Narrative exams

Our narrative exams are available at certain times of the year, select an exam for full details of the next exam sittings and important dates.

Please note, due to the national UK Lockdown the Winter Narrative exams will now take place in February 2021. Please find the new exam dates & times below, as well as the various updated closing dates for those sitting in the UK & Internationally

 Winter exams Summer exams
Closing Date 8 January 2021 16 April 2021
Late Closing Date 1 22 January 2021 30 April 2021
Private Client Investment Advice and Management 2 25 February 2021 - 15:00 GMT 3 June 2021 - morning
Results available April 2021 5 August 2021
1 If an examination application is received after the standard closing date, but before the late closing date, an additional late entry fee of £50 will be charged along with the examination fee.
2 Examination time shown is UK, International exam times may vary but will be confirmed via email after booking.


Winter exams Summer exams
Closing Date 8 January 2021 16 April 2021
Late Closing Date 1 22 January 2021 30 April 2021
Financial Markets (unit 1) 2 25 February 2021 - 11:00 GMT 3 June 2021 - afternoon
Portfolio Construction Theory (unit 2) 2 26 February 2021 - 10:00 GMT 4 June 2021 - morning
Applied Wealth Management (unit 3) 2 26 February 2021 - 15:00 GMT 4 June 2021 - afternoon
Results available April 2021 5 August 2021
1 If an examination application is received after the standard closing date, but before the late closing date, an additional late entry fee of £50 will be charged along with the examination fee.
2 Examination time shown is UK, International exam times may vary but will be confirmed via email after booking.
 


Winter exams Summer exams
Closing Date 8 January 2021 16 April 2021
Late Closing Date 1 22 January 2021 30 April 2021
Financial Markets (unit 1) 2 25 February 2021 - 11:00 GMT 3 June 2021 - afternoon
Financial Derivatives 2 23 February 2021 - 10:00 GMT n/a
Bonds & Fixed Interest Markets n/a 2 June 2021 - afternoon
Fund Management n/a 2 June 2021 - afternoon
Results available April 2021 5 August 2021
1 If an examination application is received after the standard closing date, but before the late closing date, an additional late entry fee of £50 will be charged along with the examination fee.
2 Examination time shown is UK, International exam times may vary but will be confirmed via email after booking.


Winter exams Summer exams
Closing Date 8 January 2021 16 April 2021
Late Closing Date 1 22 January 2021 30 April 2021
Regulation & Compliance 2 24 February 2021 - 10:00 GMT 2 June 2021 - morning
Results available April 2021 5 August 2021
1 If an examination application is received after the standard closing date, but before the late closing date, an additional late entry fee of £50 will be charged along with the examination fee.
2 Examination time shown is UK, International exam times may vary but will be confirmed via email after booking.


Winter exams Summer exams
Closing Date 8 January 2021 16 April 2021
Late Closing Date 1 22 January 2021 30 April 2021
Pension Transfers & Planning Advice 24 February 2021 - 14:30 GMT 2 June 2021 - afternoon
Results available April 2021 5 August 2021
1 If an examination application is received after the standard closing date, but before the late closing date, an additional late entry fee of £50 will be charged along with the examination fee.
2 Examination time shown is UK, International exam times may vary but will be confirmed via email after booking.

Level 6 Certificate in Advanced Financial Planning


 Spring 2021 Autumn 2021
Overseas Closing Date 21 December 2020 n/a
Standard Closing Date 15 January 2021 16 July 2021
Late Closing Date 29 January 2021 30 July 2021
Advanced Financial Planning 3 March 2021 - 10:00am 1 September - morning
Results available 12 May 2021 4 November 2021
 

Level 7 Financial Plan Case Study

May 2020
Closing Date for Registrations 21 May 2020
Case Studies sent by CISI 28 May 2020
Financial Plans to be submitted by the candidate to the CISI by 6 August 2020
Results available 29 October 2020

August 2020
Closing Date for Registrations 20 August 2020
Case Studies sent by CISI 27 August 2020
Financial Plans to be submitted by the candidate to the CISI by 5 November 2020
Results available 11 February 2021 *

November 2020
Closing Date for Registrations 19 November 2020
Case Studies sent by CISI 26 November 2020
Financial Plans to be submitted by the candidate to the CISI by 4 February 2021
Results available 29 April 2021

February 2021
Closing Date for Registrations 18 February 2021
Case Studies sent by CISI 25 February 2021
Financial Plans to be submitted by the candidate to the CISI by 6 May 2021
Results available 29 July 2021

May 2021
Closing Date for Registrations 20 May 2021
Case Studies sent by CISI 27 May 2021
Financial Plans to be submitted by the candidate to the CISI by 5 August 2021
Results available 28 October 2021

August 2021
Closing Date for Registrations 19 August 2021
Case Studies sent by CISI 26 August 2021
Financial Plans to be submitted by the candidate to the CISI by 4 November 2021
Results available 10 February 2022
2 The August 2020 submission has a CISI 14 week marking period (12 working weeks)


Summer 2021
Overseas Closing Date n/a
Standard Closing Date 16 April 2021
Late Closing Date 1 30 April 2021
Global Operations Management2 4 June 2021 - afternoon
Results available 5 August 2021
1 If an examination application is received after the standard closing date, but before the late closing date, an additional late entry fee of £50 will be charged along with the examination fee.
2 Examination time shown is UK, International exam times may vary but will be confirmed via email after booking.


Summer 2021
Overseas Closing Date n/a
Standard Closing Date 16 April 2021
Late Closing Date 1 30 April 2021
Paper 2 - Corporate Finance Strategy & Advice2 1 June 2021 - afternoon
Paper 1 - Corporate Finance Techniques & Theory2 2 June 2021 - afternoon
Results available 5 August 2020
1 If an examination application is received after the standard closing date, but before the late closing date, an additional late entry fee of £50 will be charged along with the examination fee.


Summer 2021
Overseas Closing Date n/a
Standard Closing Date 16 April 2021
Late Closing Date 1 30 April 2021
Advanced Global Securities Operations2 4 June 2021 - morning
Results available 5 August 2021
1 If an examination application is received after the standard closing date, but before the late closing date, an additional late entry fee of £50 will be charged along with the examination fee.

CBT exams

Our multiple-choice question (MCQ) CBT exams are available on demand via our global network of test centres and via remote invigilation. You can login and use our exam booking system to find all the available dates for your chosen exam.

6 November 2020 Update
Please note, some of our CBT venues across the world may not be operational due to COVID-19. Click here for the latest information about your local test centre.