CISI-endorsed social impact investing manual launches

Follows "increased demand" from advisers

Hannah Godfrey
clock • 1 min read

Impact investment hub Worthstone has launched a social investment training manual after seeing "increased demand" from advisers wanting to know more about ethical investing.

The manual, ‘The Adviser Competency Training (ACT)', aims to educate financial advisers on the key elements of social investing, including how social investment tax relief works and how their clients might benefit from it.    It has been endorsed by the Chartered Institute for Securities and Investment (CISI) as a learning tool for which 18 hours of structured CPD can be claimed. Alhough in the past ethical investing investment has struggled to make a breakthrough and achieve momentum with the public, according to Worthstone, social impact investing is gathering momentum. The hub s...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Companies

Quilter swoops two Shackleton advisers in latest AR additions

Quilter swoops two Shackleton advisers in latest AR additions

Five more firms join the network

Isabel Baxter
clock 28 November 2025 • 1 min read
Wealth manager Pello Capital declared failed by FSCS after investigation

Wealth manager Pello Capital declared failed by FSCS after investigation

More than 90 claims over pensions advice

Isabel Baxter
clock 28 November 2025 • 2 min read
Team confirms WH Ireland acquisition creating £2bn wealth and asset manager

Team confirms WH Ireland acquisition creating £2bn wealth and asset manager

Headquartered in Jersey

Jenna Brown
clock 27 November 2025 • 1 min read