Foundation Investment Training

Tuesday 23 April 2024

Sarasin & Partners
Juxon House
100 St. Paul's Churchyard
London EC4M 8BU

In person event 

Why should I attend?

This intensive 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. 


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

Key topics covered: 

• 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


Where and When 


In-person event at the office of Sarasin & Partners


Free and available to CFG members and Non Members 


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

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.

Charities - Members£0.00
Charities - Non-members£0.00
Individual - Members£0.00
Individual - Non-members£0.00

In partnership with