Price list

The prices listed below are for the period 1 April 2020 - 31 March 2021.

CISI workbooks: The CISI's mandatory workbook policy requires, where available, the most up to date CISI workbook to be purchased when booking an exam, including by an ATP on your behalf. This is to ensure there is one standard workbook from which all exam candidates can prepare and applies to all candidates sitting CISI exams in the UK. When you order a workbook, you will also receive an ebook (where available) for that subject. Workbook prices include postage (excluding the Channel Islands).

Saver Price: Saver price refers to purchasing your examination, workbook and Revision Express together as one package. Please contact us to order the saver package.

Concessions: Exam concessionary rates are available for unemployed individuals. Please click here for more information

Qualification Registration Fee
The Qualification Registration Fee is a one off payment when registering your first qualification with us.	£60.00

Exam exemptions
Exemption from unit when applying with a CISI qualification	Free
Exemption from multiple choice question (MCQ) unit when applying with a non-CISI qualification	£50.00
Exemption from narrative unit when applying with a non-CISI qualification	£75.00

Exam certificates
E-certificates for exams taken after 1 May 2018 - Available to view and download in MyCISI	Free
Printed hard-copy exam certificates (via post)	£30.00

Pre-employment \| Foundation Level 2 units	Exam fee	Workbook price	Link pack	Saver price
Fundamentals of Financial Services	£94.00	£59.00	£91.00	£162.00
Fundamentals of Financial Services (Arabic)	£94.00	£59.00	£91.00	£162.00
Fundamentals of Financial Services (French)	£94.00	£59.00	£91.00	£162.00
Fundamentals of Financial Services (Spanish)	£94.00	£59.00	£91.00	£162.00
Fundamentals of Financial Services (Russian)	£94.00	£59.00	n/a	n/a
Fundamentals of Islamic Banking and Finance	£94.00	£59.00	£91.00	£162.00
Fundamentals of Islamic Banking and Finance (Arabic)	£94.00	£59.00	£91.00	£162.00

