Practical training for school
finance and leadership roles.

All SMS training is designed and delivered by experienced school finance professionals — not generic trainers. Whether you're new to the SBM role or an experienced finance lead, we have a course tailored to your needs.

4

Course types

27 Hours

SBM essentials course

On-site

& remote delivery

Bespoke

Tailored to your school

Courses

Essentials of School Business Management

A comprehensive 27-hour programme for new and aspiring SBMs

  • Face-to-face and onsite delivery
  • Four structured sections covering all aspects of the SBM role
  • Networking and collaboration opportunities with peers
  • Hands-on training in finance systems, month-end processes and budget planning
  • Support with first monthly submissions
  • Cohort review and follow-up training included
  • A dedicated consultant throughout for consistent guidance

Access Finance & FMS Training

  • Onsite delivery for finance assistants and school office staff
  • Confidence and competence in key finance platforms
  • Covers Access Finance and FMS specifically

New Heads Training

  • Understand monthly financial documents
  • Interpret budget monitoring reports
  • Navigate budget setting with clarity

Benchmarking Workshops

  • Decode benchmarking data with peers
  • Share and identify best practices
  • Drive strategic improvements across your school

Why Choose SMS Training?

SMS training stands apart because it comes from people who have done the job. Here's what that means in practice.

More about us

Delivered by practitioners

Every SMS trainer has worked inside schools and Local Authorities. Training is grounded in real-world experience — not textbooks.

Tailored to your context

We adapt training to your school type, finance system and team. No generic one-size-fits-all courses.

Ongoing support included

Training doesn't end when the session does. SMS provides follow-up support and access to tools to embed what's been learned.

Related Services

SBM Recruitment

Hiring a new SBM? Follow up with our essentials training course to get them up to speed fast.

Learn more

Core Finance SLA

Combine training with ongoing helpdesk support — so your team always has someone to call.

Learn more

SMS Tools

Training on Access Finance and FMS works hand in hand with our BMR and salary tools.

Learn more

Interested in training for your team?

Get in touch and we'll recommend the right course for your school's needs.

Empowering schools with expertise, insight and integrity.