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Adviser Competency Training

Worthstone to launch social investment accredited competency training

This training will ensure the competency of those advisers interested in social investment.
Course structure will take candidates through the whole spectrum of social investment: its history and context, examples of projects in action, impact measurement, due diligence and the risks and rewards of becoming engaged in this exciting new area.
Although at an early stage, developments are already underway with a target launch date of Autumn 2016.

ACT now and register your interest in the Accredited Competency Training today click here

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Social Investment Academy – Full Agenda

0900 – 0930 Registration (Tea/Coffee)  Welcome and introduction Gavin Francis Sir Harvey McGrath – Chair of Big Society Capital offering an investors perspective Richard Monks – Head of Prudential, Protection, Governance & Investments / Policy Division / Strategy & Compliance, FCA regarding FCA’s ‘call for input’ Rob Wilson – Minister for Civil Society, Cabinet Office [...]

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Next Social Investment Academy – 2nd March 2016


Social investment is here to stay and growing. Will your clients be asking to be a part of this fast expanding opportunity in 2016? The Social Investment Academy® is the perfect opportunity to explore the developing market of social investment with some of the leading experts in the field. This event will enable you to [...]

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Top 5 Reasons advisers should attend the Social Investment Academy

#SIA top 5 v2

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 [...]

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Social Investment Academy – Agenda 22nd October


We are really excited to have convened a panel of policy makers and thought leaders to share insights with the wealth advice community in advance of the Autumn statement on the newest market developments in social investment:    AGENDA: Alderman Roger Gifford, THE RT HON THE LORD MAYOR OF THE CITY OF LONDON – Open [...]

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Worthstone’s Social Investment Academy – Inaugural Meeting In Partnership With Big Society Capital, CCLA & the City of London Corporation


Agenda: 09:15 – Registration and Coffee 09:30 – Welcome, Mark Boleat, Policy Chairman of the City of London Corporation 09:40 – What is Social Investment, how does it work, why are we talking to financial advisers, planners and wealth managers? Gavin Francis, founder of Worthstone 10:00 – 10:15 The FSA’s view on the advice process [...]

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