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.


 Winter 2019 Autumn 2020
Overseas Closing Date 23 September 2019 23 March 2020
Standard Closing Date 14 October 2019 14 April 2020
Late Closing Date 1 4 November 2019 4 May 2020
Advanced Global Securities Operations2 6 December 2019 - 10:00 GMT 5 June 2020 - 10:00 BST
Results available 13 February 2020 6 August 2020
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.
 


Winter 2019 Autumn 2020
Overseas Closing Date 23 September 2019 23 March 2020
Standard Closing Date 14 October 2019 14 April 2020
Late Closing Date 1 4 November 2019 4 May 2020
Private Client Investment Advice and Management2 5 December 2019 - 10:00 GMT 4 June 2020 - 10:00 BST
Results available 13 February 2020 6 August 2020
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.


Winter 2019 Autumn 2020
Overseas Closing Date 23 September 2019 23 March 2020
Standard Closing Date 14 October 2019 14 April 2020
Late Closing Date 1 4 November 2019 4 May 2020
Financial Markets (unit 1)2 5 December 2019 - 14:00 GMT 4 June 2020 - 14:00 BST
Portfolio Construction Theory (unit 2)2 6 December 2019 - 10:00 GMT 5 June 2020 - 10:00 BST
Applied Wealth Management (unit 3)2 6 December 2019 - 14:00 GMT 5 June 2020 - 14:00 BST
Results available 13 February 2020 6 August 2020
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.
 


Winter 2019 Autumn 2020
Overseas Closing Date 23 September 2019 23 March 2020
Standard Closing Date 14 October 2019 14 April 2020
Late Closing Date 1 4 November 2019 4 May 2020
Paper 2 - Corporate Finance Strategy & Advice2 3 December 2019 - 13:00 GMT 2 June 2020 - 13:00 BST
Paper 1 - Corporate Finance Techniques & Theory2 4 December 2019 - 14:00 GMT 3 June 2020 - 14:00 BST
Results available 13 February 2020 6 August 2020
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.


Winter 2019 Autumn 2020
Overseas Closing Date 23 September 2019 23 March 2020
Standard Closing Date 14 October 2019 14 April 2020
Late Closing Date 1 4 November 2019 4 May 2020
Financial Markets (unit 1)2 5 December 2019 - 14:00 GMT
 4 June 2020 - 14:00 BST
Bonds & Fixed Interest Markets2 4 December 2019 - 14:00 GMT 3 June 2020 - 14:00 BST
Financial Derivatives2 4 December 2019 - 14:00 GMT 3 June 2020 - 14:00 BST
Fund Management2 4 December 2019 - 14:00 GMT 3 June 2020 - 14:00 BST
Results available 13 February 2020 6 August 2020
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.


Winter 2019 Autumn 2020
Overseas Closing Date 23 September 2019 23 March 2020
Standard Closing Date 14 October 2019 14 April 2020
Late Closing Date 1 4 November 2019 4 May 2020
Regulation & Compliance2 4 December 2019 - 10:00 GMT 3 June 2020 - 10:00 BST
Results available 13 February 2020 6 August 2020
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.


Winter 2019 Autumn 2020
Overseas Closing Date 23 September 2019 23 March 2020
Standard Closing Date 14 October 2019 14 April 2020
Late Closing Date 1 4 November 2019 4 May 2020
Global Operations Management2 6 December 2019 - 14:00 GMT 5 June 2020 - 14:00 BST
Results available 13 February 2020 6 August 2020
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.


Winter 2019 Autumn 2020
Overseas Closing Date 23 September 2019 23 March 2020
Standard Closing Date 14 October 2019 14 April 2020
Late Closing Date 1 4 November 2019 4 May 2020
Pension Transfers & Planning Advice 4 December 2019 - 14:00 GMT 3 June 2020 - 14:00 BST
Results available 13 February 2020 6 August 2020
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 2019 Spring 2020 Autumn 2020
Overseas Closing Date 8 July 2019 23 December 2019 22 June 2020
Standard Closing Date 12 August 2019 31 January 2020 6 July 2020
Late Closing Date 1 19 August 2019 14 February 2020 3 August 2020
Advanced Financial Planning 19 September 2019 4 March 2020 2 September 2020
Results available 7 November 2019 7 May 2020 5 November 2020
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 7 Financial Plan Case Study

November 2019
Closing Date for Registrations 21 November 2019
Case Studies sent by CISI 28 November 2019
Financial Plans to be submitted by the candidate to the CISI by 6 February 2020
Results available 30 April 2020

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 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.