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Budgeting and Financial Management for Education Institutions

Schools, colleges and universities juggle fee income, grants, donor funds and tight regulatory expectations while serving communities that cannot absorb steep cost increases. This course gives education administrators the financial and budgeting skills to plan sustainably, manage fee and grant income and account transparently. It addresses the specific pressures facing public and private education institutions across the continent.

What you will be able to do

  • Build an operating budget for an education institution.
  • Manage fee income, bursaries and outstanding fee debtors.
  • Account separately for grants, donor and ring fenced funds.
  • Plan for staff costs, which dominate education budgets.
  • Control capital and maintenance spending on facilities.
  • Report finances transparently to boards, parents and funders.

Course outline

  1. 01The Education Institution Funding Model
  2. 02Building the Operating Budget
  3. 03Managing Fee Income and Debtors
  4. 04Grants, Donor and Ring Fenced Funds
  5. 05Staff Costs and Establishment Planning
  6. 06Facilities, Capital and Maintenance
  7. 07Financial Controls and Governance
  8. 08Transparent Reporting to Stakeholders

Who should attend

Bursars, finance officers, principals, registrars and administrators in schools, colleges, universities and training institutions.

Dates, venues and fees

DatesVenueDaysFeeCalendar
17 to 21 Aug 2026Lusaka5US$1,800
24 to 28 Aug 2026Kigali5US$1,800
31 Aug to 4 Sep 2026Nairobi5US$1,800
7 to 11 Sep 2026Durban5R18,000
14 to 18 Sep 2026Johannesburg5R18,000
28 Sep to 2 Oct 2026Mauritius5US$1,800
5 to 9 Oct 2026Dubai5US$1,800
12 to 16 Oct 2026Lagos5US$1,800
19 to 23 Oct 2026Harare5US$1,800
26 to 30 Oct 2026Kampala5US$1,800
2 to 6 Nov 2026Dar es Salaam5US$1,800
9 to 13 Nov 2026Pretoria5R18,000
16 to 20 Nov 2026Cape Town5R18,000
30 Nov to 4 Dec 2026Online5US$900
7 to 11 Dec 2026Mozambique5US$1,800
14 to 18 Dec 2026Cairo5US$1,800
21 to 25 Dec 2026Accra5US$1,800

Fees are per delegate. South African venues are priced in rand; other locations and online in US dollars. Fees exclude 15% VAT where applicable. Group bookings of three or more delegates from the same organisation qualify for a reduced rate; contact us for a quotation.

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