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Levels of our Trustee Education programme

Our Trustee Education programme is divided into four levels :

Introduction

This level is aimed at trustees who are new to the role and have limited investment knowledge.  This course is also suitable for trustees who want to brush up on their investment knowledge.

Advanced

On this level we probe a little deeper into the investment world and tackle subjects/products in greater detail to the introduction level. This course is aimed at Trustees who are well versed in investment terminology.

Specialist

This seminar focuses on specialist investment management topics such as Liability Driven Investment or Strategic Thinking. They are designed to cater for delegates with some knowledge of investment, but want to learn more about these specialist areas. The aim of the seminars is to cover the key elements of the topic and, where possible, to invite guest speakers to provide their input.