Finance



This category contains learning on the topic of Finance. This includes topics such as payment of fees, budgets and direct debit processing.


If you have finance related responsibilities in a membership setting, this learning will contribute to ensuring you are following best practice in this area.

An understanding of finance within a membership context is crucial for membership professionals. Membership is an income stream and therefore setting budgets, forecasts and overseeing processes is a crucial element of the role.

You may already have a finance qualification (or similar) so the content in this category is focused on the application of this function within a membership setting.

Modules are located below and an introduction to our learning and assessment format can be viewed in the above video.