The PEFA (Public Expenditure and Financial Accountability) Framework Training Course

The PEFA (Public Expenditure and Financial Accountability) Framework Training Course

Introduction

PEFA Framework Training Course is designed to strengthen participantsΓÇÖ knowledge and practical skills in public financial management (PFM), fiscal transparency, expenditure efficiency, budget accountability, and governance reforms. This training provides an in-depth understanding of how the PEFA methodology assesses the strengths and weaknesses of PFM systems, enabling policymakers, auditors, development partners, and practitioners to design effective fiscal strategies and improve public service delivery.

Through interactive case studies, real-world applications, and hands-on analysis, this course equips participants with the competencies to use PEFA indicators, scoring methodologies, assessment tools, and reform monitoring systems. It emphasizes good governance, evidence-based decision-making, intergovernmental fiscal relations, revenue mobilization, and budgetary discipline to drive stronger institutions and ensure financial sustainability at both national and sub-national levels.

Course Objectives

1. Understand the core principles of the PEFA Framework.
2. Analyze key PEFA performance indicators for public financial management.
3. Apply fiscal transparency and accountability mechanisms.
4. Evaluate budget credibility, predictability, and control of expenditure.
5. Assess revenue mobilization strategies using PEFA tools.
6. Strengthen intergovernmental fiscal transfers and coordination.
7. Conduct PEFA assessments for reform monitoring and evaluation.
8. Enhance public expenditure management and reporting systems.
9. Integrate governance and anti-corruption measures into PFM.
10. Align donor support and development financing with PEFA assessments.
11. Improve fiscal risk management and financial sustainability.
12. Apply lessons from case studies of successful PEFA reforms.
13. Develop strategic action plans to improve institutional capacity.

Target Audience

1. Government finance officers
2. Budget planners and analysts
3. Auditors and accountants in the public sector
4. Policy makers and legislators
5. Development partners and donor agencies
6. Local government officials
7. Civil society organizations (CSOs) focused on governance
8. Financial consultants and PFM practitioners

Course Duration: 5 days

Course Modules

Module 1: Introduction to the PEFA Framework

• Overview of PEFA and its global significance
• Key dimensions of PFM performance
• PEFA indicators and scoring methodology
• The role of PEFA in fiscal reforms
• Practical tools for PEFA analysis
• Case Study: Global adoption of PEFA assessments in Sub-Saharan Africa

Module 2: Budget Credibility and Transparency

• Importance of credible budgets in governance
• Measuring fiscal transparency indicators
• Techniques for improving budget forecasts
• Linking PEFA with fiscal discipline
• Tools for enhancing accountability
• Case Study: Improving budget credibility in KenyaΓÇÖs public sector

Module 3: Predictability and Control in Budget Execution

• Monitoring expenditure controls
• Tools for expenditure predictability
• PEFA indicators for budget execution
• Ensuring timely fiscal reporting
• Role of oversight institutions
• Case Study: Strengthening expenditure control in Ghana

Module 4: Revenue Mobilization and Fiscal Capacity

• Measuring domestic revenue mobilization
• Enhancing tax administration efficiency
• PEFAΓÇÖs role in revenue collection reforms
• Addressing fiscal capacity challenges
• Strengthening compliance and enforcement
• Case Study: Revenue mobilization reforms in Rwanda

Module 5: Intergovernmental Fiscal Transfers

• Importance of equitable fiscal transfers
• PEFA indicators on fiscal relations
• Addressing vertical and horizontal imbalances
• Improving sub-national fiscal accountability
• Designing effective transfer mechanisms
• Case Study: Fiscal decentralization in Indonesia

Module 6: Governance, Transparency, and Anti-Corruption

• PEFAΓÇÖs role in strengthening governance
• Integrating transparency into reforms
• Tools for reducing corruption risks
• Monitoring fiscal integrity indicators
• Role of civil society in oversight
• Case Study: Anti-corruption reforms in Eastern Europe

Module 7: PEFA Assessments and Reform Monitoring

• Conducting effective PEFA assessments
• Using PEFA for reform prioritization
• Linking PEFA with donor support
• Institutionalizing reform monitoring systems
• Developing progress measurement tools
• Case Study: Donor-aligned reforms in Latin America

Module 8: Strategic Action Planning for PFM Reform

• Developing actionable reform strategies
• Building institutional capacity with PEFA
• Aligning reforms with national strategies
• Strengthening fiscal sustainability measures
• Incorporating risk management frameworks
• Case Study: Strategic reform planning in South Asia

Training Methodology

• Interactive lectures with expert facilitators
• Group discussions and peer learning
• Real-world case study analysis
• Hands-on exercises with PEFA indicators
• Role-play and simulation of reform processes
• Action planning for institutional application

Register as a group from 3 participants for a Discount

Send us an email: info@datastatresearch.org or call +254724527104 

Certification

Upon successful completion of this training, participants will be issued with a globally- recognized certificate.

Tailor-Made Course

 We also offer tailor-made courses based on your needs.

Key Notes

a. The participant must be conversant with English.

b. Upon completion of training the participant will be issued with an Authorized Training Certificate

c. Course duration is flexible and the contents can be modified to fit any number of days.

d. The course fee includes facilitation training materials, 2 coffee breaks, buffet lunch and A Certificate upon successful completion of Training.

e. One-year post-training support Consultation and Coaching provided after the course.

f. Payment should be done at least a week before commence of the training, to DATASTAT CONSULTANCY LTD account, as indicated in the invoice so as to enable us prepare better for you.