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Finance record training

Online short courses

By clicking the link to access E-Learning Training, you confirm that you accept HESA's terms and conditions attached to the provision of that training and HESA’s privacy policy.

An introduction to the Finance record (C19031)

This CPD-accredited training course offers an introduction to the Finance record and provides an overview of the entire data collection process. It is ideal for colleagues new to the Finance record and will cover the entities and key data items, validation, submission and the onward use of Finance data. It also covers any updates to the record, reflective of recent changes.

Please note: English providers now submit both actual and forecast finance data to the Office for Students (OfS) directly. This training will be suitable for higher education providers in Scotland, Northern Ireland and Wales.

Learning objectives

  • Understand the Finance record data requirements
  • Name the key tables within the HESA Finance record
  • Establish how to use HESA systems to submit the Finance record
  • Understand how to ensure a high quality data submission
  • Recognise the importance and use of Finance data.

Upon successful completion you will receive a CPD certificate for your records. For us to be able to issue you with a certificate please ensure the name you log in with, and that which is connected to your e-learning account, is your full name.

This CPD activity equates to 2 CPD hours.

This course was updated on 24 February 2021 (coding manual version 1.3)

Privacy statement

The software that we use for our short-courses is provided by Easygenerator. To complete our short-courses you will need to provide some personal information (name and email address), this will allow you to take a break and return to the course in your own time. Only HESA staff will have access to your personal information, and we will only use this information to administer and monitor the use of our courses.

Please see the HESA Privacy information page for more information on how we process personal data.