VCT Academy
Your pathway to mastering Venture Capital Trusts
What is the VCT Academy?
The VCT Academy is an exclusive, CPD-qualifying programme designed for financial advisers who want a clear, practical path to recommending VCTs with confidence.
It’s a structured learning programme that takes you from the fundamentals of VCT structure and tax reliefs through to writing your first client case — with investor-friendly resources you can use throughout.
Who’s it for?
The VCT Academy is built for financial advisers whether you’re new to VCTs, ready to write your first case, or looking to sharpen your knowledge before a client conversation. It’s particularly useful for advisers working with higher-rate taxpayers, business owners, or clients who have already used their pension and ISA allowances.
What do advisers gain?
- A clear understanding of VCT structure, tax reliefs and qualifying conditions
- Practical guidance on investor suitability and when a VCT conversation is appropriate
- Investor-friendly resources to support client conversations
- A CPD certificate on completion of Stage 1
- Confidence to identify relevant clients and make well-documented recommendations
Three stages. Start where you are.
The academy is structured around three learning pathways, so you can begin at the right point for you and progress at your own pace.
- Stage 1: New to Venture Capital Trusts — cover the fundamentals, complete all three modules and download your CPD certificate
- Stage 2: Building Confidence in VCT Recommendations — go deeper on the asset class, portfolio construction, Consumer Duty and due diligence
- Stage 3: Writing Your First VCT Case — practical tools for assessing suitability, comparing options and documenting your recommendation