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.
Certificate in Private Client Investment Advice and Management
|
Summer exams |
Winter exams |
| Closing Date 1 |
15 April 2026 |
07 October 2026 |
| Late Closing Date 2 |
29 April 2026 |
21 October 2026 |
|
Private Client Investment Advice and Management
|
3 June 2026 - 10:00 BST |
25 November 2026 - 09:00 GMT |
| Results available |
13 August 2026 |
04 February 2027 |
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.
2 If an examination application is received after the late closing date, an additional late booking
fee of £100 will be charged along with the examination fee, and will be subject to availability in
accommodating the late request.
Chartered Wealth Manager Qualification
|
Summer exams |
Winter exams |
| Closing Date 1 |
15 April 2026 |
07 October 2026 |
| Late Closing Date 2 |
29 April 2026 |
21 October 2026 |
| Financial Markets (unit 1) |
3 June 2026 - 14:00 BST |
25 November 2026 - 14:00 GMT |
| Portfolio Construction Theory (unit 2) |
4 June 2026 - 10:00 BST |
26 November 2026 - 09:00 GMT |
| Applied Wealth Management (unit 3) |
4 June 2026 - 14:00 BST |
26 November 2026 - 14:00 GMT |
| Results available |
13 August 2026 |
04 February 2027 |
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.
2 If an examination application is received after the late closing date, an additional late booking
fee of £100 will be charged along with the examination fee, and will be subject to availability in
accommodating the late request.
Diploma in Capital Markets
|
Summer exams |
| Closing Date 1 |
15 April 2026 |
| Late Closing Date 2 |
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.
2 If an examination application is received after the late closing date, an additional late booking
fee of £100 will be charged along with the examination fee, and will be subject to availability in
accommodating the late request.
CISI/ICAEW Diploma in Corporate Finance
|
Summer exams |
Winter exams |
| Closing Date 1 |
15 April 2026 |
07 October 2026 |
| Late Closing Date 2 |
29 April 2026 |
21 October 2026 |
| Corporate Finance Strategy & Advice |
2 June 2026 - 09:00 BST |
26 November 2026 - 09:00 GMT |
| Results available |
13 August 2026 |
04 February 2027 |
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.
2 If an examination application is received after the late closing date, an additional late booking
fee of £100 will be charged along with the examination fee, and will be subject to availability in
accommodating the late request.
Diploma in Investment Compliance
|
Summer exams |
Winter exams |
| Closing Date 1 |
15 April 2026 |
07 October 2026 |
| Late Closing Date 2 |
29 April 2026 |
21 October 2026 |
| Regulation & Compliance |
2 June 2026 - 14:00 BST |
25 November 2026 - 09:00 GMT |
| Results available |
13 August 2026 |
04 February 2027 |
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.
2 If an examination application is received after the late closing date, an additional late booking
fee of £100 will be charged along with the examination fee, and will be subject to availability in
accommodating the late request.
Diploma in Advanced Financial Planning
The September 2026 sitting of Advanced Financial Planning will be available only by Remote Invigilation. This is part of our work to move all our assessments on-screen. If you have any questions or would like to book your exam, please contact us at customersupport@cisi.org or call us on +44 20 7645 0777.
Level 6 Certificate in Advanced Financial Planning
|
Spring 2026
|
Autumn 2026
|
| Standard Closing Date 1 |
14 January 2026 |
15 July 2026 |
| Late Closing Date 2 |
28 January 2026 |
29 July 2026 |
| Advanced Financial Planning |
4 March 2026 - 14:00 GMT |
2 September 2026 - 09:00 BST |
| Results available |
14 May 2026 |
12 November 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.
2 If an examination application is received after the late closing date, an additional late booking
fee of £100 will be charged along with the examination fee, and will be subject to availability in
accommodating the late request.
Level 7 Financial Plan Case Study
| 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 |
| February 2026 |
|
| Closing Date for Registrations |
19 February 2026, 17:30 GMT |
| Case Studies sent by CISI |
26 February 2026 |
| Financial Plans to be submitted by the candidate to the CISI by |
7th May 2026, 17:30 GMT |
| Results available |
30 July 2026 |
| May 2026 |
|
| Closing Date for Registrations |
21 May 2026, 17:30 GMT |
| Case Studies sent by CISI |
28 May 2026 |
| Financial Plans to be submitted by the candidate to the CISI by |
6 August 2026, 17:30 GMT |
| Results available |
29 October 2026 |
| August 2026 |
|
| Closing Date for Registrations |
13th August 2026, 17:30 GMT |
| Case Studies sent by CISI |
20th August 2026 |
| Financial Plans to be submitted by the candidate to the CISI by |
29th October 2026, 17:30 GMT |
| Results available |
4th February 2027 |
Diploma in Investment Operations
We are withdrawing our Global Operations Management exam after the Winter 2026 session. It is strongly recommended the final sitting on 26 November 2026 is for resits only and not for first time candidates. If you have any questions, please contact our Customer Support Team.
|
Summer exams |
Winter exams |
| Closing Date 1 |
15 April 2026 |
07 October 2026 |
| Late Closing Date 2 |
29 April 2026 |
21 October 2026 |
|
Global Operations Management2
|
2 June 2026 - 10:00 BST |
26 November 2026 - 14:00 GMT |
| Results available |
13 August 2026 |
04 February 2027 |
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.
2 If an examination application is received after the late closing date, an additional late booking
fee of £100 will be charged along with the examination fee, and will be subject to availability in
accommodating the late request.
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.