Foundation Investment Training - London FULLY BOOKED

Tuesday, 11 Jul 2017, 13:45 - 17:30


This intensive half-day seminar is designed to give participants a thorough understanding of the fundamental principles of charity investment, as well as their responsibilities as finance manager or trustees. We aim to provide attendees with an outline of charity finance, their obligations within this and how to make responsible decisions regarding charity investments.

The delegate will receive a copy of the Sarasin & Partners Compendium of Investment, which is used as a reference document across the sector.

This course is CPD accredited and attendance can be recorded as 2.5 hours towards annual CPD requirements.

Who should attend

The course is open to charities only, and is suitable for anyone in the finance function responsible for investments, as well as charity trustees and CEOs. This is a solid introduction to investment to individuals new to this area or the charity sector. It can also be a good way to update and refresh the knowledge for those who have some experience with investments.


A half-day, small group, training course in an informal, interactive environment.


Richard Maitland, Head of Charities, or other members of the Sarasin & Partners Charities Team, who are committed to the charity sector, deliver this training as qualified instructors and investment professionals with at least 5 years' experience. 

*Please note - this course is for registered charities only.*

This course is delivered in association with Sarasin & Partners.

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13:45 – 14:00

Arrival and registration

14:00 - 17.30

Course Content

Decision making about charity funds

'Must do' (legal) and 'should do' (best practice)

The Authority of Trustees

The Trustee Act 2000

The General Power of Investment

Why Charities Own Investments

Analysis of Major Asset Categories - What drives returns?

Creation of a Strategic Investment Policy

Enacting an Investment Policy

Monitoring Your Investments

(there will be a coffee break during the afternoon)

17:30 - 18.30

Drinks and follow on discussions

Venue Details


Sarasin & Partners, Juxon House, 100 St. Paul's Church Yard, LONDON, EC4M 8BU

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Bookings & Prices


  • CFG Charity Member - £68.00
  • Non CFG Member Charity - £88.00

Sarasin & Partners' clients will be fully subsidised for these courses.  In this instance, please email  to book your place.

Terms and Conditions:

Written notice of cancellations up to 21 days before an event will incur a 25% administration fee. After this time period, a 100% cancellation charge will apply. Substitutions (i.e. name changes) for the course booked can be made free of charge.

CFG reserves the right to cancel any event two weeks prior to the event date. You will be entitled to a full refund or given the opportunity to transfer to an alternative date. However we regret that we cannot refund any travel or accommodation costs incurred by delegates. CFG accepts no liability if an event is cancelled or postponed for reasons beyond our reasonable control resulting from an act of God, governmental regulation, fire, war, terrorist activity or civil commotion.

It may be necessary for reasons beyond our control to change the date, time or the venue at any time prior to the event date. If this occurs you will be informed of changes and given the opportunity to cancel or transfer to an alternative date.

CFG reserves the right to amend the content of the programme or the speakers where necessary without consulting booked delegates.

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