Qualifying Level 3 units	Exam fee	Workbook price	Link pack	Saver price
Investment Operations Certificate (IOC)
Introduction to Securities and Investment	£131.00	£90.00	£116.00	£238.00
International Introduction to Securities and Investment	£131.00	£90.00	£116.00	£238.00
International Introduction to Securities and Investment (Arabic)	£131.00	£90.00	£116.00	£238.00
International Introduction to Securities & Investment (Spanish)	£131.00	£90.00	£116.00	£238.00
International Introduction to Securities & Investment (Russian)	£131.00	£90.00	£116.00	£238.00
International Introduction to Securities & Investment (Kenya)	£131.00	£90.00	£116.00	£238.00
UK Financial Regulation	£206.00	£90.00	£116.00	£313.00
Asset Servicing	£131.00	£90.00	£116.00	£238.00
Client Money and Assets	£131.00	£90.00	£116.00	£238.00
Collective Investment Schemes Administration	£131.00	£90.00	£116.00	£238.00
Combating Financial Crime	£131.00	£90.00	£116.00	£238.00
Derivatives	£239.00	£90.00	£116.00	£347.00
Global Financial Compliance	£239.00	£90.00	£116.00	£347.00
Global Financial Compliance (Arabic)	£239.00	£90.00	£116.00	£347.00
Global Securities Operations	£131.00	£90.00	£116.00	£230.00
Transfer Agency Administration & Oversight	£239.00	£90.00	£116.00	£347.00
IT in Investment Operations	£131.00	£90.00	£116.00	£238.00
Managing Cyber Security	£131.00	£90.00	£116.00	£238.00
Operational Risk	£131.00	£90.00	£116.00	£238.00
Pensions Administration	£131.00	£90.00	£116.00	£238.00
Platforms, Wealth Management and Service Providers	£131.00	£90.00	£116.00	£238.00
Risk in Financial Services	£239.00	£90.00	£116.00	£347.00
Risk in Financial Services (Spanish)	£239.00	£90.00	n/a	£347.00
Capital Markets Programme
Derivatives	£239.00	£90.00	£116.00	£347.00
Financial Derivatives - Last sitting 31 December 2020	£206.00	£90.00	£116.00	£347.00
Securities	£239.00	£90.00	£116.00	£347.00
UK Financial Regulation	£206.00	£90.00	£116.00	£313.00
Certificate in Corporate Finance
Corporate Finance Regulation	£206.00	£90.00	£116.00	£313.00
Corporate Finance Technical Foundations	£206.00	£90.00	£116.00	£313.00
International Certificate in Wealth & Investment Management
International Certificate in Wealth & Investment Management	£239.00	£90.00	£116.00	£347.00
International Certificate in Wealth & Investment Management (Spanish)	£239.00	£90.00	£116.00	£347.00
International Certificate in Wealth & Investment Management (Arabic)	£239.00	£90.00	£116.00	£347.00
International Certificate in Wealth & Investment Management (Mandarin)	£239.00	£90.00	£116.00	£347.00
Certificate in Investment & Wealth Management (Spain)	£239.00	£90.00	£116.00	£347.00
Wealth & Investment Management (India)	£131.00	£90.00	n/a	£238.00
Islamic Finance Qualification
Islamic Finance Qualification	£239.00	£90.00	£116.00	£347.00
Islamic Finance Qualification (Arabic)	£239.00	£90.00	£116.00	£347.00
Non-UK Regulatory Exams
DIFC Rules and Regulations	£238.00	£90.00	n/a	n/a
Palestine Securities Sector Rules & Regulations	£196.00	£90.00	n/a	n/a
Qatar Financial Centre Rules and Regulations	£238.00	£90.00	n/a	n/a
Qatar Financial Markets Authority Regulations	£131.00	£90.00	n/a	n/a
Qatar Financial Markets Authority Regulations (Arabic)	£131.00	£90.00	n/a	n/a
Kuwait Rules and Regulations	£206.00	£90.00	£116.00	£313.00
Kuwait Rules and Regulations (Arabic)	£206.00	£90.00	£116.00	£313.00
Regulations and Market Practice (Kenya)	£131.00	£90.00	n/a	n/a
The United Arab Emirates Financial Rules and Regulations	£131.00	£90.00	n/a	n/a
The United Arab Emirates Financial Rules and Regulations (Arabic)	£131.00	£90.00	n/a	n/a

Qualifying Level 4 units	Exam fee	Workbook price	Link pack	Saver price
Managing Operational Risk in Financial Institutions	£256.00	£90.00	£116.00	£363.00
Investment Management (Level 4) Certificate	£256.00	£90.00	£116.00	£363.00
Investment Advice Diploma (IAD)
Derivatives	£256.00	£90.00	£116.00	£363.00
Investment, Risk and Taxation	£256.00	£90.00	£116.00	£363.00
Financial Planning & Advice	£304.00	£90.00	£116.00	£404.00
Retail Advice and Planning	£256.00	£90.00	£116.00	£363.00
Securities	£256.00	£90.00	£116.00	£363.00
UK Regulation and Professional Integrity	£256.00	£90.00	£116.00	£363.00
Certificate in Paraplanning
Financial Planning and Advice	£304.00	£90.00	£116.00	£404.00
Investment, Risk and Taxation	£256.00	£90.00	£116.00	£363.00
International Certificate in Advanced Wealth Management
International Certificate in Advanced Wealth Management	£256.00	£90.00	n/a	£363.00
International Certificate in Advanced Wealth Management (Spanish)	£256.00	£90.00	n/a	n/a
Certificate in International Advanced Wealth Management
Economics and Markets for Wealth Management	£256.00	£90.00	£116.00	£363.00
Economics and Markets for Wealth Management (Mandarin)	£256.00	£90.00	£116.00	£363.00
Wealth Management Practice	£256.00	£90.00	£116.00	£363.00
Wealth Management Practice (Mandarin)	£256.00	£90.00	£116.00	£363.00

