course
Upcoming Course Run :
15 Jan 2026 – 16 Jan 2026
Register by 10 Jan 2026
Mode of training: Classroom
Primary Venue: Holiday Inn
Budget, Reserves, and Investments
Learn to manage reserves, optimize investments, and plan effective budgets
About the Course
Charities often face the challenge of balancing immediate operational needs with long-term financial sustainability. While managing reserves and planning budgets may seem like routine financial tasks, their strategic alignment with an organization’s mission and goals can significantly impact overall effectiveness and resilience.
Effective financial planning goes beyond balancing the books—it ensures that resources are optimized, risks are managed, and reserves are sustainable. This approach not only strengthens financial health but also builds stakeholder confidence in the organization’s governance and sustainability.
Our Budget, Reserves, and Investment course empowers charities to optimize their financial management practices. Participants will learn how to allocate resources strategically, manage reserves effectively, and align policies to ensure long-term sustainability, enabling organizations to better serve their beneficiaries.
Course Highlights
Learn to manage reserves, optimize investments, and plan effective budgets. Close financial operation gaps for sustainability. Following the Full Cost Recovery seminar, this course ensures operational efficiency and resource optimization for sustained financial health.
Manage reserves effectively and optimize investments
Align policies to ensure financial sustainability.
What You will Learn
By the end of the programme, participants will be able to:
– Manage reserves effectively and optimize investments
– Align policies to ensure financial sustainability.
– Use the Commissioner of Charities (COC)’s recommended templates effectively.
The course is taught across 16 hours, with lectures, videos, case studies, group discussions, checklists, *invited speaker(s). For 4 or more participants from the same organisation, 1-hour post-session coaching will be provided.
*Invited speaker(s) may be pre-recorded.
The Facilitators
Isabel Sim
Dr Isabel Sim is the principal consultant at Integrative CSR Consulting. She was formerly Senior Research Fellow, Department of Social Work, Faculty of Arts and Social Sciences, National University of Singapore as well as Director (Projects), Centre for Social Development (Asia).
She obtained her PhD in finance from The University of Western Australia in 2011. She is one of the editor of the series Accounting and Finance Handbooks for Charities including Budgeting and Cash Flow Management, Fund Accounting for Charities, Full Cost Recovery for Charities and Cost-Effective Audit for Charities. She is also one of the author for Accounting for Good – Helping Charities Do Good Better, a project in collaboration with NUS and ISCA.
Who should attend
Board members, Finance Subcommittee, Audit & Risk Subcommittee, Senior management, HODs, and Finance and Operations staff.
Finance team is required to attend this training, to be up to date with the accounting standards and this is a necessary part of the charity compliance.
Course Fees
Full Course Fees
before GST
Course Fees after CCF
before GST
Course Fees after CCTG
before GST