CISI Workbook Editions Chart – December 2024

Just Level 2 Award

SYLLABUS CURRENT FIRST FINAL NEXT NEXT FIRST FINAL

TITLE
VERSION EDITION EXAM EXAM SYLLABUS EDITION EXAM EXAM
Fundamentals of Financial Ed 6 Ed 7
6.0 1 Aug 23 31 Jul 26 7.0 1 Aug 26 31 Jul 28
Services May 23 May 26
Fundamentals of Financial Ed 6 Ed 6
6.0 1 Dec 23 30 Nov 26 7.0 1 Dec 26 30 Nov 28
Services (Arabic) (PDF only) Sept 23 Sept 26
Fundamentals of Financial Ed 4 Ed 5
4.0 11 Feb 24 10 Feb 27 5.0 11 Feb 27 10 Feb 29
Services (French) (PDF only) Nov 23 Nov 26

Combined Level 3 Programmes

These titles can be taken as a stand-alone qualification or part of the Investment Operations Certificate (IOC) or Capital Markets and Certificate
qualification pathway.

SYLLABUS CURRENT FIRST FINAL NEXT NEXT FIRST FINAL

TITLE
VERSION EDITION EXAM EXAM SYLLABUS EDITION EXAM EXAM
Ed 10 Ed 11
Combating Financial Crime 10.0 11 Jan 24 10 Jan 25 11.0 11 Jan 25 10 Jan 26
Oct 23 Oct 24
Ed 11 Ed 12
Global Financial Compliance 11.0 1 Oct 24 30 Sept 26 12.0 1 Oct 26 30 Sept 28
July 24 July 26
Global Financial Compliance Ed3 Ed4
3.0 1 Feb 23 31 Jan 25 4.0 1 Feb 25 31 Jan 27
(Arabic) (Level 3) Nov 22 Nov 24
Ed 11 Ed 12
Risk in Financial Services 11.0 11 Aug 24 10 Aug 26 12.0 11 Aug 26 10 Aug 28
May 24 May 26
Ed 31 Ed 32
UK Financial Regulation 31.0 1 Apr 24 31 Mar 25 32.0 1 Apr 25 31 Mar 26
Jan 24 Jan 25

Certificate in Wealth & Investment Management (Level 3)

SYLLABUS CURRENT FIRST FINAL NEXT NEXT FIRST FINAL

TITLE
VERSION EDITION EXAM EXAM SYLLABUS EDITION EXAM EXAM
International Certificate in Wealth Ed 6 Ed 7
6.0 2 Mar 23 1 Mar 25 7.0 2 Mar 25 1 Mar 27
& Investment Management Dec 22 Dec 24
International Certificate in Wealth
Ed 6 Ed 7
& Investment Management 6.0 1 June 23 31 May 25 7.0 1 Jun 25 31 May 27
Mar 23 Mar 25
(Arabic) (PDF only)
International Certificate in Wealth
Ed 1 Ed2
& Investment Management 1.0 11 July 24 20 Aug 25 2.0 21 Aug 25 20 Aug 27
June 24 May 25
(French)
International Certificate in Wealth
Ed 6
& Investment Management 6.0 20 Sep 23 30 Apr 25 This title expires on 30 April 2025
Aug 23
(Mandarin)

Up to date at 19 December 2024

 CISI Workbook Editions Chart – December 2024

Investment Operations Certificate (IOC) Programme (Level 3)

