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How to schedule and reschedule CISI certification exams.

To schedule or reschedule a CISI (Chartered Institute for Securities & Investment) certification exam, you will need to follow specific steps outlined by CISI. Here is a general guide on how to schedule or reschedule an exam:

1. Scheduling a CISI Exam

• Create an Account or Log In: Visit the CISI website and create an account or log in to the candidate portal.
• Select Your Qualification: Choose the certification you wish to sit for, such as the Investment Advice Diploma, the International Certificate in Wealth and Investment Management, or other qualifications offered by CISI.
• Choose Exam Details: You will need to select the date, time, and exam center location (if applicable). CISI offers exams at various centers globally and may also provide online remote proctoring.
• Pay for the Exam: Complete the payment process using the available payment methods to secure your exam appointment.
• Receive Confirmation: Once booked, you will receive an email confirmation with your exam details.

2. Rescheduling a CISI Exam

• Log Into Your Account: Go to the CISI candidate portal where you initially registered for the exam.
• Locate Your Exam Details: Find the specific exam you want to reschedule and check if it’s within the allowable time frame for rescheduling.
• Review Policies: CISI typically allows rescheduling with a fee and may require that the request be made at least a certain number of days in advance (usually 5-10 business days).
• Reschedule Your Exam: Choose a new date and time that suits you from the available options and confirm your choice.
• Payment for Rescheduling: You may need to pay a rescheduling fee, depending on CISI’s policy and how far in advance you reschedule.
• Confirmation: After rescheduling, you will receive a new confirmation email with the updated details.

3. Important Notes and Tips

• Check the Rescheduling Deadline: Ensure that you are within the rescheduling window to avoid penalties or forfeiting your exam fees.
• Documentation and Support: If you need assistance or have special requests, CISI’s support team can be contacted through their website or by phone. Make sure to check their support or FAQ section for any specific guidance.
• Cancellation: Be aware that some exam centers might have a cancellation policy that differs from rescheduling. This may include forfeiting the exam fee if you cancel too close to the exam date.
• Remote Proctoring: If you opt for an online proctored exam, ensure that you have the required technology and a suitable environment for the online exam.

For detailed and specific instructions, it’s best to refer to CISI’s official website or contact their customer service directly.

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