Advanced Level 5 units	Exam fee	Workbook price	Link pack	Saver price
Advanced Certificates
Advanced Global Securities Operations	£283.00	£90.00	n/s	n/a

Professional Level 6 units	Exam fee	Workbook price	Link pack	Saver price
Diploma in Investment Operations
Global Operations Management	£308.00	£182.00	n/a	n/a
Diploma in Capital Markets
Bond & Fixed Interest Markets	£308.00	n/a	n/a	n/a
Financial Derivatives	£308.00	n/a	n/a	n/a
Fund Management	£308.00	n/a	n/a	n/a
ICAEW / CISI Diploma in Corporate Finance
Corporate Finance Techniques & Theory	£383.00	n/a	n/a	n/a
Corporate Finance Strategy & Advice	£454.00	n/a	n/a	n/a
Diploma in Investment Compliance
Regulation & Compliance	£308.00	£182.00	n/a	n/a
Private Client Investment Advice & Management (PCIAM)
Private Client Investment Advice & Management (PCIAM)	£308.00	£182.00	£196.00	£496.00
CERTIFIED FINANCIAL PLANNER^TM certification
Level 6 Certificate in Advanced Financial Planning	£308.00	£182.00	n/a	£496.00
Level 7 Financial Plan Case Study	£496.00	n/a	n/a	n/a
For pricing on the previous Level 6 Diploma in Financial Planning please Contact us
Certificate in Pension Transfer & Planning Advice
Pension Transfers & Planning Advice	£308.00	£182.00	n/a	n/a
Chartered Wealth Manager Qualification
Applied Wealth Management	£308.00	£182.00	£190.00	£496.00
Financial Markets	£308.00	£182.00	£190.00	£496.00
Portfolio Construction Theory in Wealth Management	£308.00	£182.00	£190.00	£496.00

CISI Workbooks and ebooks: When you book for an exam, you will receive the most up-to-date CISI workbook in PDF format and an ebook (where available) for that subject. The cost of the workbook and ebook is included in the cost of the exam you are taking. These arrangements are in place to ensure that all candidates preparing for CISI exams have the same definitive study materials for their exam.

Qualification Registration Fee
The Qualification Registration Fee is a one off payment when registering your first qualification with us.	£35.00

Exam exemptions
Exemption from unit when applying with a CISI qualification	Free
Exemption from multiple choice question (MCQ) unit when applying with a non-CISI qualification	£50.00
Exemption from narrative unit when applying with a non-CISI qualification	£75.00

Exam certificates
E-certificates for exams taken after 1 May 2018 - Available to view and download in MyCISI	Free
Printed hard-copy exam certificates (via post)	£30.00

Pre-employment \| Foundation Level 2 Qualifications	First sitting	Resit
Fundamentals of Financial Services	£162.00	£94.00
Fundamentals of Financial Services (Arabic)	£162.00	£94.00
Fundamentals of Financial Services (French)	£162.00	£94.00
Fundamentals of Financial Services (Spanish)	£162.00	£94.00
Fundamentals of Financial Services (Russian)	£162.00	£94.00
Fundamentals of Islamic Banking and Finance	£162.00	£94.00
Fundamentals of Islamic Banking and Finance (Arabic)	£162.00	£94.00

