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

Clifton Wealth Partnership buys Essex advice business

Clifton Wealth Partnership buys Essex advice business

Cutting & Carter purchase adds £60m AUM

Jen Frost
clock 01 April 2026 • 2 min read
FSCS declares Heritage Pensions in default

FSCS declares Heritage Pensions in default

Entered liquidation on 17 March 2022

Isabel Baxter
clock 01 April 2026 • 2 min read
Evelyn Partners completes employee benefits arm sale

Evelyn Partners completes employee benefits arm sale

Sold to Howden

Isabel Baxter
clock 01 April 2026 • 1 min read