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.
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
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.
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.
Previous speakers, sponsors and supporters include:
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.
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