Charity investment training hub

Empowering trustees to lead with Confidence

At Rathbones, we understand that strong governance is the cornerstone of a thriving charity. That’s why we offer a comprehensive Trustee Training Programme designed to equip trustees with the knowledge, skills and confidence they need to lead effectively.

A group of adults and children playing tug of war at an outside charity trustee event

In partnership with leading experts

We work in collaboration with respected sector specialists including NCVO and CO3, ensuring our training reflects the latest best practice, regulatory guidance and sector insights. Whether you're a new trustee or an experienced board member, our programme offers valuable learning tailored to your needs.

UK-wide training – online and in person

Our trustee training is available across the UK, with a mix of face-to-face sessions and a flexible online training course. This hybrid approach means trustees can access high-quality learning wherever they are, at a pace that suits them.

Face -to-face workshops

Held in key locations across the UK, these sessions offer interactive learning and networking opportunities.

Online training

Accessible anytime, our digital course covers core responsibilities, financial oversight, risk management, and strategic leadership.

Where you’ll find us next

Join us on the road as we connect, collaborate, and champion causes at key industry events.

We’ll be exhibiting at a range of third-party conferences, expos, and gatherings across the sector. Whether you're attending to learn, network, or explore new partnerships, we’d love to meet you there. 

16 October

Charity Finance Summit, London

Join our session where James Ayre, Head of Investments, Charities, will be presenting on Strategic investment for enduring impact: Rethinking long-term portfolios.
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20 November

Rathbones Responsible Investment Summit, London

The Rathbones Responsible Investment Summit brings together clients, partners, and industry leaders to explore the evolving landscape of responsible investment.
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1 December 1 December -

Charity Investment Forum, 1 December, London

Join our workshops as Andrew Pitt and Laura Hobbs unpack CC14 guidance and explore structuring portfolios for financial resilience and mission-aligned impact.
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Why choose Rathbones trustee training?

Whether you're looking to strengthen your board’s effectiveness or support new trustees in their role, Rathbones Trustee Training is here to help.

Delivered by sector-leading experts

Practical, engaging and up-to-date content

Designed to support good governance and financial resilience

Flexible formats to suit busy trustees

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