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 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 - 10:00 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.


Summer exams Winter exams
Closing Date 1 15 April 2026 07 October 2026
Late Closing Date 2 29 April 2026 21 October 20256
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 - 10:00 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.


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 23 November 2026 - 13:00 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.


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 24 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.

Level 6 Certificate in Advanced Financial Planning


 Spring 2026 
Standard Closing Date 1 14 January 2026
Late Closing Date 2 28 January 2026
Advanced Financial Planning 4 March 2026 - 14:00 GMT
Results available 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.
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


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 - 10:00 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.

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.