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. All examination times shown are UK, International exam times may vary but will be confirmed via email after booking.


 Summer exams Winter exams
Closing Date 12 May 2021 13 October 2021
Late Closing Date 1 26 May 2021 27 October 2021
Private Client Investment Advice and Management 1 July 2021 - 10:00 BST 1 December 2021 - 10:00 GMT
Results available 2 September 2021 10 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.


Summer exams Winter exams
Closing Date 12 May 2021 13 October 2021
Late Closing Date 1 26 May 2021 27 October 2021
Financial Markets (unit 1) 30 June 2021 - 14:00 BST 01 December 2021 - 14:00 GMT
Portfolio Construction Theory (unit 2) 2 July 2021 - 10:00 BST 02 December 2021 - 10:00 GMT
Applied Wealth Management (unit 3) 2 July 2021 - 14:00 BST 02 December 2021 - 14:00 GMT
Results available 2 September 2021 10 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.


Summer exams Winter exams
Closing Date 12 May 2021 13 October 2021
Late Closing Date 1 26 May 2021 27 October 2021
Financial Markets (unit 1) 30 June 2021 - 14:00 BST 01 December 2021 - 14:00 GMT
Financial Derivatives 01 July 2021 14:00 BST 30 November 2021 - 10:00 GMT
Bonds & Fixed Interest Markets 1 July 2021 - 14:00 BST n/a
Fund Management 1 July 2021 - 14:00 BST n/a
Results available 2 September 2021 10 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.


Winter exams
Closing Date 13 October 2021
Late Closing Date 1 27 October 2021
Corporate Finance Techniques & Theory 30 November 2021 - 10:00 GMT
Corporate Finance Strategy & Advice 29 November 2021 - 13:00 GMT
Results available 10 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.


Summer exams Winter exams
Closing Date 12 May 2021 13 October 2021
Late Closing Date 1 26 May 2021 27 October 2021
Regulation & Compliance 30 June 2021 - 10:00 BST 30 November 2021 - 14:00 GMT
Results available 2 September 2021 10 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.


Summer exams Winter exams
Closing Date 12 May 2021 13 October 2021
Late Closing Date 1 26 May 2021 27 October 2021
Pension Transfers & Planning Advice 1 July 2021 - 14:00 BST 30 November 2021 - 10:00 GMT
Results available 2 September 2021 10 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.

Level 6 Certificate in Advanced Financial Planning


 Autumn 2021
Spring 2022 
Standard Closing Date 16 July 2021  12 January 2022
Late Closing Date 30 July 2021  26 January 2022
Advanced Financial Planning 1 September - morning  2 March 2022
Results available 4 November 2021  12 May 2022


Level 7 Financial Plan Case Study

 
 
November 2020
Closing Date for Registrations 19 November 2020
Case Studies sent by CISI 26 November 2020
Financial Plans to be submitted by the candidate to the CISI by 4 February 2021
Results available 29 April 2021

February 2021
Closing Date for Registrations 18 February 2021
Case Studies sent by CISI 25 February 2021
Financial Plans to be submitted by the candidate to the CISI by 6 May 2021
Results available 29 July 2021

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


Summer exams Winter exams
Closing Date 12 May 2021 13 October 2021
Late Closing Date 1 26 May 2021 27 October 2021
Global Operations Management2 2 July 2021 - 10:00 BST 02 December 2021 - 14:00 GMT
Results available 2 September 2021 10 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.


Summer exams
Closing Date 12 May 2021
Late Closing Date 1 26 May 2021
Advanced Global Securities Operations 1 July 2021 - 14:00 BST
Results available 2 September 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.

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.