Adviser Competency Training for social investment Survey

* 1. How did you hear about ACT? (select all that apply)

Twitter

From a colleague

Directly from Gavin Francis (CEO, Worthstone)

At a Social Investment Academy

Via the Worthstone newsletter

Through my professional body

Other (please specify)

	Primary motivation	Second motivation	Third motivation
Recommended by a friend/colleague	Recommended by a friend/colleague Primary motivation	Recommended by a friend/colleague Second motivation	Recommended by a friend/colleague Third motivation
To charge for an additional service	To charge for an additional service Primary motivation	To charge for an additional service Second motivation	To charge for an additional service Third motivation
I am looking to stay ahead of the competition	I am looking to stay ahead of the competition Primary motivation	I am looking to stay ahead of the competition Second motivation	I am looking to stay ahead of the competition Third motivation
Employer has requested it	Employer has requested it Primary motivation	Employer has requested it Second motivation	Employer has requested it Third motivation
Would like to increase my CPD hours	Would like to increase my CPD hours Primary motivation	Would like to increase my CPD hours Second motivation	Would like to increase my CPD hours Third motivation
To better serve my clients	To better serve my clients Primary motivation	To better serve my clients Second motivation	To better serve my clients Third motivation
Client interest has prompted me to further my knowledge	Client interest has prompted me to further my knowledge Primary motivation	Client interest has prompted me to further my knowledge Second motivation	Client interest has prompted me to further my knowledge Third motivation
Generally interested to learn more about social impact investment	Generally interested to learn more about social impact investment Primary motivation	Generally interested to learn more about social impact investment Second motivation	Generally interested to learn more about social impact investment Third motivation
To facilitate staff training	To facilitate staff training Primary motivation	To facilitate staff training Second motivation	To facilitate staff training Third motivation

Primary motivation

Second motivation

Third motivation

Recommended by a friend/colleague

Recommended by a friend/colleague Primary motivation

Recommended by a friend/colleague Second motivation

Recommended by a friend/colleague Third motivation

To charge for an additional service

To charge for an additional service Primary motivation

To charge for an additional service Second motivation

To charge for an additional service Third motivation

I am looking to stay ahead of the competition

I am looking to stay ahead of the competition Primary motivation

I am looking to stay ahead of the competition Second motivation

I am looking to stay ahead of the competition Third motivation

Employer has requested it

Employer has requested it Primary motivation

Employer has requested it Second motivation

Employer has requested it Third motivation

Would like to increase my CPD hours

Would like to increase my CPD hours Primary motivation

Would like to increase my CPD hours Second motivation

Would like to increase my CPD hours Third motivation

To better serve my clients

To better serve my clients Primary motivation

To better serve my clients Second motivation

To better serve my clients Third motivation

Client interest has prompted me to further my knowledge

Client interest has prompted me to further my knowledge Primary motivation

Client interest has prompted me to further my knowledge Second motivation

Client interest has prompted me to further my knowledge Third motivation

Generally interested to learn more about social impact investment

Generally interested to learn more about social impact investment Primary motivation

Generally interested to learn more about social impact investment Second motivation

Generally interested to learn more about social impact investment Third motivation

To facilitate staff training

To facilitate staff training Primary motivation

To facilitate staff training Second motivation

To facilitate staff training Third motivation

Not well informed
0

Completely informed
10

Not well informed
0

Completely informed
10

Not at all confident
0

Completely confident
10

Not at all confident
0

Completely confident
10

Adviser Competency Training for social investment

Post-purchase survey

In order to improve our future ACT communications, we would value your responses to 4 brief questions on your reasons for purchasing the manual and your current social impact investment knowledge and confidence.

* 1. How did you hear about ACT? (select all that apply)

* 2. What are your primary motivations for purchasing the ACT manual? (Please select up to 3 choices in order of priority)

* 3. On a scale of 0-10 (0 = "Not well informed" and 10 = "Completely informed")
How would you rate your knowledge of social impact investment?

* 4. On a scale of 0-10 (0 = "Not at all confident" and 10 = "Completely confident")
How would you rate your confidence in advising clients on social impact investment?

* 5. Please write your name (any data included in analyses or reports will be anonymised).

In order to improve our future ACT communications, we would value your responses to 4 brief questions on your reasons for purchasing the manual and your current social impact investment knowledge and confidence.

* 1. How did you hear about ACT? (select all that apply)

* 2. What are your primary motivations for purchasing the ACT manual? (Please select up to 3 choices in order of priority)

* 3. On a scale of 0-10 (0 = "Not well informed" and 10 = "Completely informed")How would you rate your knowledge of social impact investment?

* 4. On a scale of 0-10 (0 = "Not at all confident" and 10 = "Completely confident")How would you rate your confidence in advising clients on social impact investment?

* 5. Please write your name (any data included in analyses or reports will be anonymised).

* 3. On a scale of 0-10 (0 = "Not well informed" and 10 = "Completely informed")
How would you rate your knowledge of social impact investment?

* 4. On a scale of 0-10 (0 = "Not at all confident" and 10 = "Completely confident")
How would you rate your confidence in advising clients on social impact investment?