RQF AI Financial Planning Qualification

Friday, 13 February 2026 12:23:02

International Students can apply

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RQF AI Financial Planning Qualification

Overview

RQF AI Financial Planning Qualification

Designed for financial professionals, this qualification focuses on integrating artificial intelligence (AI) into financial planning processes. It equips learners with the skills to leverage AI technologies for more efficient and accurate financial decision-making. Ideal for advisors, analysts, and planners looking to stay ahead in a rapidly evolving industry. Gain a competitive edge and enhance your expertise in financial planning with this cutting-edge qualification.


Ready to future-proof your career? Explore the RQF AI Financial Planning Qualification today!

Embark on a transformative journey with the RQF AI Financial Planning Qualification, designed to equip you with cutting-edge skills in artificial intelligence and financial planning. This innovative course offers a unique blend of AI technology and traditional financial expertise, setting you apart in the competitive finance industry. Gain hands-on experience in utilizing machine learning algorithms to optimize financial strategies and enhance decision-making processes. Elevate your career prospects with this highly sought-after qualification, opening doors to lucrative opportunities in financial analysis, wealth management, and risk assessment. Don't miss out on this chance to future-proof your career and become a leader in the digital finance landscape. (14)

Entry requirements




International Students can apply

Joining our world will be life-changing with a student body representing over 157 nationalities.

LSIB is truly an international institution with history of welcoming students from around the world. With us, you're not just a student, you're a member.

Course Content

• Financial Planning: Principles and Practice
• Taxation and Trusts
• Investment Principles and Risk
• Pension Planning
• Financial Protection
• Estate Planning
• Personal Taxation
• Business Financial Planning
• Regulation and Ethics in Financial Planning
• Client Relationship Management

Assessment

The assessment is done via submission of assignment. There are no written exams.

Fee and Payment Plans

30 to 40% Cheaper than most Universities and Colleges

Duration

The programme is available in two duration modes:

6 months: GBP £1250
9 months: GBP £950
This programme does not have any additional costs.
The fee is payable in monthly, quarterly, half yearly instalments.
You can avail 5% discount if you pay the full fee upfront in 1 instalment

6 months - GBP £1250

9 months - GBP £950

40% Cheaper

Our course fee is up to 40% cheaper than most universities and colleges.

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Accreditation

 Awarded by an OfQual regulated awarding body

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  • 1. Complete the online enrolment form and Pay enrolment fee of GBP £10.
  • 2. Wait for our email with course start dates and fee payment plans. Your course starts once you pay the course fee.
  • Apply Now
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Got questions? Get in touch

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+44 75 2064 7455

admissions@lsib.co.uk

+44 (0) 20 3608 0144



Career path

Career Opportunity Description
AI Financial Analyst Analyze financial data using AI algorithms to provide insights and recommendations for investment decisions.
AI Wealth Manager Utilize AI tools to create personalized financial plans and manage portfolios for clients.
AI Risk Analyst Assess and mitigate financial risks by implementing AI models to predict market fluctuations.
AI Investment Advisor Offer AI-driven investment advice to clients based on their financial goals and risk tolerance.
AI Financial Planner Develop comprehensive financial plans using AI technology to optimize clients' financial well-being.

Key facts about RQF AI Financial Planning Qualification

The RQF AI Financial Planning Qualification is designed to equip individuals with the knowledge and skills needed to excel in the field of financial planning. The course covers a range of topics, including artificial intelligence, machine learning, and data analytics, to enhance decision-making processes in financial planning.
Participants can expect to develop a deep understanding of how AI technologies can be leveraged to optimize financial strategies and improve client outcomes. By the end of the program, learners will be proficient in utilizing AI tools to analyze data, predict trends, and make informed recommendations for their clients.
The duration of the RQF AI Financial Planning Qualification varies depending on the institution offering the course. However, most programs can be completed within a few months, making it a convenient option for busy professionals looking to upskill in the rapidly evolving financial industry.
This qualification is highly relevant to professionals working in the financial planning sector, as AI technologies continue to transform the way financial services are delivered. By obtaining this certification, individuals can stay ahead of the curve and position themselves as experts in the field of AI-driven financial planning, enhancing their career prospects and credibility within the industry.

Why this course?

The RQF AI Financial Planning Qualification holds immense significance in today's market, especially in the UK where the demand for skilled financial professionals is on the rise. According to recent statistics, the financial services sector in the UK contributes over £132 billion to the economy annually and employs over 1.1 million people. With the increasing complexity of financial products and services, there is a growing need for professionals who possess advanced knowledge in artificial intelligence and financial planning. The RQF AI Financial Planning Qualification equips individuals with the necessary skills to navigate this evolving landscape, making them highly sought after in the job market. In fact, research shows that professionals with AI and financial planning expertise earn on average 20% more than their counterparts without such qualifications. This highlights the value that employers place on individuals who can leverage AI technologies to enhance financial decision-making processes. By obtaining the RQF AI Financial Planning Qualification, learners not only enhance their career prospects but also contribute to the overall growth and innovation within the financial services industry. As AI continues to revolutionize the way financial services are delivered, professionals with this qualification will be at the forefront of driving industry trends and meeting the evolving needs of clients.

Who should enrol in RQF AI Financial Planning Qualification?

The ideal audience for the RQF AI Financial Planning Qualification is individuals looking to advance their career in the financial services industry.
This qualification is perfect for financial advisors, investment managers, and wealth managers seeking to enhance their knowledge and skills in artificial intelligence (AI) financial planning.
With the financial services sector in the UK growing rapidly, there is a high demand for professionals with expertise in AI financial planning.
By obtaining this qualification, learners can position themselves as leaders in the industry and increase their earning potential.