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. 

This event is being held during Good Money Week and is sponsored by Big Society Capital, Bates Wells Braithwaite and CCLA. In attending, 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 the Adviser Competency Training might be your next step along this journey.

A one-stop shop for financial advisers to get the latest updates about social investment and how to advise their clients on this fast-developing sector.

9:30am – 4:30pm (inc. complimentary lunch and refreshments)

Our sixth Social Investment Academy® is a unique, CISI & CII CPD accredited forum where you can gain insight and learn from leaders who are bringing social investment to the mainstream amongst private investors.

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

Speakers include:

• Keynote Rupert Harrison CBE – former Chief of Staff to George Osborne, Rupert is termed one of the most influential figures in the previous government
• Financial Ombudsman –  Helene Pantelli, Senior Ombudsman will be available to deliver their very first statement on social investment during a panel Q&A
• Rich Johnson, FCA – hear the FCA's response to their call for input on the barriers to social investment
• Peter Baxter – former CEO of Old Mutual AM will speak on impact investment moving into the mainstream
• Michael Smith CFP, FPFS & Murray McEwan Chartered MCSI – will supply much needed practical tips for how IFAs can advise clients on social investment
• Resonance Ltd. – look to deliver a workshop on their past and future products and analysis on SITR investments to date.

Amongst many more!

Attendees will also be the first to hear about the very first Adviser Competency Training for social investment. This ground-breaking initiative, supported by the Cabinet Office, is an immersive social investment educational programme that will help you to demonstrate competence and professional credibility to your clients.

To view the full agenda and book your ticket, click here or copy and paste the following URL https://socialinvestmentacademy.eventbrite.co.uk.

For any further queries, please contact Megan Lawrence via megan.lawrence@worthstone.co.uk.