SYLLABUS CURRENT FIRST FINAL NEXT NEXT FIRST FINAL

TITLE
VERSION EDITION EXAM EXAM SYLLABUS EDITION EXAM EXAM
Ed 20 Ed 21
Asset Servicing 20.0 11 Jun 24 10 Jun 25 21.0 11 Jun 25 10 Jun 26
Mar 24 Mar 25
Ed 6 Ed 7
Client Money and Assets 6.0 11 Dec 23 10 Dec 25 7.0 11 Dec 25 10 Dec 27
Sep 23 Sep 25
Collective Investment Schemes Ed18 Ed19
18.0 21 Feb 24 21 Mar 25 19.0 22 Mar 25 20 Feb 26
Administration Nov 23 Dec 24
Ed 19 Ed 20
Derivatives 23.0 11 Oct 23 10 Feb 25 24.0 11 Feb 25 10 Feb 26
July 23 Nov 24
Ed 20 Ed 21
Global Securities Operations 19.0 21 Aug 24 20 Nov 25 20.0 21 Nov 25 20 Nov 26
May 24 May 25
Introduction to Securities & Ed 40 Ed 41
24.0 1 Aug 24 31 July 25 25.0 1 Aug 25 31 July 26
Investment Apr 24 Apr 25
International Introduction to Ed 17 Ed 18
17.0 10 Sep 24 9 Sep 25 18.0 10 Sep 25 9 Sep 26
Securities & Investment Jun 24 Jun 25
International Introduction to Ed 16 Ed17
16.0 11 Jan 24 10 Jan 25 17.0 11 Jan 25 10 Jan 26
Securities & Investment (Arabic) Nov 23 Nov 24
International Introduction to Ed 1
1.0 1 Jul 24 30 Jun 25 TBC TBC TBC TBC
Securities & Investment (French) June 24
International Introduction to Ed 4 Ed 5
4.0 21 Jan 23 20 Jul 25 5.0 21 Jul 25 20 Jul 27
Securities & Investment (Kenya) Nov 22 Apr 25
Ed 25 Ed 26
Operational Risk 21.0 20 Sep 23 19 Sep 25 22.0 20 Sep 25 19 Sep 27
Jun 23 Jun 25
Platforms Wealth Management Ed 8 Ed 9
8.0 21 Nov 24 20 Nov 25 9.0 21 Nov 25 20 Nov 26
and Service Providers Aug 24 Aug 25
Technology in Investment Ed 12 Ed 13
12.0 11 May 23 10 Nov 25 13.0 11 Nov 25 10 May 26
Management Feb 23 Aug 25
Transfer Agency Administration Ed 2 Ed 3
2.0 1 Sep 24 10 Nov 25 3.0 11 Nov 25 10 Nov 26
and Oversight Jun 24 Jun 25

Capital Markets and Certificate in Corporate Finance Programmes (Level 3)

SYLLABUS CURRENT FIRST FINAL NEXT NEXT FIRST FINAL

TITLE
VERSION EDITION EXAM EXAM SYLLABUS EDITION EXAM EXAM
Ed 14 Ed 15
Corporate Finance Regulation 19.0 11 Apr 24 10 Apr 25 20.0 11 Apr 25 10 Apr 26
Jan 24 Jan 25
Corporate Finance Technical Ed 14 Ed 15
19.0 11 Apr 24 10 Apr 25 20.0 11 Apr 25 10 Apr 26
Foundations Jan 24 Jan 25
Corporate Finance Technical Ed 5 Ed 6
19.0 11 Aug 24 10 Aug 25 20.0 11 Aug 25 10 Aug 26
Foundations (Arabic) May 24 May 25
Ed 19 Ed 20
Derivatives 23.0 11 Oct 23 10 Feb 25 24.0 11 Feb 25 10 Feb 26
July 23 Nov 24
Ed 19 Ed 20
Securities 23.0 22 Mar 24 21 Mar 25 24.0 22 Mar 25 21 Mar 26
Jan 24 Dec 24
Ed 7 Ed 8
Securities Arabic (PDF only) 23.0 31 Aug 24 30 Aug 25 24.0 31 Aug 25 30 Aug 26
Jun 24 Jun 25

Up to date at 19 December 2024

 CISI Workbook Editions Chart – December 2024

Level 4
(Please note these titles are Level 4 but are not part of the Investment Advice Diploma (IAD) suite of qualifications).

