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.


 Summer exams Winter exams
Closing Date 16 April 2025 08 October 2025
Late Closing Date 1 30 April 2025 22 October 2025
Private Client Investment Advice and Management 4 June 2025 - 10:00 BST 26 November 2025 - 10:00 GMT
Results available 14 August 2025 05 February 2026
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 Winter exams
Closing Date 16 April 2025 08 October 2025
Late Closing Date 1 30 April 2025 22 October 2025
Financial Markets (unit 1) 4 June 2025 - 14:00 BST 26 November 2025 - 14:00 GMT
Portfolio Construction Theory (unit 2) 5 June 2025 - 10:00 BST 27 November 2025 - 10:00 GMT
Applied Wealth Management (unit 3) 5 June 2025 - 14:00 BST 27 November 2025 - 14:00 GMT
Results available 14 August 2025 05 February 2026
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 16 April 2025
Late Closing Date 1 30 April 2025
Fund Management 3 June 2025 - 10:00 BST
Results available 14 August 2025
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 Winter exams
Closing Date 16 April 2025 08 October 2025
Late Closing Date 1 30 April 2025 22 October 2025
Corporate Finance Strategy & Advice 2 June 2025 - 13:00 BST 24 November 2025 - 13:00 GMT
Results available 14 August 2025 05 February 2026
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 Winter exams
Closing Date 16 April 2025 08 October 2025
Late Closing Date 1 30 April 2025 22 October 2025
Regulation & Compliance 3 June 2025 - 14:00 BST 25 November 2025 - 14:00 GMT
Results available 14 August 2025 05 February 2026
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 16 April 2025
Late Closing Date 1 30 April 2025
Pension Transfers & Planning Advice 3 June 2025 - 10:00 BST
Results available 14 August 2025
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


 Spring 2025  Autumn 2025 
Standard Closing Date 15 January 2025 16 July 2025
Late Closing Date 29 January 2025 30 July 2025
Advanced Financial Planning 5 March 2025 - 10:00 GMT 3 September 2025 - 10:00 BST
Results available 15 May 2025 13 November 2025


Level 7 Financial Plan Case Study


November 2024
Closing Date for Registrations 21 November 2024, 17:30 GMT
Case Studies sent by CISI 28 November 2024
Financial Plans to be submitted by the candidate to the CISI by 6 February 2025, 17:30 GMT
Results available 1st May 2025

February 2025
Closing Date for Registrations 13 February 2025, 17:30 GMT
Case Studies sent by CISI 20 February 2025
Financial Plans to be submitted by the candidate to the CISI by 1st May 2025, 17:30 GMT
Results available 24 July 2025

May 2025
Closing Date for Registrations 22 May 2025, 17:30 BST
Case Studies sent by CISI 29 May 2025
Financial Plans to be submitted by the candidate to the CISI by 7 August 2025, 17:30 BST
Results available 30 October 2025

August 2025
Closing Date for Registrations 14 August 2025, 17:30 BST
Case Studies sent by CISI 21 August 2025
Financial Plans to be submitted by the candidate to the CISI by 30 October 2025, 17:30 BST
Results available 5 February 2026

November 2025
Closing Date for Registrations 20 November 2025, 17:30 GMT
Case Studies sent by CISI 27 November 2025
Financial Plans to be submitted by the candidate to the CISI by 5 February 2026, 17:30 GMT
Results available 30 April 2026


Summer exams Winter exams
Closing Date 16 April 2025 08 October 2025
Late Closing Date 1 30 April 2025 22 October 2025
Global Operations Management2 3 June 2025 - 10:00 BST 25 November 2025 - 10:00 GMT
Results available 14 August 2025 06 February 2026
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 Pension Transfers & Planning Advice exam in the summer 2025 session. It is strongly recommended the final sitting on 3 June 2025 is for resits only and not for first time candidates. If you have any questions, please contact our Customer Support Team.