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. 

11 February

ESG Imperative

A conference for charity professionals looking to further their charity's ESG agenda, hosted by Charity Finance. Our speaking session explores how long-term investment portfolios can be structured to deliver financial resilience and mission-aligned impact through meaningful ESG integration.
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4 March

CFG Investment Conference

This event is designed to equip charities with the knowledge and confidence to build and maintain a successful investment portfolio.
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24 March

ACEVOFest

Visit our exhibition stand at ACEVOFest - the annual festival of leadership for civil society leaders who want to be inspired, challenged, and connected.
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23 April

Scottish Council of Independent Schools Conference

The SCIS Annual Conference is a key gathering for Scotland's independent school professionals. Visit our exhibition stand to discuss your school's investment management needs.
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12 May 13 May -

ISBA Conference

Visit our exhibition stand at ISBA's popular annual conference to chat about your school's investment management requirements.
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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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