Project Finance Essentials

Project Finance Essentials


This course aims to build the confidence and skills of field-based project staff to use financial management tools to implement project activities in a cost effective, controlled and accountable way.

Target Audience

This course is designed for non-finance project staff in International NGOs who manage or directly implement projects in the field.  You do not need a background in finance to attend this course.

This course is not suitable for finance staff or for local NGO project staff – please see FMD Pro 1: The Essentials of Financial Management.  

Key Takeaways 

By the end of this course, you will be able to:

  • Use the Seven Principles and Four Building Blocks of financial management to ensure robust practice in project systems
  • Describe the key organizing tools of a financial system, including the Chart of Accounts and cost centers and the key accounting records you need to keep for accountable and transparent projects
  • Create an accurate and complete project budget using the activity-based budgeting technique
  • Analyze variances in budget monitoring reports to review and manage project progress
  • Analyze financial statements to assess the financial health of partner NGOs
  • Apply key policies and procedures needed to safeguard project cash and equipment

Learning Approach 

Our training puts the learner at the center, using practical and fun learning activities supported by easy-to-use materials. We share tools and techniques that can be immediately used in your work.

Practice areas

Next steps

For pricing, agenda and venue information please follow the orange 'Full info' links next to each location in the panel above which will provide this information, and follow the instructions to register. Please get in touch with us via the form below to discuss a group booking, or any other query for this workshop.