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.

If you wish to sit your narrative exam at a physical venue outside of the UK, this will incur a local invigilation fee which will be confirmed to you by our customer support team once the venue has been arranged. Remote exams for candidates outside the UK do not attract any additional local fees.


 Summer exams Winter exams
Closing Date 19 April 2023 11 October 2023
Late Closing Date 1 3 May 2023 25 October 2023
Private Client Investment Advice and Management 7 June 2023 - 10:00 BST 29 November 2023 - 10:00 GMT
Results available 17 August 2023 08 February 2024
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 Summer exams Winter exams
Closing Date 12 October 2022 19 April 2023 11 October 2023
Late Closing Date 1 26 October 2022 3 May 2023 25 October 2023
Financial Markets (unit 1) 30 November 2022 - 14:00 GMT 7 June 2023 - 14:00 BST 29 November 2023 - 14:00 GMT
Portfolio Construction Theory (unit 2) 01 December 2022 - 10:00 GMT 8 June 2023 - 10:00 BST 30 November 2023 - 10:00 GMT
Applied Wealth Management (unit 3) 01 December 2022 - 14:00 GMT 8 June 2023 - 14:00 BST 30 November 2023 - 14:00 GMT
Results available 09 February 2023 17 August 2023 08 February 2024
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 Summer exams Winter exams
Closing Date 12 October 2022 19 April 2023 11 October 2023
Late Closing Date 1 26 October 2022 3 May 2023 25 October 2023
Financial Markets (unit 1) 30 November 2022 - 14:00 GMT 7 June 2023 - 14:00 BST 29 November 2023 - 14:00 GMT
Financial Derivatives 29 November 2022 - 10:00 GMT 6 June 2023 - 14:00 BST n/a
Bonds & Fixed Interest Markets n/a 6 June 2023 - 10:00 BST 28 November 2023 - 14:00 GMT
Fund Management n/a 6 June 2023 - 10:00 BST n/a
Results available 09 February 2023 17 August 2023 08 February 2024
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 Summer exams Winter exams
Closing Date 12 October 2022 19 April 2023 11 October 2023
Late Closing Date 1 26 October 2022 3 May 2023 25 October 2023
Corporate Finance Techniques & Theory 29 November 2022 - 10:00 GMT 6 June 2023 - 10:00 BST 28 November 2023 - 10:00 GMT
Corporate Finance Strategy & Advice 28 November 2022 - 13:00 GMT 5 June 2023 - 13:00 BST 27 November 2023 - 13:00 GMT
Results available 09 February 2023 17 August 2023 08 February 2024
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 Summer exams Winter exams
Closing Date 12 October 2022 19 April 2023 11 October 2023
Late Closing Date 1 26 October 2022 3 May 2023 25 October 2023
Regulation & Compliance 29 November 2022 – 14:00 GMT 6 June 2023 - 14:00 BST 28 November 2023 - 14:00 GMT
Results available 09 February 2023 17 August 2023 08 February 2024
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 Summer exams Winter exams
Closing Date 12 October 2022 19 April 2023 11 October 2023
Late Closing Date 1 26 October 2022 3 May 2023 25 October 2023
Pension Transfers & Planning Advice 29 November 2022 - 10:00 GMT 6 June 2023 - 10:00 BST 28 November 2023 - 10:00 GMT
Results available 09 February 2023 17 August 2023 08 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.

Level 6 Certificate in Advanced Financial Planning
Spring 2023 
Autumn 2023 
Standard Closing Date 13 January 2023 21 July 2023
Late Closing Date  27 January 2023  04 August 2023
Advanced Financial Planning  1 March 2023 - 10:00 BST  6 September 2023 - 10:00 BST
Results available  11 May 2023  16 November 2023


Level 7 Financial Plan Case Study

 
 

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

February 2023
Closing Date for Registrations 16 February 2023
Case Studies sent by CISI 23 February 2023
Financial Plans to be submitted by the candidate to the CISI by 4 May 2023
Results available 27 July 2023

May 2023
Closing Date for Registrations 18 May 2023
Case Studies sent by CISI 25 May 2023
Financial Plans to be submitted by the candidate to the CISI by 3 August 2023
Results available 26 October 2023

August 2023
Closing Date for Registrations 17 August 2023
Case Studies sent by CISI 24 August 2023
Financial Plans to be submitted by the candidate to the CISI by 2 November 2023
Results available 8 February 2024

November 2023
Closing Date for Registrations 23 November 2023
Case Studies sent by CISI 30 November 2023
Financial Plans to be submitted by the candidate to the CISI by 8 February 2024
Results available 02 May 2024

2 The August 2021 submission has a CISI 14 week marking period (12 working weeks)


Winter exams Summer exams Winter exams
Closing Date 12 October 2022 19 April 2023 11 October 2023
Late Closing Date 1 26 October 2022 3 May 2023 25 October 2023
Global Operations Management2 01 December 2022 - 14:00 GMT 8 June 2023 - 14:00 BST 30 November 2023 - 14:00 GMT
Results available 09 February 2023 17 August 2023 08 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.


Summer exams Winter exams
Closing Date 19 April 2023 11 October 2023
Late Closing Date 1 3 May 2023 25 October 2023
Advanced Global Securities Operations 8 June 2023 - 10:00 BST 30 November 2023 - 10:00 GMT
Results available 17 August 2023 08 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.

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.

We are withdrawing our our Financial Derivatives exam in the summer 2023 session, the Bond and Fixed Interest Markets and the Advanced Global Securities Operations exam in the winter 2023 session.
It is strongly recommended the final sitting is for resits only and not for first time candidates. If you have any questions, please contact our Customer Support Team.