To apply for a fund practitioner qualification certificate, you need to pass all subject examinations, and the passing score for a single subject examination is 60 points. Individuals do not have the authority to apply and need to apply through their financial institution. So how do you get the Fund Practitioner Qualification Certificate? How long is the result valid for? Let’s find out together!

How do you get the Fund Practitioner Qualification Certificate?

According to the China Securities Investment Fund The association stipulates that candidates must pass all subjects of the Fund Practitioner Qualification Examination, with a passing score of 60 points in a single subject, before they can apply for a Fund Practitioner Qualification Certificate. So how to apply for a certificate?

Individuals do not have the authority to apply for a fund qualification certificate. They need to apply for it through their financial institution. The financial institution where you work must be a member unit that cooperates with the Securities Fund Association of China.

The following institutions can apply:

1. Public fund management companies

2. Securities companies

3. Private fund management institutions

4. Commercial banks

5. Futures companies

6. Insurance companies

7. Securities investment consulting institutions

8. Independent fund sales agency

9. Other institutions recognized by the China Securities Regulatory Commission

So how to apply for a certificate?

1. Institutional side< /p>

The institution applies for a practitioner management system account from the Fund Industry Association - the institutional qualification administrator applies for registered fund practitioner qualifications for practitioners through the management platform

2. Individual side

< p>Individual submission of registration application → institutional review → internal publicity → institutional submission → association acceptance → external publicity → finally obtain the certificate

How to get the certificate?

The fund practitioner qualification certificate is issued by the candidate’s location Units need to apply in a unified manner, and the association will send them to the unit where they are located. Candidates can collect them at their unit.

How long are the results of the Fund Practitioner Qualification Examination valid for?

The single subject score of the Fund Practitioner Qualification Examination is valid for four years. Candidates need to pass two subjects of the Fund Practitioner Qualification Examination within four years. exam.

After candidates pass all subjects, they can apply to the Fund Industry Association for registered fund practitioner qualifications through their institution.

Note: If the candidate has not applied for fund practitioner qualification registration through the institution for more than four years, he or she needs to make up the prescribed follow-up training hours in the last two years or retake the practitioner qualification examination before registration.