Education and Events:Courses, Seminars and Events

Below you will see our current list of the training courses we run regularly and upcoming seminars and discussion groups. If you are interested in a particular course or event, please use the linked form to make an enquiry and we will get back to you with more details and availability.

Your introduction to investing the assets of a funeral trust

Considering your unrestricted assets for investment can be a daunting thought at the beginning. There’s new terminology to understand and various types of investments. We can help you demystify the investment journey with all the knowledge you’ll need to start off strong.

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Everything you need to run your own strategy review

This training covers all the components that make up a strategy review: from objective setting to strategy design and implementation, finishing off with monitoring. You’ll be guided through the entire process, learning not only how to create your strategy but why each section is important to your funeral trust’s objectives. Finally, you’ll take a detailed look at what each component of the investment cycle includes and things to consider to ensure projects run efficiently.

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An Asset Class Deep Dive

Perhaps you’d like a thorough look at a particular asset class? We’ve got you covered. You’ll understand the defining criteria, risks and rewards, underlying holdings and pros and cons.