Charity accounting (September 2025)
Course Type
Video on demand
Length
1 day
What you’ll achieve
By attending this course, you will:
- Develop a solid understanding of charity financial reporting requirements
- Learn how to navigate fund accounting rules with confidence
- Identify common pitfalls and how to avoid them
- Gain practical skills that you can apply immediately
- Enhance your ability to provide financial advice and support to charities.
About this course
Understanding charity financial reporting is essential for anyone working in or with the non-profit sector. This one-day course will equip you with the technical expertise and practical knowledge needed to navigate the unique financial requirements of charities.
You’ll gain a deeper understanding of fund accounting rules, income recognition, balance sheet considerations, and the requirements for trustees’ annual reports. Whether you're new to the sector or need a refresher, this session will help you build confidence in preparing and reviewing charity accounts.
This course is ideal for:
- Finance professionals working with charities and non-profits
- Accountants in practice who support charity sector clients
- Individuals new to the charity sector who need a strong foundation in financial reporting
- Those looking for a refresher on charity accounting principles.
Meet the Speaker(s)
James Charlton
James Charlton
James is an experienced trainer, file reviewer and consultant. He has delivered courses on behalf of various professional accountancy bodies in the UK, as well as providing in-house training for accounting and audit firms. His specialisms are financial reporting (both UK GAAP and IFRS), audit and he has a particular interest in the charity sector. In addition to training, James undertakes both cold and hot file reviews for audit practices, ranging from single partner to UK Top 50 firms.
James previously worked as an Audit Technical Manager at a UK top 10 firm, providing financial reporting and audit technical advice to the audit and accountancy departments, writing and reviewing technical materials for the practice, and performing engagement quality control reviews on audit files.
Read moreOverview
Video on demand |
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1 day |
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Charity Accounting |
Syllabus
This in-depth training will cover:
- The legislative background of charity financial reporting
- Fund accounting rules and their impact on financial statements
- Key income recognition issues for charities
- Balance sheet considerations specific to non-profits
- Requirements for trustees’ annual reports.
How to access
Once purchased you'll be able to access the AAT Learning Portal where you'll have 12 months from the date to access the learning materials. AAT Learning Portal allows you to view all the courses you've purchased in one place, monitor your latest training activity and create goals to help you achieve your training aims.