Submit financial information for ITPs
Explains how selected independent training providers (ITPs) should submit financial forecasts.
Applies to England
To help assure the financial stability of independent training providers (ITPs) we regularly contact a sample of providers for financial forecasts.
You will be contacted by the Department for Education (DfE) in writing if you’ve been included in the sample. This letter will include:
- when the financial forecast return form will be available
- the deadline for submitting your return
Only ITPs who received a written request for information need to complete a return.
Download the financial forecast return form
A copy of the financial forecast return template will be available in the Education and Skills Funding Agency (ESFA) document exchange. It will be listed under the ‘Documents received from ESFA’ section.
You can find information about how to access and use the ESFA document exchange in the user guide.
Use the customer help portal if you:
- have questions about your return
- are unable to find the financial forecast return template
Submit your return
Your return should be:
- accurate, complete and consistent
- supported by a detailed narrative
- uploaded as an Excel file
Upload your completed financial forecast return to the ESFA document exchange before the deadline in DfE’s written request. To do this, navigate to the ‘Send a new document’ folder and upload your file.