Certified AI Financial Planner
The leading certification for professionals mastering AI-driven financial planning and intelligent fiscal strategy methodologies.
Investment in Your Future
Early Bird Pricing
- Complete 12-week program
- Online sessions
- Hands-on case studies
- AIFP certification
- 1-year access to materials
- 1-year post-certification support
Ready to Transform Financial Planning with AI?
Enroll today and become a certified AIFP professional—where finance meets artificial intelligence.

About AIFP Certification
Certified AI Financial Planner
The AIFP certification represents the gold standard of expertise in integrating artificial intelligence with financial planning systems. Developed by IFFSA, this program merges professional financial planning frameworks with advanced AI decision-making tools to redefine modern financial planning.
AI-Integrated Expertise
Combine professional financial planning knowledge with cutting-edge AI technology to achieve more accurate and efficient financial analysis and decision-making.
Global Recognition
The certification is recognized internationally, providing certified individuals with broader career development space in the global financial market.
Practical-Oriented Training
The curriculum focuses on practical application, with a large number of real cases and hands-on projects to enhance learners' ability to solve actual financial planning problems.
Industry-Driven Updates
The certification content is regularly updated according to the latest developments in the financial industry and AI technology to ensure that certified individuals always master the most cutting-edge knowledge and skills.
AIFP Certification Impact
Why Choose AIFP Certification
Join a global network of financial planners equipped to lead intelligent financial planning in the AI era.
High Demand in the Job Market
With the integration of AI and the financial industry, there is an increasing demand for professionals who master both financial planning and AI technology. Holding this certification can make you stand out in the job market.
Improve Professional Competence
The systematic training and learning can comprehensively improve your financial planning ability, AI application ability, and risk control ability, making you more competitive in the workplace.
Expand Career Development Channels
This certification is recognized globally, which can help you expand your career development channels, whether it is to work in international financial institutions or carry out financial planning business globally.
Increase Earning Potential
Professionals with both financial planning expertise and AI skills are usually paid higher salaries in the market. Obtaining this certification can effectively increase your earning potential.
AIFP Certification Courses
A comprehensive curriculum designed to transform you into an AI-powered financial planning expert.
1. Foundation Module
Core principles of financial planning, AI basics in finance, and financial regulatory frameworks.
- Financial Planning Fundamentals
- Introduction to AI & Machine Learning in Finance
- Financial Markets & Regulations
- Data Governance in Financial Sector
2. Technical Module
Advanced training on AI tools for financial analysis and planning optimization.
- Predictive Analytics for Financial Trends
- AI-Driven Risk Assessment in Finance
- Intelligent Asset Allocation Systems
- Automation of Financial Planning Processes
3. Practical Module
Hands-on application through real-world financial projects and case simulations.
- Industry-Specific AI Financial Planning Case Studies
- End-to-End Financial Planning Projects
- Stakeholder Communication for AI-based Financial Initiatives
- Ethical Implementation of AI in Financial Planning
4. Certification Module
Final preparation for assessment and financial professional development road-map.
- Exam Strategy & Preparation
- Professional Ethics in AI-Driven Finance
- Continuous Learning Pathways in Financial AI
- AIFP Community Integration
AIFP Certificate
Upon successful completion of all requirements, you'll receive an official AIFP certification recognized worldwide.
Certification Maintenance
To maintain your AIFP certification, you must complete 20 hours of Continuing Professional Education (CPE) every two years.
- 10 hours of AI-related financial planning CPE
- 10 hours of professional ethics in AI for finance CPE

Certificate Sample
How to Get Your AIFP Certification
Our streamlined process ensures you gain practical expertise while earning your credential.
Registration
Register an account with the IFFSA Association. Complete your profile and submit required documentation.
Course Completion
Successfully complete coursework with videos and read PDFs at your pace to prepare for the certification exam.
Final Assessment
Pass the comprehensive AIFP examination covering all aspects of AI-integrated financial planning.
Certification Award
After the association's review and approval, download your official AIFP e-certificate.
Exam Information
Everything you need to know about the AIFP Certification test
Exam Topics
- Financial Planning Fundamentals
- AI Applications in Finance
- Financial Market Regulations
- Risk Assessment in Financial Planning
- Ethical AI Use in Finance
Test Formats
- 30 multiple-choice questions
- 150-minute time limit
- Minimum passing score: 70%
- Retake option available for $19.9 after initial attempt
Certification Feedback
Our Certified AI Financial Planners have outstanding proficiency in AI-enabled financial strategies and verified experience in driving financial innovation.
Zhang Wei
China
"Financial markets are highly volatile. The AI-driven risk assessment models from the AIFP program helped our investment firm reduce portfolio risk by 35% and improve returns by 20%. Now I lead the AI investment team, and clients praise our precision. This certification is the key to my success in China's dynamic financial sector."
Emma Johnson
USA
"Managing corporate finances across multiple currencies is tough. The AI-based financial planning tools I learned in the AIFP program let us automate currency hedging, saving 15% on forex costs. I'm now the global finance manager, and this cert made me stand out in the US finance industry."