Helping charities with their investments

Tuesday 14 February 2017

One of the projects our Client team is developing is putting together a register of CFA UK members who’d be willing to give their time to sit as trustees and give expertise and insights into getting the most out of their investments – thus contributing to charities’ aims and activities.

Among the considerations:

  • Training for volunteers covering the main elements of being a charity trustee
  • A register of willing CFA charterholders who have undergone this training
  • A group of mentors who have trustee experience to guide those starting out on the programme
  • Events where charities can link up with prospective trustee volunteers
  • Liaison with governing bodies for charities to promote this project

Take our survey:

Do you think CFA charterholders volunteering as charity trustees could enhance the perception of our investment profession?