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.


 Winter exams Summer exams
Closing Date 08 October 2025 15 April 2026
Late Closing Date 1 22 October 2025 29 April 2026
Private Client Investment Advice and Management 26 November 2025 - 10:00 GMT 3 June 2026 - 10:00 BST
Results available 05 February 2026 13 August 2026
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
Closing Date 08 October 2025 15 April 2026
Late Closing Date 1 22 October 2025 29 April 2026
Financial Markets (unit 1) 26 November 2025 - 14:00 GMT 3 June 2026 - 14:00 BST
Portfolio Construction Theory (unit 2) 27 November 2025 - 10:00 GMT 4 June 2026 - 10:00 BST
Applied Wealth Management (unit 3) 27 November 2025 - 14:00 GMT 4 June 2026 - 14:00 BST
Results available 05 February 2026 13 August 2026
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 15 April 2026
Late Closing Date 1 29 April 2026
Fund Management 2 June 2026 - 10:00 BST
Results available 13 August 2026
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
Closing Date 08 October 2025 15 April 2026
Late Closing Date 1 22 October 2025 29 April 2026
Corporate Finance Strategy & Advice 24 November 2025 - 13:00 GMT 2 June 2026 - 09:00 BST
Results available 05 February 2026 13 August 2026
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
Closing Date 08 October 2025 15 April 2026
Late Closing Date 1 22 October 2025 29 April 2026
Regulation & Compliance 25 November 2025 - 14:00 GMT 2 June 2026 - 14:00 BST
Results available 05 February 2026 13 August 2026
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 2025  Spring 2026 
Standard Closing Date 16 July 2025 14 January 2026
Late Closing Date 1 30 July 2025 28 January 2026
Advanced Financial Planning 3 September 2025 - 10:00 BST 4 March 2026 - 10:00 GMT
Results available 13 November 2025 14 May 2026
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 7 Financial Plan Case Study


February 2025
Closing Date for Registrations 13 February 2025, 17:30 GMT
Case Studies sent by CISI 20 February 2025
Financial Plans to be submitted by the candidate to the CISI by 1st May 2025, 17:30 GMT
Results available 24 July 2025

May 2025
Closing Date for Registrations 22 May 2025, 17:30 BST
Case Studies sent by CISI 29 May 2025
Financial Plans to be submitted by the candidate to the CISI by 7 August 2025, 17:30 BST
Results available 30 October 2025

August 2025
Closing Date for Registrations 14 August 2025, 17:30 BST
Case Studies sent by CISI 21 August 2025
Financial Plans to be submitted by the candidate to the CISI by 30 October 2025, 17:30 BST
Results available 5 February 2026

November 2025
Closing Date for Registrations 20 November 2025, 17:30 GMT
Case Studies sent by CISI 27 November 2025
Financial Plans to be submitted by the candidate to the CISI by 5 February 2026, 17:30 GMT
Results available 30 April 2026


Winter exams Summer exams
Closing Date 08 October 2025 15 April 2026
Late Closing Date 1 22 October 2025 29 April 2026
Global Operations Management2 25 November 2025 - 10:00 GMT 2 June 2026 - 10:00 BST
Results available 06 February 2026 13 August 2026
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.