The Informed Trustee

This course is open entry and is suitable for both new trustees and experienced charity trustees seeking to update their knowledge.

The course covers the following units:

  • 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

Course Brochure (PDF)

Course Writer Biographies (PDF)

Enrolment Terms and Conditions (PDF)

Why take this course?

The Informed Trustee equips current and aspiring 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 course will prepare you to make a powerful contribution at the board table. Created to encourage a new generation to charity trusteeship and refresh the skills of existing trustees, the programme's editor in chief is Julie Hutchison TEP; a charities specialist at Standard Life Wealth. The course content has been written by a team of 17 charity experts from leading UK law and accounting firms and is supported by the Charity Finance Group. Effective charity boards comprise trustees with a wide variety of skills, experience and perspectives.

Entry advice

This course is open entry and is suitable for both new trustees and experienced charity trustees wanting to update their knowledge.

How will I learn?

The course is delivered online and can be accessed via your desktop, tablet or mobile phone.

The course includes real life scenarios and case studies and, by asking you to reflect on these situations, encourages you to apply the knowledge you have gained in a practical way.

Course intended learning outcomes

On successful completion of this course you will be able to:

  • Outline charity laws and regulations in the jurisdiction of the UK (being Scotland, or Northern Ireland, or England and Wales.)
  • Identify the responsibilities of a charity trustee from within a range of realistic scenarios.
  • Explain charity tax and accounting concepts and information that is typically prepared and scrutinised by a board.
  • Discuss different regulatory, legal and finance information in a charity context
  • Recognise relevant risk management and regulatory issues to consider in a range of realistic scenarios.

Final assessment

To achieve a course completion certificate candidates are required to sit a multiple choice test of 40 questions covering the course material within 12 months of starting the course.

How to enrol

We are not currently accepting enrolments onto The Informed Trustee course due to ongoing technical issues. If you are interested in enrolling, please email ctt@step.org with your name and email address and you will be contacted when the course reopens for enrolments. As yet we do not have a date when we will be re-opening the course but we will contact those who have expressed an interested once this is known.

Already enrolled?

If you have already enrolled, you can login directly here

Group enrolment

If you are from an organisation who would like to purchase multiple licences for The Informed Trustee, please contact Charity Trustee Training ctt@step.org for details of prices.

Queries

If you have any queries regarding The Informed Trustee, please email ctt@step.org. This email address is monitored during normal business working hours, Monday to Friday with the exception of UK public holidays.