Narrative exams

Our narrative exams are available at certain times of the year and most are available via remote invigilation or at our test centres. 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.

If you wish to sit your narrative exam at a physical venue outside of the UK, this will incur a local invigilation fee which will be confirmed to you by our customer support team once the venue has been arranged. Remote exams for candidates outside the UK do not attract any additional local fees.


 Winter exams Summer exams
Closing Date 11 October 2023 17 April 2024
Late Closing Date 1 25 October 2023 1 May 2024
Private Client Investment Advice and Management 29 November 2023 - 10:00 GMT 5 June 2024 - 10:00 BST
Results available 08 February 2024 15 August 2024
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 11 October 2023 17 April 2024
Late Closing Date 1 25 October 2023 1 May 2024
Financial Markets (unit 1) 29 November 2023 - 14:00 GMT 5 June 2024 - 14:00 BST
Portfolio Construction Theory (unit 2) 30 November 2023 - 10:00 GMT 6 June 2024 - 10:00 BST
Applied Wealth Management (unit 3) 30 November 2023 - 14:00 GMT 6 June 2024 - 14:00 BST
Results available 08 February 2024 15 August 2024
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 11 October 2023 17 April 2024
Late Closing Date 1 25 October 2023 1 May 2024
Financial Derivatives n/a n/a
Bonds & Fixed Interest Markets 28 November 2023 - 14:00 GMT n/a
Fund Management n/a 4 June 2024 - 10:00 BST
Results available 08 February 2024 15 August 2024
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 11 October 2023 17 April 2024
Late Closing Date 1 25 October 2023 1 May 2024
Corporate Finance Techniques & Theory 28 November 2023 - 10:00 GMT 4 June 2024 - 10:00 BST
Corporate Finance Strategy & Advice 27 November 2023 - 13:00 GMT 3 June 2024 - 13:00 BST
Results available 08 February 2024 15 August 2024
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 11 October 2023 17 April 2024
Late Closing Date 1 25 October 2023 1 May 2024
Regulation & Compliance 28 November 2023 - 14:00 GMT 4 June 2024 - 14:00 BST
Results available 08 February 2024 15 August 2024
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 11 October 2023 17 April 2024
Late Closing Date 1 25 October 2023 1 May 2024
Pension Transfers & Planning Advice 28 November 2023 - 10:00 GMT 4 June 2024 - 10:00 BST
Results available 08 February 2023 15 August 2024
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 2023 
Spring 2024 
Standard Closing Date 21 July 2023 17 January 2024
Late Closing Date 04 August 2023 31 January 2024
Advanced Financial Planning 6 September 2023 - 10:00 BST 6 March 2024 - 10:00 GMT
Results available 16 November 2023 16 May 2024


Level 7 Financial Plan Case Study

 
 

May 2023
Closing Date for Registrations 18 May 2023
Case Studies sent by CISI 25 May 2023
Financial Plans to be submitted by the candidate to the CISI by 3 August 2023
Results available 26 October 2023

August 2023
Closing Date for Registrations 17 August 2023
Case Studies sent by CISI 24 August 2023
Financial Plans to be submitted by the candidate to the CISI by 2 November 2023
Results available 8 February 2024

November 2023
Closing Date for Registrations 23 November 2023
Case Studies sent by CISI 30 November 2023
Financial Plans to be submitted by the candidate to the CISI by 8 February 2024
Results available 02 May 2024

February 2024
Closing Date for Registrations 15 February 2024
Case Studies sent by CISI 22 February 2024
Financial Plans to be submitted by the candidate to the CISI by 2 May 2024
Results available 25 July 2024

May 2024
Closing Date for Registrations 23 May 2024
Case Studies sent by CISI 30 May 2024
Financial Plans to be submitted by the candidate to the CISI by 8 August 2024
Results available 31 October 2024

August 2024
Closing Date for Registrations 15 August 2024
Case Studies sent by CISI 22 August 2024
Financial Plans to be submitted by the candidate to the CISI by 31 October 2024
Results available 6 February 2025

November 2024
Closing Date for Registrations 21 November 2024
Case Studies sent by CISI 28 November 2024
Financial Plans to be submitted by the candidate to the CISI by 6 February 2025
Results available 1st May 2025

2 The August 2021 submission has a CISI 14 week marking period (12 working weeks)


Winter exams Summer exams
Closing Date 11 October 2023 17 April 2024
Late Closing Date 1 25 October 2023 1 May 2024
Global Operations Management2 30 November 2023 - 14:00 GMT 6 June 2024 - 14:00 BST
Results available 08 February 2023 15 August 2024
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 11 October 2023 17 April 2024
Late Closing Date 1 25 October 2023 1 May 2024
Advanced Global Securities Operations 30 November 2023 - 10:00 GMT n/a
Results available 08 February 2023 15 August 2023
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.

We are withdrawing our our Financial Derivatives exam in the summer 2023 session, the Bond and Fixed Interest Markets and the Advanced Global Securities Operations exam in the winter 2023 session.
It is strongly recommended the final sitting is for resits only and not for first time candidates. If you have any questions, please contact our Customer Support Team.