The Informed Trustee

The Informed Trustee equips trustees with the knowledge needed to be successful charity board members. Providing full coverage of the legal, regulatory and financial requirements on charities across the UK, this innovative e-learning course will prepare you to make a powerful contribution at the board table.

Why take this course?

Effective charity boards comprise trustees with a wide variety of skills, experience and perspectives. Being a charity trustee provides a great opportunity to make a difference to society, support a cause you feel passionately about and gain knowledge of the third sector. This comprehensive course will provide you with a board range of knowledge to empower you to make a real difference as a charity trustee.

Our experts

The course has been written by a team of more than 10 charity experts from leading UK law and accounting firms, providing distinct content relevant to England and Wales, Scotland and Northern Ireland.

Who can take this course?

The course is open entry and has been created to encourage a new generation to charity trusteeship and to refresh the skills of existing trustees.

How will I learn?

The course is delivered online and requires approximately 50 hours of study. It focuses on real life scenarios and the practical application of knowledge.

You will have access to the material for 12 months, during which you can work through the topics at your own pace.

What will I learn?

The course comprises the following modules:

  • Introduction
  • Legal form of charity
  • Roles and responsibilities
  • Membership matters
  • Communications and data
  • Operations
  • Fundraising
  • Accounts
  • Financial management and tax
  • Risk management and sustainability
  • Personal development pathway for charity trustees


  • GBP215 (inc VAT) for a 12 month licence to access the online material and the assessment
  • GBP149.00 Corporate booking for 3-10 people
  • If you have more than 10 candidates please contact [email protected]

How do I enrol?

Enrol here

This course is run by our education training partner CLTI

If you are an employer or STEP Employer Partner looking to purchase multiple licenses for your employees’ learning and development please contact CLTI for details of pricing.

Our Education Partner: CLTI

The Advanced Certificates that make up the STEP Diploma are delivered by STEP's primary training partner, CLTI. CLTI is a professional training, education and qualifications provider for the financial services industry, and over the past 20 years, CLTI and STEP have worked together to develop more than 25 qualifications and training courses that fit practitioners’ needs, and support STEP’s Exam Route to Full Membership