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 09 October 2024 16 April 2025
Late Closing Date 1 23 October 2024 30 April 2025
Private Client Investment Advice and Management 27 November 2024 - 10:00 GMT 4 June 2025 - 10:00 BST
Results available 06 February 2025 14 August 2025
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 09 October 2024 16 April 2025
Late Closing Date 1 23 October 2024 30 April 2025
Financial Markets (unit 1) 27 November 2024 - 14:00 GMT 4 June 2025 - 14:00 BST
Portfolio Construction Theory (unit 2) 28 November 2024 - 10:00 GMT 5 June 2025 - 10:00 BST
Applied Wealth Management (unit 3) 28 November 2024 - 14:00 GMT 5 June 2025 - 14:00 BST
Results available 06 February 2025 14 August 2025
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 16 April 2025
Late Closing Date 1 30 April 2025
Fund Management 3 June 2025 - 10:00 BST
Results available 14 August 2025
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 09 October 2024 16 April 2025
Late Closing Date 1 23 October 2024 30 April 2025
Corporate Finance Techniques & Theory n/a n/a
Corporate Finance Strategy & Advice 25 November 2024 - 13:00 GMT 2 June 2025 - 13:00 BST
Results available 06 February 2025 14 August 2025
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 09 October 2024 16 April 2025
Late Closing Date 1 23 October 2024 30 April 2025
Regulation & Compliance 26 November 2024 - 14:00 GMT 3 June 2025 - 14:00 BST
Results available 06 February 2025 14 August 2025
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 09 October 2024 16 April 2025
Late Closing Date 1 23 October 2024 30 April 2025
Pension Transfers & Planning Advice 26 November 2024 - 10:00 GMT 3 June 2025 - 10:00 BST
Results available 06 February 2025 14 August 2025
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 2024  Spring 2025 
Standard Closing Date 17 July 2024 15 January 2025
Late Closing Date 31 July 2024 29 January 2025
Advanced Financial Planning 4 September 2024 - 10:00 BST 5 March 2025 - 10:00 GMT
Results available 14 November 2024 15 May 2025


Level 7 Financial Plan Case Study

February 2024
Closing Date for Registrations 15 February 2024, 17:30 GMT
Case Studies sent by CISI 22 February 2024
Financial Plans to be submitted by the candidate to the CISI by 2 May 2024, 17:30 GMT
Results available 25 July 2024

May 2024
Closing Date for Registrations 23 May 2024, 17:30 BST
Case Studies sent by CISI 30 May 2024
Financial Plans to be submitted by the candidate to the CISI by 8 August 2024, 17:30 BST
Results available 31 October 2024

August 2024
Closing Date for Registrations 15 August 2024, 17:30 BST
Case Studies sent by CISI 22 August 2024
Financial Plans to be submitted by the candidate to the CISI by 31 October 2024, 17:30 BST
Results available 6 February 2025

November 2024
Closing Date for Registrations 21 November 2024, 17:30 GMT
Case Studies sent by CISI 28 November 2024
Financial Plans to be submitted by the candidate to the CISI by 6 February 2025, 17:30 GMT
Results available 1st May 2025

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


Winter exams Summer exams
Closing Date 09 October 2024 16 April 2025
Late Closing Date 1 23 October 2024 30 April 2025
Global Operations Management2 28 November 2024 - 14:00 GMT 5 June 2025 - 14:00 BST
Results available 06 February 2025 14 August 2025
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 Pension Transfers & Planning Advice exam in the summer 2025 session. It is strongly recommended the final sitting on 3 June 2025 is for resits only and not for first time candidates. If you have any questions, please contact our Customer Support Team.