Investment Training for Directors & Trustees

Delivered in association with:

Investment Training for Charity Directors & Trustees - Foundation
This intensive half-day seminar is intended to help participants build confidence in making strategic decisions on investment and related matters. The aim is to give participants a thorough understanding of the fundamental principles of investment and what their responsibilities are.

Why should I attend?
Although Trustees usually delegate the day-to-day management of their investments, they retain overall responsibility. If you wish to gain a greater understanding of the Trustee’s role and the role of Senior Charity Managers in creating and managing a strategic investment policy for your charity, this course is for you.

What will it do for me?
This intensive 2-part half-day seminar is intended to help you build confidence in making strategic decisions on investment and related matters. The aim is to give participants a thorough understanding of the fundamental principles of investment and what your responsibilities are.

What subjects will we cover?
* The Role of the Trustee
* The Authority of Trustees
* The Trustee Act 2000
* The General Power of Investment
* Why Charities Own Investments
* Creating a “Strategic Investment Policy”
* Enacting an Investment Policy
* Monitoring Your Investments

Who is it for?
This Foundation Seminar is designed for Charity Trustees and Senior Charity Managers who want a better understanding as to their overall investment responsibilities.

It is also aimed at the “lay” trustee who is not a full time investment professional, but needs to understand the characteristics of the various types of investment.

What past delegates have said:
            “ Very interesting! Good pace – literature excellent!”
            “ Really outstanding presentation”
            “Very clear and relevant – lots of time for questions”
            “Good and interesting seminar”

Investment Training for Charity Directors & Trustees - Advanced
This afternoon session, designed as a complementary addition to the Foundation seminar, is for those who want to obtain a more detailed understanding of investments. This afternoon seminar concentrates on the reasons for considering property, hedge funds and commodities in more detail, and looks at how these investments can enhance returns and lower risk.

Please note that CFDG training courses can count towards your Continuing Professional Development, for details please discuss the courses suitability for your personal goals with your professional body.

To book and for a full list of CFDG training courses & events please see the CFDG Events Calendar.