The Certificate in AI for Finance is Equalifi’s exam-based qualification for finance professionals who want to understand, use and oversee artificial intelligence. It recognises a sound understanding of how AI works, where it creates value across financial services, and how to adopt it responsibly within India’s regulatory framework.
The Certificate covers the foundations of AI, data for AI, tools and platforms, machine learning, deep learning, reinforcement learning, natural language processing, large language models and generative AI, prompt design and AI productivity, retrieval-augmented generation, AI agents and intelligent automation, and the application of AI in banking and lending, investment management and trading, wealth management, insurance, risk and compliance, corporate finance and FP&A, and operations and customer experience. It also covers model risk and explainability, responsible AI, AI regulation and governance in India and globally, AI security and privacy, AI strategy and leadership, and emerging trends.
The Certificate is designed for finance professionals rather than only technologists. It builds the knowledge needed to identify AI use cases, work effectively with AI tools and technical teams, evaluate AI outputs and vendors, and manage the risks that come with AI.
The Certificate is assessed through a single MCQ examination, with knowledge, application and case-based questions drawn from real financial-services situations.
Who should take the exam?
Bankers, investment and wealth professionals, insurance professionals, risk, compliance and audit teams, finance controllers and FP&A professionals, operations and product teams, fintech professionals, consultants, and senior leaders responsible for AI adoption in financial institutions.
Important
The Certificate in AI for Finance is an educational qualification awarded by Equalifi. It does not constitute a regulatory licence or authorisation to provide investment advice or other regulated financial services.
Exam details
Equalifi offers the examination through an external, remote-proctored platform. Once registration and payment are confirmed, candidates receive an exam link by email. Candidates may schedule and take the exam within one year of registration, subject to the platform’s requirements.
Candidates need a reliable internet connection and a computer with a working camera. Please read the technical and exam-day instructions before starting the exam.
| Sr. No. | Name of Module | Type of Questions | Test Duration | No. of Questions | Passing Criteria | Negative Marking |
|---|---|---|---|---|---|---|
| 1 | Certificate in AI for Finance | MCQ | 2 hours | 100 | 60% | 20% per incorrect answer |
Validity
The Certificate in AI for Finance does not expire.
Candidate audit
Equalifi randomly audits a percentage of applications on a regular basis. Candidates are responsible for providing the requested supporting documentation to verify the education and professional background stated in their registration form. Equalifi does not contact employers or educational institutions to obtain verification documents on a candidate’s behalf.
Candidates selected for audit will be notified by email and will have 10 business days to respond. They must meet the audit requirements before receiving the certificate.
Failure to comply with the audit, falsification or misrepresentation of information, or any unprofessional conduct will result in denial or cancellation of the registration and/or revocation of the certificate, and all fees will be forfeited. A candidate who does not comply with an audit will also be subject to audit when reapplying in future.
Fee details
Exam fee: INR 2,360
Fee is inclusive of GST. The exam fee applies to each attempt.
Access Pass benefits
Fee waiver: Equalifi Chartered, Professional and Virtual Pass holders receive a 50% waiver on the exam fee.
Learn more about the Equalifi Access Pass.
Exam preparation: For stronger exam readiness, candidates are encouraged to attend Equalifi’s executive education programmes and masterclasses on AI in financial services. Access Pass holders receive a 10% to 50% fee waiver based on their pass category.