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Trustee Finance Health Check — Self-Study Guides & Workbooks

Trustee Finance Health Check — Workbooks

£15.00Price
Module
Module 1 — Foundation Principle
Module 2 — Organisational Purpose
Module 3 — Leadership
Module 4 — Ethics and Culture
Module 5 — Decision Making
Module 6 — Managing Resources and Risks
Module 7 — Equity, Diversity and Inclusion
Module 8 — Board Effectiveness
Module 9 — Finance Committee Readiness
Complete Set (All 9 Modules)

The Charity Commission tells you the rules. These workbooks tell you what to do about them.

Free guidance from the Charity Commission and ICAEW explains CC3 and the Governance Code well. What it can't do is tell you where your board actually stands, or hand you something to act on. Each module works through the questions from the free Trustee Finance Health Check properly — the reasoning, what good practice looks like, and where boards quietly slip — then gives you a Reflect & Record page your board completes together and a ready-to-use action plan you can walk straight into your next Finance Committee meeting.

You're not buying the regulations. You're buying the structure that turns them into evidence, decisions and a paper trail. Mapped to the Charity Governance Code 2025 and CC3. Licensed per charity — the whole board can use it, not just the treasurer.

Choose a single module to close a specific gap, or the Complete Set for the full nine-module programme:

  • Module 1 — Foundation Principle: Who's actually responsible — and why delegating the work isn't delegating the liability.

  • Module 2 — Organisational Purpose: Does your budget serve the mission, or just balance?

  • Module 3 — Leadership: Does your board's own structure let real scrutiny happen, or just perform it?

  • Module 4 — Ethics and Culture: Could you prove your charity's integrity to someone who doesn't already trust you?

  • Module 5 — Decision Making: Turning good decisions into evidenced, defensible ones your successors can follow.

  • Module 6 — Managing Resources and Risks: Your risk register, income concentration, investments and the controls that catch problems between decisions.

  • Module 7 — Equity, Diversity and Inclusion: Skills mix on paper versus real participation in the room.

  • Module 8 — Board Effectiveness: Building the financial skills your board needs deliberately, not by accident.

  • Module 9 — Finance Committee Readiness: Whether to run a finance committee — and how to run it well if you do. Branches to match your structure.

  • Complete Set (All 9 Modules) — £89: The full programme, around 35% less than buying every module separately.

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