In line with ICAEW's Continuing Professional Development (CPD) Regulations, members who volunteer as charity trustees should complete training each year that is specific to those duties. To support members meet their requirements ICAEW has created this training course.
Included as part of your membership, this course aims to equip you with the knowledge and confidence to be an effective charity trustee.
The course will help you comply with the CPD Regulations and, for those charity trustees with wider CPD requirements, will count towards your minimum number of verifiable CPD hours.
ICAEW will be providing an annual update to this online training, so you can keep up to date with developments that impact your responsibilities as a charity trustee.
Recorded on 4 September 2024, the training course is split into two videos (each are around 40-minutes long).
Don't forget to log your CPD activity
Once you've watched the video, you can add this CPD activity to your online membership record using the AddCPD tool in the bottom right-hand corner of the page. You just need to click on the AddCPD button and answer the questions.
Part 1: the fundamentals
Covers the fundamentals of being a charity trustee, including what constitutes a charity. It helps you consider what sort of organisation are you involved with and how it is regulated. The video then describes the six main duties of a charity trustee:
- to make effective decisions;
- to manage conflicts of interest/loyalty;
- to manage your charity’s resources responsibly;
- to maintain accountability;
- to identify and manage risks; and
- to report serious incidents.
Watch the video
Part 2: current developments
Looks at current and upcoming developments that might impact your role as a charity trustee, such as:
- Charity regulation in England and Wales, including the Charity Annual Return.
- Investing charity money.
- Social media and the use of artificial intelligence (AI).
- Accepting, returning and refusing donations.
- Managing a charity’s finances (CC12).
- Five-minute guides for trustees.
- UK GAAP for charities and upcoming changes.
- The Charity Governance Code.
- The Fundraising Regulator.
- Other UK charity regulators.
Watch the video
Help and support
ICAEW provides a range of resources to support you.