Qualifying Level 3 Qualifications	First sitting	Resit
Investment Operations Certificate (IOC)
Introduction to Securities and Investment	£223.00	£131.00
International Introduction to Securities and Investment	£223.00	£131.00
International Introduction to Securities and Investment (Arabic)	£223.00	£131.00
International Introduction to Securities & Investment (Spanish)	£223.00	£131.00
International Introduction to Securities & Investment (Russian)	£223.00	£131.00
International Introduction to Securities & Investment (Kenya)	£223.00	£131.00
UK Financial Regulation	£298.00	£206.00
Asset Servicing	£223.00	£131.00
Collective Investment Schemes Administration	£223.00	£131.00
Combating Financial Crime	£223.00	£131.00
Derivatives	£331.00	£239.00
Global Financial Compliance	£331.00	£239.00
Global Financial Compliance (Arabic)	£331.00	£239.00
Global Securities Operations	£223.00	£131.00
Transfer Agency Administration & Oversight	£331.00	£239.00
IT in Investment Operations	£223.00	£131.00
Managing Cyber Security	£223.00	£131.00
Operational Risk	£223.00	£131.00
Platforms, Wealth Management and Service Providers	£223.00	£131.00
Client Money & Assets	£223.00	£131.00
Pensions Administration	£223.00	£131.00
Risk in Financial Services	£331.00	£239.00
Risk in Financial Services (Spanish)	£331.00	£239.00
Capital Markets Programme
Derivatives	£331.00	£239.00
Financial Derivatives - Last sitting 20 May 2020	£297.00	£206.00
Securities	£331.00	£239.00
UK Financial Regulation	£298.00	£206.00
Certificate in Corporate Finance
Corporate Finance Regulation	£298.00	£206.00
Corporate Finance Technical Foundations	£298.00	£206.00
International Certificate in Wealth & Investment Management
International Certificate in Wealth & Investment Management	£331.00	£239.00
International Certificate in Wealth & Investment Management (Spanish)	£331.00	£239.00
International Certificate in Wealth & Investment Management (Arabic)	£331.00	£239.00
International Certificate in Wealth & Investment Management (Mandarin)	£331.00	£239.00
Certificate in Investment & Wealth Management	£331.00	£239.00
Wealth & Investment Management (India)	£223.00	£131.00
Islamic Finance Qualification
Islamic Finance Qualification	£331.00	£239.00
Islamic Finance Qualification (Arabic)	£331.00	£239.00
DIFC Rules and Regulations	£284.00	£238.00
Palestine Securities Sector Rules & Regulations	£248.00	£196.00
Qatar Financial Centre Rules and Regulations	£284.00	£238.00
Qatar Financial Markets Authority Regulations	£180.00	£131.00
Qatar Financial Markets Authority Regulations (Arabic)	£180.00	£131.00
Kuwait Rules and Regulations	£298.00	£206.00
Kuwait Rules and Regulations (Arabic)	£298.00	£206.00
Regulations and Market Practice (Kenya)	£205.00	£131.00
The United Arab Emirates Financial Rules and Regulations	£164.00	£131.00
The United Arab Emirates Financial Rules and Regulations (Arabic)	£164.00	£131.00

Qualifying Level 4 Qualifications	First sitting	Resit
Managing Operational Risk in Financial Institutions	£346.00	£256.00
Investment Management (Level 4) Certificate	£346.00	£256.00
Investment Advice Diploma (IAD)
Financial Planning and Advice	£394.00	£304.00
Derivatives	£346.00	£256.00
Investment, Risk and Taxation	£346.00	£256.00
Securities	£346.00	£256.00
UK Regulation and Professional Integrity	£346.00	£256.00
Retail Advice and Planning	£346.00	£256.00
Certificate in Paraplanning
Financial Planning and Advice	£394.00	£304.00
Investment, Risk and Taxation	£346.00	£256.00
International Certificate in Advanced Wealth Management
International Certificate in Advanced Wealth Management	£346.00	£256.00
International Certificate in Advanced Wealth Management (Spanish)	£346.00	£256.00
Certificate in International Advanced Wealth Management
Economics and Markets for Wealth Management	£346.00	£256.00
Economics and Markets for Wealth Management (Mandarin)	£346.00	£256.00
Wealth Management Practice	£346.00	£256.00

Advanced Level 5 Qualifications	First sitting	Resit
Advanced Certificates
Advanced Global Securities Operations	£377.00	£283.00

