Introduction to Treasury Management e-learning

A four hour e-learning course providing an introduction to local authority treasury management

All CIPFA members are entitled to a 10% discount.

About the e-learning

Treasury management is a practical activity dealing with the ebb and flow of money through an organisation's bank accounts. This course gives an overview of UK local authority treasury management for those with little or no specialist experience of this aspect of finance.

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Purchase the Introduction to Treasury Management e-learning

Who is it for?

The e-learning is intended for those with little or no specialist experience of this area, including councillors, finance staff, and new treasury staff.

Note: While the content does refer to Wales, Scotland and Northern Ireland, the course will be most relevant to those working in English Local Government.

Course content

The e-learning covers:

  • what treasury management is
  • the main regulatory requirements and governance
  • treasury reports – what they should contain and their link to capital strategy
  • role of prudential indicators and key performance indicators
  • what treasury risks are and how they can be managed

How is it delivered?

This e-learning is delivered online. Detailed joining instructions will be sent to you.

How long will it take to complete?

The e-learning will take around four hours to complete. You will have access to the learning materials for three months.


The e-learning costs £99 + VAT

This e-learning carries four CPD hours

All CIPFA training counts towards your continuing professional development (CPD). If you are a CIPFA Chartered Member, you are required to undertake a minimum of 20 hours of relevant CPD activity each year as part of maintaining your professional competence and to develop skills and knowledge.

Find out more about CPD requirements.

Develop your understanding

You may also be interested in our Introduction to Local Government Finance e-learning.

Webchat is available Monday to Friday, 09:00 - 17:00 (excluding UK bank holidays).