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.


Summer exams Winter exams Summer exams
Closing Date 27 April 2022 12 October 2022 19 April 2023
Late Closing Date 1 11 May 2022 26 October 2022 3 May 2023
Private Client Investment Advice and Management 16 June 2022 - 10:00 BST 30 November 2022 - 10:00 GMT 7 June 2023 - 10:00 BST
Results available 25 August 2022 09 February 2023 17 August 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.


Summer exams Winter exams Summer exams
Closing Date 27 April 2022 12 October 2022 19 April 2023
Late Closing Date 1 11 May 2022 26 October 2022 3 May 2023
Financial Markets (unit 1) 16 June 2022 - 14:00 BST 30 November 2022 - 14:00 GMT 7 June 2023 - 14:00 BST
Portfolio Construction Theory (unit 2) 17 June 2022 - 10:00 BST 01 December 2022 - 10:00 GMT 8 June 2023 - 10:00 BST
Applied Wealth Management (unit 3) 17 June 2022 - 14:00 BST 01 December 2022 - 14:00 GMT 8 June 2023 - 14:00 BST
Results available 25 August 2022 09 February 2023 17 August 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.


Summer exams Winter exams Summer exams
Closing Date 27 April 2022 12 October 2022 19 April 2023
Late Closing Date 1 11 May 2022 26 October 2022 3 May 2023
Financial Markets (unit 1) 16 June 2022 - 14:00 BST 30 November 2022 - 14:00 GMT 7 June 2023 - 14:00 BST
Financial Derivatives n/a 29 November 2022 - 10:00 GMT n/a
Bonds & Fixed Interest Markets 15 June 2022 - 14:00 BST n/a 6 June 2023 - 10:00 BST
Fund Management 15 June 2022 - 14:00 BST n/a 6 June 2023 - 10:00 BST
Results available 25 August 2022 09 February 2023 17 August 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.


Summer exams Winter exams Summer exams
Closing Date 27 April 2022 12 October 2022 19 April 2023
Late Closing Date 1 11 May 2022 26 October 2022 3 May 2023
Corporate Finance Techniques & Theory 15 June 2022 - 14:00 BST 29 November 2022 - 10:00 GMT 6 June 2023 - 10:00 BST
Corporate Finance Strategy & Advice 14 June 2022 - 13:00 BST 28 November 2022 - 13:00 GMT 5 June 2023 - 13:00 BST
Results available 25 August 2022 09 February 2023 17 August 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.


Summer exams Winter exams Summer exams
Closing Date 27 April 2022 12 October 2022 19 April 2023
Late Closing Date 1 11 May 2022 26 October 2022 3 May 2023
Regulation & Compliance 15 June 2022 - 10:00 BST 29 November 2022 – 14:00 GMT 6 June 2023 - 14:00 BST
Results available 25 August 2022 09 February 2023 17 August 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.


Summer exams Winter exams Summer exams
Closing Date 27 April 2022 12 October 2022 19 April 2023
Late Closing Date 1 11 May 2022 26 October 2022 3 May 2023
Pension Transfers & Planning Advice 15th June 2022 - 14:00 GMT 29 November 2022 - 10:00 GMT 6 June 2023 - 10:00 BST
Results available 25 August 2022 09 February 2023 17 August 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.

Level 6 Certificate in Advanced Financial Planning


Spring 2022 
Autumn 2022 
Spring 2023 
Autumn 2023 
Standard Closing Date  12 January 2022 20 July 2022 13 January 2023 21 July 2023
Late Closing Date  26 January 2022  3 August 2022  27 January 2023  04 August 2023
Advanced Financial Planning  2 March 2022 - 10:00 BST  7 September - 10:00 BST  1 March 2023 - 10:00 BST  6 September 2023 - 10:00 BST
Results available  12 May 2022  17 November 2022  11 May 2023  16 November 2023


Level 7 Financial Plan Case Study

 
 
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

August 2022
Closing Date for Registrations 18 August 2022
Case Studies sent by CISI 25 August 2022
Financial Plans to be submitted by the candidate to the CISI by 3 November 2022
Results available 9 February 2023

November 2022
Closing Date for Registrations 24 November 2022
Case Studies sent by CISI 1st December 2022
Financial Plans to be submitted by the candidate to the CISI by 9 February 2023
Results available 27 April 2023
2 The August 2021 submission has a CISI 14 week marking period (12 working weeks)


Summer exams Winter exams Summer exams
Closing Date 27 April 2022 12 October 2022 19 April 2023
Late Closing Date 1 11 May 2022 26 October 2022 3 May 2023
Global Operations Management2 17 June 2022 - 14:00 BST 01 December 2022 - 14:00 GMT 8 June 2023 - 14:00 BST
Results available 25 August 2022 09 February 2023 17 August 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.


Summer exams Summer exams
Closing Date 27 April 2022 19 April 2023
Late Closing Date 1 11 May 2022 3 May 2023
Advanced Global Securities Operations 17 June 2022 - 10:00 BST 8 June 2023 - 10:00 BST
Results available 25 August 2022 17 August 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.

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.