What is Adviser Competency Training for social investment (ACT)?
The Adviser Competency Training (ACT) for social investment manual has been designed to prepare you, the adviser, for investors increasingly searching for “profit with purpose”.
This progressive area of advice is currently building momentum within the financial services sector due to consumer demand.
By completing this course, you will be equipped with the skills and knowledge to have targeted and effective conversations with your clients on social impact investment.
By signing up to ACT you can protect your business by:
- Staying up-to-date with client needs: investors are increasingly searching for values-driven investment; social impact investment can successfully meet these expectations
- Getting ahead of the competition: set yourself apart from other advisers by ensuring you have the confidence and competence to answer your client’s questions
- Securing your relationships: get to know your client’s social goals better and strengthen the dynamics of your relationships.
ENDORSED BY THE CISI FOR 18 HOURS OF STRUCTURED CPD!
Download our Course Fact Sheet here for more information.