Post-graduate Certificate in Finance Business Partnering


Event summary

This CIPFA qualification offers a unique blend of online and classroom-based training as well as providing refresher guidance on some of the technical/professional skills required of a finance business partner.


20 Mar 2017 09:30
16 Nov 2017 16:30


CIPFA Mansell Street
77 Mansell Street
E1 8AN
[See map]

Standard price

£2,200.00 excl VAT

*the event has started.

About this event

We are committed to providing a qualification that not only arms delegates with a range of best practice knowledge and skills, but also enables them to actively apply the learning back in the workplace in whichever sector they are based.

To gain accreditation delegates are required to submit a portfolio of evidence and a work-based project that records evidence of learning and critical analysis for each module (other than module two), how the skills development has been translated to the working environment and the development of delegates’ ability to undertake specific tasks.

Completing the qualification offers a Post-Graduate Certificate (level seven) in Finance Business Partnering, as well as the opportunity to apply for CIPFA Affiliate membership.

Modules offered

Module 1: Fundamentals of business partnering

This opening module provides an overview of the role of the finance business partner (FBP) in the wider context, the key skills and behaviours that need to be demonstrated in an effective FBP, and the strategies required to successfully embed finance business partnering within the organisation.

Module 2: Technical and professional skills

This module provides a refresher on the core technical and professional skills that a finance business partner needs to be successful. These will reflect current guidance and 'hot topics'. It is anticipated that this part of the course will be delivered through webinars or e-learning.

Module 3: Behavioural skills – emotional intelligence

The finance business partner needs to be able to successfully manage internal and external clients to ensure they best meet the needs of their clients. A thorough understanding of organisational relationships will be crucial. Emotional intelligence is a key skill required.

Module 4: Influencing skills

In today’s world of partnerships, alliances and flatter organisations, finance business partners need to increase their influencing skills at senior levels to maximise their effectiveness. This module introduces a range of influencing techniques that can be used by finance business partners within and across organisations to help achieve more win/win outcomes in their day-to-day communications.

Module 5: Communication and presentation of figures

One of the major challenges for finance business partners in their reporting function is not only the production of accurate and timely financial information, but also ensuring that this information is disseminated in an understandable manner so that effective decision-making can take place. The aim of this module is to enable participants to present information effectively so that income and expenditure can be monitored and controlled and robust financial management maintained.

Module 5a: Impact and presence

Finance business partners need to create a powerful impact on the people they meet and work with. Finance needs to be at the top table, and when there, finance business partners need to maximise presence to add value. This process will enhance the role and impact of the finance business partners at senior levels within the organisation in supporting financial management and decision-making.

Module 6: Transformational change

This module will examine how finance business partners can influence strategies for planning aimed at bringing about large-scale complex change programmes. As organisations undertake significant and complex change programmes, this module will analyse key success factors and the risks that have to be managed as well as the pitfalls, problems and challenges. It uses a number of accepted models of change to help finance business partners understand the process of transformational change and the practical planning and management of transformational change.

Module 7: Developing commercial acumen

This module develops participants’ awareness of the importance of commercial acumen and skills in the modern public services and how public bodies are developing to become more commercial in their outlook and strategy. The module will provide insight into the importance of the finance business partner role in supporting the move to a more commercial environment.

Dates and locations for modules

  • Launch: 20 March 2017, London. The first date on each programme will be a launch event over a lunchtime (12.15–13.45). This will provide delegates with the chance to get to know each other as well as some of the logistics and structure of the programme such as accessing the learning platform, pre-reading and work prior to face-to-face elements; the assessment process; and general administration.
  • Modules 1 and 7: 9 May 2017, London
  • Modules 5 and 5a: 5 July 2017, London
  • Modules 3 and 4: 29 September 2017, London
  • Module 6: 16 November 2017, London.