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. All examination times shown are UK, International exam times may vary but will be confirmed via email after booking.


 Winter exams Summer exams
Closing Date 13 October 2021 27 April 2022
Late Closing Date 1 27 October 2021 11 May 2022
Private Client Investment Advice and Management 1 December 2021 - 10:00 GMT 16 June 2022 - 10:00 BST
Results available 10 February 2022 25 August 2022
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.


Winter exams Summer exams
Closing Date 13 October 2021 27 April 2022
Late Closing Date 1 27 October 2021 11 May 2022
Financial Markets (unit 1) 01 December 2021 - 14:00 GMT 16 June 2022 - 14:00 BST
Portfolio Construction Theory (unit 2) 02 December 2021 - 10:00 GMT 17 June 2022 - 10:00 BST
Applied Wealth Management (unit 3) 02 December 2021 - 14:00 GMT 17 June 2022 - 14:00 BST
Results available 10 February 2022 25 August 2022
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.


Winter exams Summer exams
Closing Date 13 October 2021 27 April 2022
Late Closing Date 1 27 October 2021 11 May 2022
Financial Markets (unit 1) 01 December 2021 - 14:00 GMT 16 June 2022 - 14:00 BST
Financial Derivatives 30 November 2021 - 10:00 GMT n/a
Bonds & Fixed Interest Markets n/a 15 June 2022 - 14:00 BST
Fund Management n/a 15 June 2022 - 14:00 BST
Results available 10 February 2022 25 August 2022
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.


Winter exams Summer exams
Closing Date 13 October 2021 27 April 2022
Late Closing Date 1 27 October 2021 11 May 2022
Corporate Finance Techniques & Theory 30 November 2021 - 10:00 GMT 15 June 2022 - 14:00 BST
Corporate Finance Strategy & Advice 29 November 2021 - 13:00 GMT 14 June 2022 - 13:00 BST
Results available 10 February 2022 25 August 2022
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.


Winter exams Summer exams
Closing Date 13 October 2021 27 April 2022
Late Closing Date 1 27 October 2021 11 May 2022
Regulation & Compliance 30 November 2021 - afternoon 15 June 2022 - 10:00 BST
Results available 10 February 2022 25 August 2022
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.


Winter exams
Closing Date 13 October 2021
Late Closing Date 1 27 October 2021
Pension Transfers & Planning Advice 30 November 2021 - 10:00 GMT
Results available 10 February 2022
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.

Level 6 Certificate in Advanced Financial Planning


 Autumn 2021
Spring 2022 
Autumn 2022 
Standard Closing Date 16 July 2021  12 January 2022 20 July 2022
Late Closing Date 30 July 2021  26 January 2022  3 August 2022
Advanced Financial Planning 1 September - 10:00 BST  2 March 2022 - 10:00 BST  7 September - 10:00 BST
Results available 4 November 2021  12 May 2022  16 November 2022


Level 7 Financial Plan Case Study

 
 
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

November 2021
Closing Date for Registrations 18 November 2021
Case Studies sent by CISI 25 November 2021
Financial Plans to be submitted by the candidate to the CISI by 3 February 2022
Results available 28 April 2022

February 2022
Closing Date for Registrations 17 February 2022
Case Studies sent by CISI 24 February 2022
Financial Plans to be submitted by the candidate to the CISI by 5 May 2022
Results available 28 July 2022

May 2022
Closing Date for Registrations 19 May 2022
Case Studies sent by CISI 26 May 2022
Financial Plans to be submitted by the candidate to the CISI by 4 August 2022
Results available 27 October 2022
2 The August 2021 submission has a CISI 14 week marking period (12 working weeks)


Winter exams Summer exams
Closing Date 13 October 2021 27 April 2022
Late Closing Date 1 27 October 2021 11 May 2022
Global Operations Management2 02 December 2021 - 14:00 GMT 17 June 2022 - 14:00 BST
Results available 10 February 2021 25 August 2022
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 exams
Closing Date 27 April 2022
Late Closing Date 1 11 May 2022
Advanced Global Securities Operations 17 June 2022 - 10:00 BST
Results available 25 August 2022
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.