Competence and confidence
Our training programmes equip trustees, fiduciaries, and investment professionals with the knowledge and skills required to fulfil their duties with competence and confidence.
Programmes are designed and led by practitioners with decades of experience in enterprise risk, quantitative finance and governance — translating complex ideas into practical, board-ready understanding.
Our training programmes are designed to enhance competence and practical knowledge, and contribute to Continuing Professional Development requirements. They do not constitute financial advice.
Choose Your Programme
Indicative content — every programme is tailored to your board, team or organisation.
Trustee Foundations
For: Newly appointed board members
- Fiduciary duties of board members under the Pension Funds Act
- Investment governance and the role of the investment policy statement
- Regulation 28: purpose, principles and prudential limits
- Understanding risk, return and member outcomes
- Oversight of service providers and asset managers
Investment Governance for Boards
For: Experienced trustees & investment committees
- Setting objectives and risk budgets
- Asset-liability thinking for retirement funds
- Manager selection, monitoring and replacement
- ESG integration and the CRISA principles
- Board decision-making under uncertainty
Quantitative Finance Masterclass
For: Investment & risk professionals
- Fat tails, power laws and the limits of Gaussian models
- Risk measurement: volatility, drawdown and expected shortfall
- Portfolio construction and position sizing (Kelly)
- Derivatives, convexity and tail-risk hedging
- Crisis case studies and stress testing
Customised Corporate Training
For: Institutional clients
- Tailored workshops on specific investment topics
- Briefings on regulatory developments
- Board and executive education sessions
- Content built around your fund or organisation
- Practical, scenario-based learning
Learning That Fits Your Board
In-house workshops
Delivered for your board or team, using your fund’s own context and questions.
Virtual sessions
Interactive live sessions for dispersed boards and busy schedules.
Multi-session programmes
Structured learning journeys that build knowledge step by step.
A taste of the masterclass
Explore fat tails, convex protection and market cycles in our Interactive Risk Lab — the same ideas we teach in our masterclasses.
Open the Risk Lab
Build a more confident board.
Talk to us about a programme for your trustees or team.