SYLLABUS CURRENT FIRST FINAL NEXT NEXT FIRST FINAL

TITLE
VERSION EDITION EXAM EXAM SYLLABUS EDITION EXAM EXAM
Ed 3 Ed 4
Investment Management 3.0 11 Dec 22 19 Sep 25 4.0 20 Sep 25 19 Sep 27
Oct 22 Jun 25
International Advanced Wealth
Ed 3 Ed 4
Management (Economics and 3.0 21 Dec 23 20 Dec 25 4.0 21 Dec 25 20 Dec 27
Sep 23 Sep 25
Markets for Wealth Management)
International Advanced Wealth
Management (Economics and Ed 2
2.0 11 May 22 31 Dec 24 This title expires on 31 December 2024
Markets for Wealth Management) Feb 22
(Mandarin)
International Advanced Wealth
Ed 2 Ed 3
Management (Wealth 2.0 21 Aug 22 20 Aug 25 3.0 21 Aug 25 20 Aug 27
May 22 May 25
Management Practice)
International Advanced Wealth
Ed 2
Management (Wealth 2.0 11 May 22 30 Apr 25 This title expires on 30 April 2025
Feb 22
Management Practice) (Mandarin)
Managing Operational Risk in Ed 5 Ed 6
5.0 02 Mar 23 31 Jul 25 6.0 01 Aug 25 31 July 27
Financial Institutions Apr 22 Dec 24

Investment Advice Diploma (Level 4)

SYLLABUS CURRENT FIRST FINAL NEXT NEXT FIRST FINAL

TITLE
VERSION EDITION EXAM EXAM SYLLABUS EDITION EXAM EXAM
Ed 14 Ed 15
Derivatives 14.0 31 Dec 23 30 Dec 24 15.0 31 Dec 24 30 Dec 25
Oct 23 Sep 24
Ed 8 Ed 9
Financial Planning and Advice 8.0 1 Oct 24 30 Sep 25 9.0 1 Oct 25 30 Sep 26
Jul 24 Jul 24
Ed 15 Ed 16
Investment, Risk & Taxation 15.0 31 Oct 24 30 Oct 25 16.0 31 Oct 25 30 Oct 26
Jul 24 Jul 25
Ed 15 Ed 16
Securities 15.0 31 Dec 24 30 Dec 25 16.0 31 Dec 25 30 Dec 26
Oct 24 Sep 25
UK Regulation and Professional Ed 16 Ed 17
16.0 12 Mar 24 11 Mar 25 17.0 12 Mar 25 11 Mar 26
Integrity Dec 23 Dec 24

Le
Capital Markets and Diploma in Corporate Finance Programmes
(please note these titles are a part of the Corporate Finance Diploma suite of qualifications)

SYLLABUS CURRENT FIRST FINAL NEXT NEXT FIRST FINAL

TITLE
VERSION EDITION EXAM EXAM SYLLABUS EDITION EXAM EXAM
Financial Reporting and Financial Ed 1 Ed 2
1.0 11 Jul 24 11 Mar 26 2.0 12 Mar 26 11 Mar 28
Statements Analysis (Level 3) May 24 Dec 25
Sources of Finance, Capital
Ed 1 Ed 2
Investments and Valuations 1.0 11 Jul 24 10 May 26 2.0 11 May 26 10 May 28
May 24 Feb 26
(Level 4)
Mergers & Acquisitions and Ed 1 Ed 2
1.0 11 Jul 24 10 Jul 25 2.0 11 July 25 10 July 26
Market Regulations Jun 24 Apr 25

