Cazenove Launch Charities Online Trustee Training

22 June 2020

Cazenove Capital




Launching our Online Trustee Training course


"Trustees have overall responsibility for the investment of a charity’s funds. This means that they have a crucial role to play in making strategic decisions about how to use a charity’s assets to achieve its aims." Charity Commission, CC14



We want to help your board develop the knowledge and confidence to successfully oversee your charity’s investment assets.  We have been working in partnership with charities for 80 years and providing in-person trustee training over the past decade – training over 8,000 trustees and executives.


The CV-19 pandemic has encouraged us to think differently and we have developed a comprehensive online trustee training programme – this has been an ambitious project and the first of its kind in the charity world and we are delighted to have contributions from our friends and partners Mayfair Capital and haysmacintyre.



The complementary course is accessed through an easy to use learning platform, with modular content designed to be relevant for those who are new to the charity investment world as well as seasoned trustees. Most sessions are less than 10 minutes, and you can start and stop as and when convenient. Once you have completed the course you can obtain a certificate of completion and CPD by getting in touch with us.


To give you an insight into the topics covered, a summary of the course content is shown below.



  • Module 1: Introduction to investment
  • Module 2: Core asset classes
  • Module 3: Key trustee decisions
  • Module 4: Portfolio construction
  • Module 5: Permanent endowments
  • Module 6: Responsible investment
  • Module 7: Reviewing your investment manager
  • Cazenove Charities - who we are
  • Financial reporting: an overview from haysmacintyre


Please register below to access the course materials and feel free to circulate to your trustee board. If you have any feedback or suggestions for future content then please get in touch.



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