Once you have completed the two modules and are ready to start your assignments, you will be registered with the ILM and will have up to three years to complete the three mandatory assignments. ChTC is always there at the end of the phone if you have any queries regarding your assignments. We recommend you join the monthly tutorials that are either face to face or via conference call.

  • Whether you attend in person or join virtually, you are part of a fully live and interactive experience, where your presence and participation are essential.

    This programme is accessible in the following modes:

    In-person

    Our in-person courses are designed to provide an immersive learning experience that fosters direct interaction with instructors and peers. You'll benefit from a dynamic classroom environment where ideas are exchanged freely, hands-on activities reinforce your learning, and real-time feedback enhances your understanding. The personal connections you build in our face-to-face sessions create a supportive community that extends beyond the classroom, offering valuable networking opportunities and collaborative projects. With access to our cutting-edge facilities and resources, attending in person allows you to fully engage with the course material and participate in spontaneous discussions that can enrich your educational journey.

    Virtual Classroom

    Our virtual classroom brings the quality and engagement of in-person learning to you, wherever you are. Leveraging the latest in online education technology, our virtual courses are designed to be interactive and engaging, with live lectures, real-time discussions, and collaborative activities that mirror the in-person experience. You'll have the flexibility to join from the comfort of your home or office. Our virtual platform ensures that distance is no barrier to accessing high-quality education, with all the tools you need to succeed, including digital resources, virtual breakout rooms for group work, and direct communication with instructors and fellow participants.

    Hybrid

    Some of our programs offer the same live training to both in-person and virtual participants, ensuring a cohesive and integrated learning experience for all. As we develop our skills in various co-coaching sessions, in-person attendees will have the unique opportunity to coach both online and face-to-face, bridging the gap between traditional and digital environments. This dual-mode coaching experience is invaluable in today's world, where the ability to navigate and excel in both physical and virtual spaces is increasingly essential. By mastering the art of hybrid coaching, you’ll gain practical skills that are not only relevant but critical for thriving in a rapidly evolving professional landscape.

  • ChTC CPD

    ChTC CPD is the trust mark we add to our training to demonstrate the high value of a learning experience for our participants.

    CPD is the ongoing process through which professionals maintain and enhance their knowledge, skills, and competencies throughout their careers. Whilst CPD is mandatory only in some industries such as finance, healthcare, law and others, continuous learning on and for work is part of the natural competence development process for all individuals engaged in any professional activity.

    It is not about the validity of our professional knowledge; instead, it focuses on our ability to deliver training that enables our participants to achieve their professional goals, but these rely on them being added .

Upcoming Course Dates

Summer Course

  • Duration: 1 Days

      18 July 2025
      18 July 2025
  •  In Person
     Virtual
Availability

Early Autumn Course

  • Duration: 1 Days

      3 October 2025
      3 October 2025
  •  In Person
     Virtual
Availability