Up to date at 19 December 2024

 CISI Workbook Editions Chart – December 2024

Level 6 and Level 7

SYLLABUS CURRENT FIRST FINAL NEXT NEXT FIRST FINAL

TITLE
VERSION EDITION EXAM EXAM SYLLABUS EDITION EXAM EXAM
Ed 5 Ed 5
Advanced Financial Planning 5.0 4 Sep 24 5 Mar 25 6.0 4 Sep 25 5 Mar 26
Mar 24 Mar 25
Corporate Finance Strategy and Ed 3 Ed 4
Advice 11.0 25 Nov 24 2 June 25 12.0 24 Nov 25 TBC
Jun 24 Jun 25
Ed 10 Ed 11
Global Operations Management 10.0 28 Nov 24 3 Jun 25 11.0 28 Nov 25 5 Jun 26
Jun 24 May 25
Pensions Transfer and Planning Ed 7 This title expires on 3 June 2025
8.0 26 Nov 24 3 Jun 25
Advice May 24
Private Client Investment Advice & Ed 11
11.0 4 Jun 25 26 Nov 25 TBC TBC TBC TBC
Management Dec 24
Ed 11 Ed12
Regulation & Compliance 11.0 26 Nov 24 4 Jun 25 12.0 25 Nov 25 TBC
May 24 May 25

Chartered Wealth Management Programme (Level 7)

SYLLABUS CURRENT FIRST FINAL NEXT NEXT FIRST FINAL

TITLE
VERSION EDITION EXAM EXAM SYLLABUS EDITION EXAM EXAM
Ed 11 Ed 12
Applied Wealth Management 10.0 6 Jun 24 28 Nov 24 11.0 5 Jun 25 27 Nov 25
Dec 23 Dec 24
Ed 11 Ed 12
Financial Markets 12.0 5 June 24 27 Nov 24 13.0 4 June 25 26 Nov 25
Dec 23 Dec 24
Ed 11 Ed 12
Portfolio Construction Theory 11.0 6 Jun 24 28 Nov 24 12.0 5 Jun 25 27 Nov 25
Dec 23 Dec 24

Country Specific Workbook Titles

SYLLABUS CURRENT FIRST FINAL NEXT NEXT FIRST FINAL

TITLE
VERSION EDITION EXAM EXAM SYLLABUS EDITION EXAM EXAM
Islamic Finance Qualification Ed 10
10.0 01 Jun 22 30 Jun 25 TBC TBC TBC TBC
(IFQ) English Mar 22
Islamic Finance Qualification Ed 7
10.0 20 Sep 22 30 Jun 25 TBC TBC TBC TBC
(IFQ) Arabic Jul 22
Kuwait Capital Markets Authority Ed 2
2.0 11 Dec 24 12 Dec 26 TBC TBC TBC TBC
Rules and Regulations (PDF only) Dec 24
Kuwait Capital Markets Authority
Ed 2
Rules and Regulations (Arabic) 2.0 11 Dec 24 12 Dec 26 TBC TBC TBC TBC
Dec 24
(PDF only)
Qatar Financial Centre Rules and Ed 6
6.0 1 Apr 20 20 Feb 25 TBC TBC TBC TBC
Regulations (PDF only) Jan 20
Qatar Financial Markets Authority Ed 1
1.0 1 Feb 13 31 May 25 TBC TBC TBC TBC
Regulations (PDF only) Jan 13
Qatar Financial Markets Authority Ed 1
1.0 1 Feb 13 31 May 25 TBC TBC TBC TBC
Regulations (Arabic) (PDF only) Jan 13
Regulations and Market Practice Ed 3 Ed 4
3.0 22 Mar 22 30 Aug 25 4.0 31 Aug 25 30 Aug 28
(Kenya) Jan 22 May 25
UAE Financial Rules and Ed 4 Ed 5
4.0 10 Sep 23 30 Nov 25 5.0 1 Dec 25 30 Nov 26
Regulations (PDF only) June 23 Sep 25
UAE Financial Rules and Ed 4
4.0 10 Sep 23 20 May 25 TBC TBC TBC TBC
Regulations (Arabic) (PDF only) June 23

PDF only titles: please note these workbooks are only available to candidates booking a corresponding exam.

Up to date at 19 December 2024