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Social Investment Academy: Act: 2nd November 2016

SIA: The best way to understand a good idea is to ACT

Worthstone

Wednesday, 2 November 2016 from 09:30 to 16:30 (GMT)

SIA: The best way to understand a good idea is to ACT

Ticket Information

Ticket Type Sales End Price Fee VAT Quantity
Worthstone Founder Partner
Only subscribers to Worthstone services receive two tickets per firm.
2 Nov 2016 Free £0.00 £0.00
Bring-a-friend discount (min. 2 tickets)
This offer is applicable to FINANCIAL ADVISERS ONLY.
31 Aug 2016 £74.50 £4.59 £15.82
Early Bird Financial Adviser
DISCOUNT OF 33%. This category includes all roles within a financial advisory firm.
31 Aug 2016 £99.00 £5.94 £20.99
Early Bird Investment Provider
DISCOUNT OF 25%
31 Aug 2016 £210.00 £12.04 £44.41
Early Bird Other Professional Advisers   more info 31 Aug 2016 £210.00 £12.04 £44.41
Financial Advisor
This category includes all roles within a financial advisory firm.
Not Started £149.00 £8.69 £31.54
Investment Provider Not Started £280.00 £15.89 £59.18
Other Professional Advisers
E.g. Lawyers, Accountants etc.
Not Started £280.00 £15.89 £59.18

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Event Details

Why attend this event?

The Social Investment Academy® (SIA) is a unique, CPD accredited forum where you can gain insight and learn from leaders who are bringing social investment to the mainstream amongst private investors. 

The largest gathering in the UK of over 120 financial planners, wealth managers, family offices and investment managers, all focused on social investment, will come together to reboot their market intelligence and refresh their contacts in this fast-moving sector.

Hear real-life lessons in best practice from pioneering financial advisers, engage with many of the key market influencers, quiz those in the know during our workshop sessions and be inspired by social entrepreneurs who are delivering social impact every day.

Attendees will also be the first to hear about ACT, the Adviser Competency Training for social investment. This ground-breaking initiative builds on the idea that understanding the concept of social investment is important but being able to make the concept a reality with your clients is crucial. Hear about this immersive social investment educational programme that will help you to demonstrate competence and professional credibility to your clients along with exclusive SIA attendee discounts!

Therefore, in attending this event, we believe you will gather the market intelligence and contacts you need to help move social investment forward in your business, in addition to gaining insight into why signing up for ACT might be your next step along this journey.


 

Who was at our last event?

There was a high proportion of private wealth advisors in attendance along with investment providers, sector influencers, social enterprises and other attendees such as press etc.

Attendee graph


 

 

The Social Investment Academy always aspires to bring participants together to inform, equip and inspire.

See below for the results of last year's feedback

Inform

See the results of when our attendees were asked how well informed they felt about Social Investment Tax Relief/Social Impact Investing on a scale of 0-10 (where 0 is 'not well informed' and 10 is 'completely informed') both before and after the event.

 Chart depicting number of attendees at the last academy

 

Distance travelled IFAs

Equip

When asked what was the most valuable aspect of the event, themes of the survey responses centred around the panel sessions, the opportunity for discussion and acquiring technical knowledge from other financial advisers through networking and incubator sessions, and hearing the FCA speak on regulatory issues.

Inspire

Previous speakers, sponsors and supporters include:

Do you have questions about SIA: The best way to understand a good idea is to ACT? Contact Worthstone

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When & Where


Bates Wells Braithwaite
10 Queen Street Place
EC4R 1BE London
United Kingdom

Wednesday, 2 November 2016 from 09:30 to 16:30 (GMT)


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Organiser

Worthstone

Worthstone is helping to bring social impact investment to maturity amongst the wealth advice community across the UK.

The Social Investment Academy® is the largest gathering of wealth advisers focused on social investment in the UK.

  Contact the Organiser
SIA: The best way to understand a good idea is to ACT
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