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