This course aims to provide finance staff with a deeper understanding of fund management and the wider investment classes so they can confidently take responsibility for investments. The course textbook is the Sarasin & Partners Compendium of Investment, which is used as a reference document across the sector.
This course has recently been given official CPD accreditation by the CPD Standards Office. Delegates will be awarded 2.5 points.
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 good follow on from the Foundation Investment Training course and will allow attendees to further their understanding of investment issues.
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.*