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.
Certificate in Private Client Investment Advice and
Management
|
Summer exams |
Winter exams |
| Closing Date |
27 April 2022 |
12 October 2022 |
| Late Closing Date 1 |
11 May 2022 |
26 October 2022 |
| Private Client Investment Advice and Management |
16 June 2022 - 10:00 BST |
30 November 2022 - 10:00 GMT |
| Results available |
25 August 2022 |
09 February 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.
Chartered Wealth Manager Qualification
|
Summer exams |
Winter exams |
| Closing Date |
27 April 2022 |
12 October 2022 |
| Late Closing Date 1 |
11 May 2022 |
26 October 2022 |
| Financial Markets (unit 1) |
16 June 2022 - 14:00 BST |
30 November 2022 - 14:00 GMT |
| Portfolio Construction Theory (unit 2) |
17 June 2022 - 10:00 BST |
01 December 2022 - 10:00 GMT |
| Applied Wealth Management (unit 3) |
17 June 2022 - 14:00 BST |
01 December 2022 - 14:00 GMT |
| Results available |
25 August 2022 |
09 February 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.
Diploma in Capital Markets
|
Summer exams |
Winter exams |
| Closing Date |
27 April 2022 |
12 October 2022 |
| Late Closing Date 1 |
11 May 2022 |
26 October 2022 |
| Financial Markets (unit 1) |
16 June 2022 - 14:00 BST |
30 November 2022 - 14:00 GMT |
| Financial Derivatives |
n/a |
29 November 2022 - 10:00 GMT |
| Bonds & Fixed Interest Markets |
15 June 2022 - 14:00 BST |
n/a |
| Fund Management |
15 June 2022 - 14:00 BST |
n/a |
| Results available |
25 August 2022 |
09 February 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.
CISI/ICAEW Diploma in Corporate Finance
|
Summer exams |
Winter exams |
| Closing Date |
27 April 2022 |
12 October 2022 |
| Late Closing Date 1 |
11 May 2022 |
26 October 2022 |
| Corporate Finance Techniques & Theory |
15 June 2022 - 14:00 BST |
29 November 2022 - 10:00 GMT |
| Corporate Finance Strategy & Advice |
14 June 2022 - 13:00 BST |
28 November 2022 - 13:00 GMT |
| Results available |
25 August 2022 |
09 February 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.
Diploma in Investment Compliance
|
Summer exams |
Winter exams |
| Closing Date |
27 April 2022 |
12 October 2022 |
| Late Closing Date 1 |
11 May 2022 |
26 October 2022 |
| Regulation & Compliance |
15 June 2022 - 10:00 BST |
29 November 2022 – 14:00 GMT |
| Results available |
25 August 2022 |
09 February 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.
Certificate Pension Transfers & Planning Advice
|
Summer exams |
Winter exams |
| Closing Date |
27 April 2022 |
12 October 2022 |
| Late Closing Date 1 |
11 May 2022 |
26 October 2022 |
| Pension Transfers & Planning Advice |
15th June 2022 - 14:00 GMT |
29 November 2022 - 10:00 GMT |
| Results available |
25 August 2022 |
09 February 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.
Diploma in Advanced Financial Planning
Level 6 Certificate in Advanced Financial Planning
|
Spring 2022
|
Autumn 2022
|
Spring 2023
|
Autumn 2023
|
| Standard Closing Date |
12 January 2022 |
20 July 2022 |
13 January 2023 |
21 July 2023 |
| Late Closing Date |
26 January 2022 |
3 August 2022 |
27 January 2023 |
04 August 2023 |
| Advanced Financial Planning |
2 March 2022 - 10:00 BST |
7 September - 10:00 BST |
1 March 2023 - 10:00 BST |
6 September 2023 - 10:00 BST |
| Results available |
12 May 2022 |
17 November 2022 |
11 May 2023 |
16 November 2023 |
Level 7 Financial Plan Case Study
| 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 |
| August 2022 |
|
| Closing Date for Registrations |
18 August 2022 |
| Case Studies sent by CISI |
25 August 2022 |
| Financial Plans to be submitted by the candidate to the CISI by |
3 November 2022 |
| Results available |
9 February 2023 |
| November 2022 |
|
| Closing Date for Registrations |
24 November 2022 |
| Case Studies sent by CISI |
1st December 2022 |
| Financial Plans to be submitted by the candidate to the CISI by |
9 February 2023 |
| Results available |
27 April 2023 |
2 The August 2021 submission has a CISI 14 week marking period (12 working weeks)
Diploma in Investment Operations
|
Summer exams |
Winter exams |
| Closing Date |
27 April 2022 |
12 October 2022 |
| Late Closing Date 1 |
11 May 2022 |
26 October 2022 |
| Global Operations Management2 |
17 June 2022 - 14:00 BST |
01 December 2022 - 14:00 GMT |
| Results available |
25 August 2022 |
09 February 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.
Advanced Certificate in Global Securities Operations
|
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.