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

Cathi Harrison on Verve's next phase and building a sustainable Foundation

Cathi Harrison on Verve's next phase and building a sustainable Foundation

Group eyes AI, recruitment and fundraising

Isabel Baxter
clock 17 September 2026 • 6 min read
Ex-Verso WM duo set up 'values-led' North West advice firm

Ex-Verso WM duo set up 'values-led' North West advice firm

Lydia Taft and Michael O’Neill launch Next Step Financial Planning

Sophia Panayi
clock 16 September 2026 • 2 min read
Fintel targets 35% margin as Plannr pipeline runs into thousands of licences

Fintel targets 35% margin as Plannr pipeline runs into thousands of licences

CEO Matt Timmins bullish on Plannr’s growth

Isabel Baxter
clock 15 September 2026 • 5 min read