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Understanding the ITP financial handbook

July 8 @ 9:30 am 12:30 pm

Are you ready for the ESFA’s financial handbook? Starting from 1 August, the ESFA have set out a number of requirements and recommendations for independent training providers and employer providers relating to financial management and governance.

We’d recommend joining this deep-dive CPD session – led by funding and compliance specialist, David Lockhart-Hawkins – to explore the approaches and obligations set out in the financial handbook, what this means in practice for ITPs and the financial and governance arrangements you will need to have in place ready for 1 August.

During the session, we’ll take you through:

  • The principles, structures and requirements set out in the handbook
  • Effective practice relating to governance and financial management
  • DfE assurance, oversight and intervention
  • What this means in practice
  • The resources and cost of implementation
  • The actions you will need to take

You will also receive two resources a Financial Handbook Compliance Checklist and a Risk Register Template.

About your session

David Lockhart-Hawkins, SDN’s compliance expert will facilitate this series.
David has experience of working with hundreds of high performing apprenticeship organisations over the last twenty years, including some of the UK’s largest, highest quality, specialist and new providers.

This session is designed for leaders and managers in independent training providers (ITPs) and employer providers.

The financial handbook applies to the following organisations in receipt of post 16 funding from DfE/ESFA:

Providers covered by the handbook:

  • private limited companies
  • private companies limited by guarantee
  • private companies limited by guarantee, no share capital issued
  • private limited companies limited by guarantee, no share capital issued limited exemption
  • private unlimited companies
  • companies incorporated by royal charter
  • industrial / provident companies
  • public limited companies
  • partnerships and sole traders
  • limited liability partnerships • community interest companies
  • charitable incorporated organisations
  • charitable unincorporated associations
  • charitable trusts
  • other charities
  • employer associations
  • independent associations
  • employer-providers (who are also any of the above)

“This was excellent. You feel that an awful lot of work has gone into producing this, packed with helpful content, guidance and experience. Thank you so much!”

“I will be recommending colleagues to sign up to training alerts. Really looking forward to attending other sessions.”

“Very useful – as always. Thorough and detailed, with great slides to support.”

“It was very clear that a large amount of time and effort has gone into the preparation of today’s event – and that is why SDN is my first choice for webinars.”

“Excellent coverage, well planned and organised with clear expertise in the funding rules”

 – Event attendees on David’s previous events

Booking and payment:

You can either attend live sessions or be sent the recordings and materials if you prefer to review them in your own time. You can also mix and match for whatever works best for your schedule.

If you have several staff who would benefit, let us know and we’ll send you details of the most cost-effective way of accessing the session.

If you’re a public sector body (e.g. Local Authority), and unable to book via card, please email us. When you make a booking, you agree to these Terms and Conditions (including those who request a booking via email and invoice)

SDN CPD is designed for Government funded Training Providers. If you’re not a Government funded Training Provider but are still interested in attending please email [email protected] to discuss your attendance in more detail before booking.


Strategic Development Network (SDN)
01622 962 411
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