Examination Regulations for the Expert in AI and Finance

Examination Regulations of the European Institute of Quantitative Finance for the Expert in AI and Finance

As of September 2026 (applies in conjunction with the Terms and Conditions)

All official, status, functional, and professional titles appearing in the masculine form in these Examination Regulations are not limited to the masculine form and apply equally to women and people of diverse genders, for example. Thus, these titles may also be used in the corresponding feminine or diverse forms, for example.

(1) The title “Expert in AI and Finance” is conferred by the European Institute of Quantitative Finance.

(2) The requirements for this title are the successful completion of all Expert in AI and Finance exams. We have divided the path to becoming an Expert in AI and Finance into three steps. Upon successful completion of Step 1, the candidate receives the title “Expert in AI and Finance – Step 1.” Upon successful completion of Step 2, the candidate receives the title “Expert in AI and Finance – Step 2.” Upon successful completion of Step 3, the candidate receives the title “Expert in AI and Finance”—without any additional designation.

(3) Individuals who have passed all exams will be awarded the Expert in AI and Finance certificate. Upon receiving the certificate, they are authorized to use the title “Expert in AI and Finance.”

(1) The Examination Committee of the Expert in AI and Finance program is responsible for organizing the examinations and performing the tasks assigned by these examination regulations.

(2) The term “Examination Committee” is used as a synonym for the term “Examination Board.”

(3) The Examination Committee consists of the two directors of the European Institute of Quantitative Finance.

(4) The Examination Committee ensures that the provisions of the examination regulations are observed and makes recommendations for reforming the examination content and the examination regulations. The members of the Examination Committee have the right to attend examinations.

(5) The Examination Committee has a quorum when all members of the Examination Committee are present. The decisions of the Examination Committee are made by a majority vote of the directors present. In the event of a tie, the motion is deemed rejected.

  1. The examinee must have paid the fees listed in §4 of the General Terms and Conditions of the Expert in AI and Finance to the EIQF.
  2. There are no further eligibility requirements.

(a) The examination performance is evaluated by the Examination Board.

(b) Upon passing the Expert in AI and Finance exam, the examinee will receive a certificate authorizing the use of the title “Expert in AI and Finance” in English.

(c) If the examinee attempts to influence the exam result through deception, the exam in question will be graded as “failed.”

(d) A passed exam cannot be retaken.

(e) An exam is considered “unsatisfactory” if the examinee fails to appear for an exam date without a valid reason or if the examinee withdraws during or after the start of the exam without a valid reason. The same applies if a written exam is not completed within the allotted time.

(f) A candidate who disrupts the proper conduct of the exam may be barred from continuing the exam by the exam administrator or proctor. In this case, the exam in question will be graded as “failed.”

Effective: September 2026

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