After passing the examination of relevant subjects organized by China Asset Management Association, you can apply to China Asset Management Association for fund qualification registration within four years. Those who have not applied for fund qualification registration through institutions for more than four years need to complete the follow-up training hours specified in the last two years or re-take the qualification examination before registration.

Candidates who have passed the examination of two courses in fund business can apply for the qualification of registered fund business with the proof of the results of two courses in fund business, and the institution will apply for the qualification of registered fund business for qualified fund employees.

Institutions that can apply for fund qualification include fund managers, commercial banks (including foreign-funded corporate banks in China), securities companies, futures companies, insurance institutions, securities investment consulting institutions, independent fund sales institutions and other institutions recognized by China Securities Regulatory Commission.

Registration conditions for the national unified examination of extended information:

The personnel of the qualification examination for fund practice are mainly those who are engaged in fund sales within the fund management company or who want to engage in this profession. The registration conditions are:

(1) Deadline for registration 18 years old;

(2) Having a high school education or above;

(3) Having full capacity for civil conduct;

(4) Other conditions stipulated by the China Securities Regulatory Commission.

Registration conditions for the weekly exam:

(1) Having full capacity for civil conduct;

(2) Having a high school education or above;

(3) The current/to-be-appointed senior managers of Public Offering of Fund manager and private equity fund manager, including legal representative/managing partner (to-be-appointed representative), chairman, general manager, deputy general manager, person in charge of institutional compliance/risk control/inspector general, etc. Fund custodian, manager of public offering business of fund sales organization, etc. ;

(4) Other conditions stipulated by the China Securities Regulatory Commission.

In general, you can apply for the first three items. Fourth, abide by the management measures for employees promulgated by the CSRC and abide by some rules and regulations.

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