In-person event
This free seminar with Sarasin and Partners is designed to help attendees further develop their investment knowledge within the charity sector, using more advanced skills, processes and tools.
An online version of this event is available here.
Why should I attend?
This is the follow-up course to the Foundation Investment Training, though attendance to the foundation course is not necessary to utilise the skills in this course. This course will help further build your skills by:
- Turning theory into practice, and helping attendees develop the right investment policy for their organisation
- Understanding environmental, social and governance (ESG) factors, and how they apply and impact portfolios
- Learning how to best utilise your investment manager, and different investment performance tools
- Finessing the timing of your investments, and how to implement your policy effectively
When and where?
- 1.30-2pm: Refreshments
- 2-5pm: Training
- Sarasin & Partners, Juxon House, 100 St. Paul's Churchyard, London, EC4M 8BU
Who should attend?
Free and available to CFG members and non-members. The course is suitable for anyone in the finance function responsible for investments, as well as charity trustees and CEOs.
About CFG events and membership
CFG events, training and members' meetings can count towards your continuous professional development (CPD). Contact your association for further information, or email events@cfg.org.uk
Becoming a CFG member gives you discounts on events and training, and access to exclusive events. Membership is open to your whole organisation. Join our community
Association of Independent Museums members can register for free CFG membership through our partnership.