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EIS Diploma

EIS Diploma course is open for Registration

Note for Students

From 1st October 2018 the material, support and examinations will be run by a provider other than Tolley.

If you are currently enrolled as a student with Tolley on the EISA diploma course and you have yet to pass the examination, to allow you sufficient time to complete your course, the Tolley Exam Centre will remain live until 31 December 2018.

If you have any queries regarding this change please contact EISA on 0207 620 6789 or Tolley on examtraining@lexisnexis.co.uk or call 020 3364 4500.

The course manual is divided into the following chapters and is expected to require 10 hours of study time:

  1. Introduction to EIS
  2. Introduction to the UK Taxes
  3. The Tax Reliefs
  4. EIS Funds
  5. Regulatory Status of EIS Investment
  6. Financial Planning with EIS and SEIS

Click here for Syllabus

Click here for enrolment form/brochure

After completing the study section, there will be a 30 question practice exam covering the whole syllabus and one final full diploma exam on the whole syllabus.

EIS Diploma course at £180 (includes VAT)
(includes £50 registration fee, examination fee and EISA accreditation)

Successful candidates are invited to apply for EISA Affiliate status for an annual fee of £100

EISA Affiliate Benefits:

Updates on the Spring and Technical Seminars which take the form of a slide presentation.  The Spring seminar reviews changes made in the Budget, regulatory issues and the content of the Finance Bill. The Autumn seminar concentrates on the changes made by the Finance  Bill and the Pre-Budget Report submission for the following  year.

Notifications of any changes to regulation or legislation which happen during the year. These arise via potential changes in legislation or financial services rules and  some may derive from the EIS Association’s lobbying and consultation activities. EISA will only send information when there is something noteworthy to report.

You do not need to maintain Affiliate status of EISA in order to validate your Diploma but for the updates you would need to be an Affiliate.

To register as an Affliliate please contact Mary Rodgers on mary.rodgers@eisa.org.uk

For more information, please call 020 3364 4500,email examtraining@lexisnexis.co.uk or visit  https://www.tolley.co.uk/products-and-services/exam-training/diplomas/eis-diploma