When IFAs were asked what would help them to offer more social impact investments to their clients the top four responses were: CPD qualified training, tools to guide client conversations, practice guides from regulators and practice guides from professional bodies, the report added.
This is one of the reasons why another recommendation of the taskforce is that professional bodies, such as the Personal Finance Society (PFS), should "update their educational programmes to help advisers understand the spectrum of social impact investments and how to incorporate them into client portfolios".
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