1. CPD Accredited The Social Investment Academy (SIA) is accredited as structured CPD by both the CISI and PFS, offering an immersive experience and understanding of Social Investment Tax Relief (SITR). 2. Get connected to the leading market influencers Over 100 top tier financial planners, wealth managers, family offices and investment managers as well as […]
We are extremely excited to announce that the Social Investment Academy is now CPD accredited by the PFS! Be sure to take advantage of this great CPD opportunity and book tickets today. PFS CPD event accredited – Demonstrates the quality of an event and that it meets PFS member CPD scheme requirements.
Social impact investing is a way of investing into a company or fund to produce a defined, positive social outcome with the intention of a return on capital and a possibility of a yield over and above the principle. As a relatively recent development in the investment sector, we have collected 5 key messages we […]
We believe there are significant opportunities to provide advice to clients in a fast growing social impact investment (SII) market. Increased relational capital built by creating shared value will be the most significant generator of growth amongst wealth advice businesses. Why should you get involved in social impact investment? Differentiation A skilled adviser must show […]
Changing the course of history! This is a bold declaration, some may even say an assumption, but it is not completely unfounded when talking about social impact investment. Let me explain… Take the River Thames for example. The Thames is majestic. In some ways, it defines London. However, if you trace the Thames to its […]
We’ve discussed in previous blogs how Social Investment Tax Relief (SITR) will be of interest to your clients and how it will affect your practice risk. Now we address the most important question for change: how do we implement it effectively? Fortunately, the Worthstone platform exists specifically to equip financial planners and advisers with everything […]