Professional Level 6 Qualifications	First sitting	Resit
Diploma in Investment Operations
Global Operations Management	£470.00	£308.00
Diploma in Capital Markets
Bond & Fixed Interest Markets	£308.00	£308.00
Financial Derivatives	£308.00	£308.00
Fund Management	£308.00	£308.00
ICAEW / CISI Diploma in Corporate Finance
Corporate Finance Techniques & Theory	£383.00	£383.00
Corporate Finance Strategy & Advice	£454.00	£454.00
Diploma in Investment Compliance
Regulation & Compliance	£470.00	£308.00
Private Client Investment Advice & Management (PCIAM)
Private Client Investment Advice & Management (PCIAM)	£482.00	£308.00
CERTIFIED FINANCIAL PLANNER^TM certification
Level 6 Advanced Financial Planning Exam	£470.00	£308.00
Pension Transfers & Planning Advice	£470.00	£308.00

Professional Level 7 Qualifications	First sitting	Resit
Chartered Wealth Manager Qualification
Applied Wealth Management	£470.00	£308.00
Financial Markets	£470.00	£308.00
Portfolio Construction Theory in Wealth Management	£470.00	£308.00

Qualification Registration Fee
Qualification Registration Fee	£35.00

Please note: International exam bookings include a workbook in PDF format and ebook (where available) and access to our Revision Express elearning product (where available) unless otherwise indicated.

Certain exams may be subject to local invigilation fees.

Reduced resit fees are providing your resit is taken within the same syllabus as your first exam. This price will also be subject to local invigilation fees.

Are you intending to sit an exam in a country covered by one of our international offices? If you are, please contact the appropriate office for information about prices in your area.

Dubai - Covering candidates in: UAE, Bahrain, Qatar, Oman, Kuwait and Jordan
Tel: +971 4 2900851
Email: uae.office@cisi.org

Mumbai - Covering candidates in: India and Mauritius
Tel: +91 22 42219400
Email: southasia.office@cisi.org

Singapore - Covering candidates in: Singapore, Malaysia, Hong Kong, Thailand, China, Indonesia and Vietnam
Tel: +65 64385007
Email: singapore.office@cisi.org

Colombo - Covering candidates in: Sri Lanka
Tel: +94 117 247 247
Email: srilanka.office@cisi.org

Manila – Covering candidates in: Philippines
Email: philippines.office@cisi.org

Spain - Covering candidates in: Spain and Latin America
Tel: +34 675 674 221
Email: spain.office@cisi.org

Total Exam Fee: The Total Exam Fee is the sum of the current individual exam fees. Our prices are reviewed on an annual basis and so the fees for each exam may be subject to change. For qualifications that allow different combinations of units, the Total Exam Fee is a guide that reflects the most common combination of units used to achieve the qualification.

Total Workbook Fee: The Total Workbook Fee is the sum of the current individual workbook fees. Our prices are reviewed on an annual basis and so the fees for each workbook may be subject to change. For qualifications that allow different combinations of units, the Total Workbook Fee is a guide that reflects the most common combination of units used to achieve the qualification.

Associated Learner Fee: The Associated Learner Fee includes all current fees for services directly related to the delivery and award of a qualification. Our prices are reviewed on an annual basis and so the fees for associated services may be subject to change.

Condition F of the General Conditions of Recognition stipulates that awarding organisations must publish the total qualification fee for each regulated qualification. The fees presented below are based on prices for the current year, however, many candidates take the exams within a qualification over one or more years and therefore the actual cost will reflect the price rises over the period. The total fees also do not reflect the cost of any resits which are required to complete the qualification.

