This e-learning programme provides a comprehensive overview of the core knowledge and key components required to take responsibility for the effective maintenance of primary care finance systems within a practice or group of practices.

It will provide a baseline for anyone in an administrative or management role within primary care who already has limited involvement with finance and accountancy management and wants to expand their knowledge in order to extend their responsibilities.

In this 2021 updated version, our team of researchers has summarised the latest information affecting General Practice finance, ensuring you are up-to-date with all the changes and signposting you to the most recent publications affecting your practice.

If you have subscribed to this programme in the last 12 months you will have access to the new format and will be sent a revised link. As part of PMA’s Support and Update package, you can extend your access for £49.00 per year.

The updates include:

  • GP Contract changes for 2021/22
  • The Kickstart Government Scheme and how it can help practices
  • Updated HMRC tax and NI rates for 2021/22
  • Using the TRS Portal
  • Update on PCNs including the revised Network Contract DES, the ARRS Fund and the Investment and Income Fund

This programme consists of 8 modules. It is estimated that each module will take 1-2 hours to complete. The modules are:

  1. Understanding Finance in Primary Care
  2. Format of Accounts
  3. Internal Controls
  4. Income
  5. Controlling Expenditure
  6. Payroll and Pensions
  7. Budgeting
  8. Other Practice Finance Considerations

To see more detail on the units covered in these modules please click here.

This is a flexible, online programme ideal for Level 3 and above. Level 2 in numeracy and basic IT skills are recommended.

A range of formats and learning methods will be included including case studies, interactive exercises and worksheets and knowledge checks.

What do your colleagues say? 

Rated 4.5/5 by learners.

“I am in the middle of completing the Exellence in Primary Care Finance course, which is excellent.”

“Excellent course and I would recommend it for increasing knowledge of primary care finance”

“I thoroughly enjoyed this course and am looking forward to implementing the knowledge learned as part of my development.”

“Really enjoyed the course”

How much does it cost?

The cost for the course is £495 and includes the PMA Academy certificate awarded on successful completion.

If you would like to know more, please contact the PMA Team at or phone 0330 111 6459 and we will be happy to speak to you in more detail about how the PMA e-Learning Programme can benefit you.

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  • Only £495

  • Duration: Flexible 1-2 hours per module

  • Location: Online

  • Level 2: Numeracy and basic IT is recommended

REGISTER & PAY by card
Register & Pay by Invoice

If you have registered for an e-learning course before, please use your existing login. New users will need to select the ‘New user? Register and pay for your course here‘ option on the PMA learning platform homepage and follow the on-screen instructions.


Feedback from learners is outstanding with 4 and 5 star ratings (out of 5) across the board. 

Here are just a few comments:

Great way to learn!

It was very helpful and good presentation.

Great that there weren’t large blocks of writing and little test questions along the way.

Good range of resources to assist my understanding.

Get in touch

Contact the PMA now

If you would like more information about any of our workshops, the timings or adapting our programmes to your local needs / requirements, please call 0330 111 6459 or email

Please note that all workshops are delivered online as web workshop sessions – however, if you require face to face workshops, please get in touch and we will be happy to discuss this.

Get in touch

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As a PMA member, you will benefit from regular news and updates on key issues and regulatory changes that affect GP practices. You will gain access to exclusive training and events that ensure you maintain currency of knowledge and skills. You will have the opportunity to meet and network with your peers from around the UK.

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