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