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.


 Autumn 2020 Winter 2020
Overseas Closing Date 22 June 2020 n/a
Standard Closing Date 6 July 2020 n/a
Late Closing Date 1 3 August 2020 n/a
Advanced Global Securities Operations2 4 September 2020 - 10:00 BST n/a
Results available 5 November 2020 n/a
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.
 


Autumn 2020 Winter 2020
Overseas Closing Date 22 June 2020 21 September 2020
Standard Closing Date 6 July 2020 12 October 2020
Late Closing Date 1 3 August 2020 9 November 2020
Private Client Investment Advice and Management2 3 September 2020 - 10:00 BST 3 December 2020 - 10:00 GMT
Results available 5 November 2020 18 February 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.


Autumn 2020 Winter 2020
Overseas Closing Date 22 June 2020 21 September 2020
Standard Closing Date 6 July 2020 12 October 2020
Late Closing Date 1 3 August 2020 9 November 2020
Financial Markets (unit 1)2 3 September 2020 - 14:00 BST 3 December 2020 - 14:00 GMT
Portfolio Construction Theory (unit 2)2 4 September 2020 - 10:00 BST 4 December 2020 - 10:00 GMT
Applied Wealth Management (unit 3)2 4 September 2020 - 14:00 BST 4 December 2020 - 14:00 GMT
Results available 5 November 2020 18 February 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.
 


Autumn 2020 Winter 2020
Overseas Closing Date 22 June 2020 n/a
Standard Closing Date 6 July 2020 n/a
Late Closing Date 1 3 August 2020 n/a
Paper 2 - Corporate Finance Strategy & Advice2 1 September 2020 - 13:00 BST n/a
Paper 1 - Corporate Finance Techniques & Theory2 2 September 2020 - 10:00 BST n/a
Results available 5 November 2020 n/a
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.


Autumn 2020 Winter 2020
Overseas Closing Date 22 June 2020 21 September 2020
Standard Closing Date 6 July 2020 12 October 2020
Late Closing Date 1 3 August 2020 9 November 2020
Financial Markets (unit 1)2 3 September 2020 - 14:00 BST 3 December 2020 - 14:00 GMT
Bonds & Fixed Interest Markets2 2 September 2020 - 10:00 BST n/a
Financial Derivatives2 2 September 2020 - 10:00 BST 2 December 2020 - 14:00 GMT
Fund Management2 2 September 2020 - 10:00 BST n/a
Results available 5 November 2020 18 February 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.


Autumn 2020 Winter 2020
Overseas Closing Date 22 June 2020 21 September 2020
Standard Closing Date 6 July 2020 12 October 2020
Late Closing Date 1 3 August 2020 9 November 2020
Regulation & Compliance2 2 September 2020 - 14:00 BST 2 December 2020 - 10:00 GMT
Results available 5 November 2020 18 February 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.


Autumn 2020 Winter 2020
Overseas Closing Date 22 June 2020 n/a
Standard Closing Date 6 July 2020 n/a
Late Closing Date 1 3 August 2020 n/a
Global Operations Management2 4 September 2020 - 14:00 BST n/a
Results available 5 November 2020 n/a
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.


Autumn 2020 Winter 2020
Overseas Closing Date 22 June 2020 21 September 2020
Standard Closing Date 6 July 2020 12 October 2020
Late Closing Date 1 3 August 2020 9 Novemver 2020
Pension Transfers & Planning Advice 2 September 2020 - 10:00 BST 2 December 2020 - 14:00 GMT
Results available 5 November 2020 18 February 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


 Autumn 2020
Overseas Closing Date 22 June 2020
Standard Closing Date 3 August 2020
Advanced Financial Planning 2 September 2020
Results available 5 November 2020
 

Level 7 Financial Plan Case Study

February 2020
Closing Date for Registrations 20 February 2020
Case Studies sent by CISI 27 February 2020
Financial Plans to be submitted by the candidate to the CISI by 7 May 2020
Results available 30 July 2020

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 *
2 The August 2020 submission has a CISI 14 week marking period (12 working weeks)

CBT exams

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