Online course

Finance fundamentals: Playing your part in sustainability and success

September 14, 2020 to December 14, 2020

Sound financial oversight, processes and procedures are essential to the sustainability and success of any non-profit housing organization, particularly in the face of heightened expectations and requirements from funders and governments.

Regardless of role or title, all staff have a part to play in ensuring and supporting financial responsibility and success.

This course provides a practical overview of the fundamentals of financial oversight and management, enabling learners to be an active part of their organization’s financial success.

Course participants will develop and deepen their understanding of:

  • the core principles of good financial management and oversight
  • what policies, procedures and bylaws to have in place
  • appropriate roles and responsibilities for staff, management and the board
  • how to set and monitor a budget
  • fundamental internal controls and how to implement them
  • how to prepare for and support the annual financial audit
  • financial indicators and how to interpret them
  • end of operating agreements and its impact on finances
  • understanding and managing financial risk
  • key considerations for meeting accountability, legislative and Canada Revenue Agency requirements

Learners will have access to the web-based course and moderator for three months.

Course content will be delivered through a combination of presentations, reading materials, case studies and video segments.

Apply and test what you’ve learned through hands-on exercises and quizzes, and walk away with a certificate and digital badge after successfully completing the course.

Accessing the course

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Finance Fundamentals

9/14/2020 - 12/14/2020



100% online


12 weeks




3-4 hours per week

  • Regular Price: $350+HST
  • Upgraded Members: $262.50+HST
  • Service manager partners: $300+HST


Less than 60 learners

Earn a certificate and a digital badge upon completion


Internet connection Operating systems: Windows 7 or higher, Mac OS X 10.6 or higher. Browser: runs JavaScript Additional requirements: Updated versions of Adobe Reader and Adobe Flash Player.

Additional resources

This course is a part of ONPHA's Financial Resources Suite, which also includes our 2018 Financial Policies and Procedures Handbook, and a selection of infoON instructional overviews.

Click here to explore the full suite of materials