• CPD accredited

    Our learning and development programme has been CPD accredited by the CII and PFS.

  • Suitable for all learning styles

    Rich learning environment, using a combination of written content, video tutorials and interactive exercises.

  • Access from anywhere

    No paper or textbooks to carry around and progress is bookmarked and tracked automatically.

In partnership with

Course content


  • Background. Background and development of the scheme

  • Risks. Investment risk, liquidity risk, tax risk

  • Tax reliefs. What reliefs are available, minimum holding periods to claim, the amounts that can be claimed and how to claim

  • Interaction with other reliefs. Including pensions, ISAs and other IHT reliefs

  • Interaction with other schemes. How the different tax-advantaged venture capital schemes interact with each other, and which are more suitable in different scenarios

  • Rules. The rules governing both the schemes themselves and the types of underlying investment that qualify

  • Due diligence. Due diligence and assessing investments

  • Case studies. How the different tax-advantaged venture capital schemes interact with each other, and which are more suitable in different scenarios

  • Final assessment. Learners must answer correctly to 80% of the 20 questions complete the course and obtain CPD valid for 12 months

“Worth doing and very good”

Tim Creasey, Financial Planning Consultant and Wealth Manager, Keystone Wealth Management

“It will give you a good grounding in the subject, even if you are starting from scratch”

Victor Mello, Director, Midas Wealth Management

“I thought this course was excellent - very comprehensive and explains the subject in a way that is easy to understand. I learned a lot.”

Lorraine Ames, Head of Technical at Smith & Pinching

Interested in a corporate licence?

If you are looking for a corporate licence to allow your entire team to take advantage of our e-learning, please get in touch to discuss: chris@intelligent-partnership.com