COURSE 16

3 Hours CPD

Manage Finance & Stay Paid on Time

Manage Finance & Stay Paid on Time

Simplify payments, reduce admin, and take the stress out of finances — build the consistency and control every successful assessor needs.

Simplify payments, reduce admin, and take the stress out of finances — build the consistency and control every successful assessor needs.

£99

£99

(£33/hour CPD)

Accredited CPD. Proven ROI. Recognised Across the UK.

Accredited CPD. Proven ROI. Recognised Across the UK.

Structured CPD

Instant Certificate

Lifetime Access

5x ROI Guarantee

Course Overview

Course Overview

Financial clarity is one of the strongest foundations of a stable EPC business — yet many assessors struggle with irregular income, late payments, missing invoices, or unclear tracking.

This course gives you a simple, assessor-friendly financial system that keeps you organised, ensures you get paid on time, and helps you maintain predictable monthly cash flow.
You’ll learn how to structure invoices properly, set payment expectations, protect yourself with deposits, track your finances easily, and avoid the common financial mistakes that cause stress and instability in small service businesses.

This course helps you feel in control of your income — not guessing, hoping, or chasing clients.

Financial clarity is one of the strongest foundations of a stable EPC business — yet many assessors struggle with irregular income, late payments, missing invoices, or unclear tracking.

This course gives you a simple, assessor-friendly financial system that keeps you organised, ensures you get paid on time, and helps you maintain predictable monthly cash flow.
You’ll learn how to structure invoices properly, set payment expectations, protect yourself with deposits, track your finances easily, and avoid the common financial mistakes that cause stress and instability in small service businesses.

This course helps you feel in control of your income — not guessing, hoping, or chasing clients.

By the end of this course, you’ll:

Set up a simple financial system that keeps all income, invoices, and expenses organised.

Get paid on time using clear, professional payment processes that clients respect.

Use deposits and clear terms to protect your time and reduce unpaid cancellations.

Track your cash flow confidently, helping you plan ahead and maintain financial stability.

By the end of this course, you’ll:

Set up a simple financial system that keeps all income, invoices, and expenses organised.

Get paid on time using clear, professional payment processes that clients respect.

Use deposits and clear terms to protect your time and reduce unpaid cancellations.

Track your cash flow confidently, helping you plan ahead and maintain financial stability.

"The best CPD I’ve done in years — simple, practical and genuinely useful."

"The best CPD I’ve done in years — simple, practical and genuinely useful."

— Sarah K., DEA, Manchester

— Sarah K., DEA, Manchester

Who This Course Is For

Who This Course Is For

Perfect for:

• New assessors wanting a clean, easy-to-use financial system

• Active DEAs frustrated with late payments or inconsistent income

• Assessors wanting more predictable monthly revenue

• Learners progressing through the Level 1 Professional Programme

Perfect for:

• New assessors wanting a clean, easy-to-use financial system

• Active DEAs frustrated with late payments or inconsistent income

• Assessors wanting more predictable monthly revenue

• Learners progressing through the Level 1 Professional Programme

Course Structure

Course Structure

Includes:

• Finance-tracking walkthroughs

• Simple invoice and payment templates

• Cash-flow control methods

• End-of-course quiz

• Instant CPD certificate

Includes:

• Finance-tracking walkthroughs

• Simple invoice and payment templates

• Cash-flow control methods

• End-of-course quiz

• Instant CPD certificate

"Finally, CPD that actually helps me earn more, not just tick boxes."

"Finally, CPD that actually helps me earn more, not just tick boxes."

— David H., DEA, Birmingham

— David H., DEA, Birmingham

CPD Information

CPD Information

• 3 structured CPD hours

• Recognised within the energy assessment industry

• Certificate provided instantly upon completion

• 3 structured CPD hours

• Recognised within the energy assessment industry

• Certificate provided instantly upon completion

Using Your £99 Assessor Credit

Using Your £99 Assessor Credit

Your £99 assessor credit can be used on this course, or applied toward a CPD Bundle for greater long-term value.

Your £99 assessor credit can be used on this course, or applied toward a CPD Bundle for greater long-term value.

FAQs

FAQs

Is this course CPD recognised?
Is this course CPD recognised?
Is this course CPD recognised?
Will I receive a certificate?
Will I receive a certificate?
Will I receive a certificate?
Can I use my £99 credit on this course?
Can I use my £99 credit on this course?
Can I use my £99 credit on this course?
Do I get lifetime access?
Do I get lifetime access?
Do I get lifetime access?

Ready to supercharge your EPC business?

Ready to supercharge your EPC business?

Join other assessors taking control of their income, building stronger client relationships and future-proofing their careers.

Learning & CPD

Level 1 – Professional Mastery

Level 2 – Advanced Business Mastery

Level 3 – Leadership & Enterprise Mastery

Compare Plans

Platform & Tools

COMING SOON

Create Free Profile

Directory of Assessors

Instant Quote Tool

Deposit Payment Processing

Performance Dashboard & Insights

CRM

CPD Scholarship

Accredited CPD. Proven ROI. Recognised Across the UK.

Structured CPD

Instant Certificate

Lifetime Access

5x ROI Guarantee

EPC Hub is a UK-registered .org CPD provider and verified UKRLP Learning Organisation (No. 10099868).

All courses are structured to meet professional CPD requirements for Domestic Energy Assessors.
*Only with courses marked with the '✔ 5x ROI Guarantee' badge.

© 2025 EPC Hub — All rights reserved.

Learning & CPD

Level 1 – Professional Mastery

Level 2 – Advanced Business Mastery

Level 3 – Leadership & Enterprise Mastery

Compare Plans

Platform & Tools

COMING SOON

Create Free Profile

Directory of Assessors

Instant Quote Tool

Deposit Payment Processing

Performance Dashboard & Insights

CRM

CPD Scholarship

Accredited CPD. Proven ROI. Recognised Across the UK.

Structured CPD

Instant Certificate

Lifetime Access

5x ROI Guarantee

EPC Hub is a UK-registered .org CPD provider and verified UKRLP Learning Organisation (No. 10096988). All courses are structured to meet professional CPD requirements for Domestic Energy Assessors.

© 2025 EPC Hub — All rights reserved.

Learning & CPD

Level 1 – Professional Mastery

Level 2 – Advanced Business Mastery

Level 3 – Leadership & Enterprise Mastery

Compare Plans

Platform & Tools

COMING SOON

Create Free Profile

Directory of Assessors

Instant Quote Tool

Deposit Payment Processing

Performance Dashboard & Insights

CRM

CPD Scholarship

Accredited CPD. Proven ROI. Recognised Across the UK.

Structured CPD

Instant Certificate

Lifetime Access

5x ROI Guarantee

EPC Hub is a UK-registered .org CPD provider and verified UKRLP Learning Organisation (No. 10096988). All courses are structured to meet professional CPD requirements for Domestic Energy Assessors.

© 2025 EPC Hub — All rights reserved.