Pre-employment \| Foundation Level 2 Qualifications	Total exam fee	Total workbook fee
Fundamentals of Financial Services	£94.00	£59.00
Award in Fundamentals of Islamic Banking and Finance	£94.00	£59.00

Qualifying Level 3 Qualifications	Total exam fee	Total workbook fee
Introduction to Securities and Investment	£131.00	£90.00
International Introduction to Securities and Investment	£131.00	£90.00
Investment Operations Certificate (IOC)	£576.00	£270.00
Award in Global Financial Compliance	£239.00	£90.00
Certificate in Global Financial Compliance	£445.00	£180.00
Award in Combating Financial Crime	£131.00	£90.00
Certificate in Combating Financial Crime	£337.00	£180.00
Award in Risk in Financial Services	£239.00	£90.00
Certificate in Risk in Financial Services	£445.00	£180.00
Award in Managing Cyber Security	£131.00	£90.00
Certificate in Managing Cyber Security	£337.00	£180.00
Certificate in Cyber Security and Information Technology in Investment Operations	£262.00	£180.00
Certificate in the Prevention of Financial and Cyber Crime	£262.00	£180.00
Capital Markets Programme	£465.00	£180.00
Certificate in Corporate Finance	£412.00	£180.00
International Certificate in Wealth & Investment Management	£239.00	£90.00
Certificate in Investment & Wealth Management (Spain)	£239.00	£90.00
Wealth & Investment Management (India)	£131.00	£90.00
Islamic Finance Qualification	£239.00	£90.00
IT in Investment Operations	£131.00	£90.00

Qualifying Level 4 Qualifications	Total exam fee	Total workbook fee
Managing Operational Risk in Financial Institutions	£256.00	£90.00
Investment Management (Level 4) Certificate	£256.00	£90.00
Investment Advice Diploma (IAD)	£768.00	£270.00
Certificate in Paraplanning	£560.00	£180.00
International Certificate in Advanced Wealth Management	£256.00	£90.00
Certificate in International Advanced Wealth Management	£512.00	£180.00

Advanced Level 5 Qualifications	Total exam fee	Total workbook fee
Advanced Certificate in Global Securities Operations	£414.00	£180.00

Professional Level 6 Qualifications	Total exam fee	Total workbook fee
Diploma in Investment Operations	£722.00	£362.00
Diploma in Capital Markets	£875.00	£272.00
ICAEW / CISI Diploma in Corporate Finance	£837.00	£0.00
Diploma in Investment Compliance	£803.00	£362.00
Private Client Investment Advice & Management (PCIAM)	£308.00	£182.00
Certificate in Advanced Financial Planning	£308.00	£182.00
Diploma in Financial Planning	£560.00	£90.00
Certificate in Pension Transfer & Planning Advice	£308.00	£182.00

Professional Level 7 Qualifications	Total exam fee	Total workbook fee
Chartered Wealth Manager Qualification	£924.00	£546.00
Diploma in Advanced Financial Planning	£804.00	£182.00

Equivalent International qualifications fees are available on request.

Please contact us on:
Tel: +44 20 7645 0777 Email: customersupport@cisi.org

Associated Fees

Product	Multiple Choice Question (MCQ) Exams	Narrative Exams
Revision Express	£37.00	£54.00
Performance Review	£30.00	£25.00
Qualification Registration Fee	£60.00	£60.00
Hard Copy Certificate	£30.00	£30.00
Appeal	£100.00	£100.00
Late entry fee	£N/A	£50.00

The following prices are available to students at schools and colleges offering CISI qualifications, or to students in full time education. If you would like to enquire about these qualifications or prices, please email educationdevelopment@cisi.org

Level 2 Award in Fundamentals of Financial Services (for 16-19 year olds)	Exam fee	Workbook price	Total cost
Fundamentals of Financial Services	£30.00	£40.00*	£70.00

Level 3 Certificate for Introduction to Investment (AS Level equivalent)	Exam fee	Workbook price	Total cost
Financial Products, Markets & Services	£40.00	£40.00*	£120.00
Extended Project (CertISI)	£40.00	N/A	£120.00

Level 3 Diploma in Finance, Risk and Investment (A Level equivalent)	Exam fee	Workbook price	Total cost
Money, Economies and Uncertainty	£40.00	£40.00	£240.00
Investment Decision Making, Accounting and Governance	£40.00	£40.00
Financial Products, Markets & Services	£40.00	£40.00*
Extended Project (Diploma)	£40.00	n/a

* includes access to our e-learning tool Revision Express.

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