Free online trustee training: charity investments

Cazonove Capital want to help your board develop the knowledge and confidence to successfully oversee your charity’s investment assets.


Having trained 8,000 charity trustees and executives in person over the past decade, they have taken their comprehensive training programme online. The modular course has content that will be relevant for those who are new to the charity investment world as well as seasoned trustees.

Topics include:

  • core asset classes

  • key trustee decisions such as what to include in your investment policy responsible investment and investing for impact

  • portfolio construction

  • financial reporting and going concern

The course is free for charity trustees and staff of charities. You can find out more and enrol here.

Where to find us

Llandrindod Wells Office

Unit 30
Ddole Road Industrial Estate
Llandrindod Wells

01597 822 191

Newtown Office

Plas Dolerw
Milford Road
SY16 2EH

01686 626 220

Get in touch


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