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What certificate do I need to take to engage in financial-related industries?
Securities, funds, futures and banking qualification certificates are all entry certificates for various industries, which are relatively easy to test. As for which test is better, there is no absolute answer, which is related to your career planning direction, that is, what kind of financial institution you want to go to in the future.

I. Securities qualification certificate

How long does it take to review the securities qualification examination? How difficult is it?

This certificate is the standard for entering the securities industry. At present, the securities industry is developing rapidly, and the industry system clearly stipulates that professionals engaged in securities business must hold this certificate in securities companies, fund management companies, fund custody institutions, fund sales institutions, securities investment consulting institutions, securities credit evaluation institutions and other institutions engaged in securities business recognized by China Securities Regulatory Commission. In fact, even for personal financial needs, it is very necessary to take such a certificate, because the process of preparing for the exam is the process of learning securities knowledge.

Ii. qualification certificate for fund practice

This is a professional qualification certificate that fund practitioners must have. If you want to be a fund manager, or work as a manager, salesperson or marketer in commercial banks, securities companies, futures companies, insurance institutions, securities investment consulting institutions, independent fund sales institutions and other institutions recognized by the China Securities Regulatory Commission, you can't work without this certificate. And now, having a certain number of business personnel with fund qualification is one of the conditions for establishing a fund management company, so the fund qualification examination has become more and more popular recently.

Three. Futures qualification certificate

First of all, what is futures? You may have heard of "existing houses" and "faster houses". Existing homes are paid in one hand and delivered in the other; It will take some time for the auction house to settle down. On the other hand, futures is a forward contract of a commodity, which promises to buy or sell a certain number of "commodities" in the future. Such "commodities" can be physical commodities such as soybeans and copper, or financial products such as stock indexes and foreign exchange. But this kind of contract can be changed hands at any time, and it is not necessary to make "physical" delivery as promised. If you plan to engage in trading, settlement, delivery, finance, inspection and other businesses in the future, or be responsible for customer development, commission, settlement, compliance audit in a futures brokerage company, or engage in futures investment analysis and consulting in other futures-related institutions, then you should consider taking this certificate into your pocket.

Iv. bank qualification certificate

Just look at the name. This is the first threshold for you to work in a bank. The importance is self-evident. A banker must have a certificate. This is just the minimum requirement. If you want to develop in a bank, you have to take some other certificates with higher gold content, such as AFP and CFP. Students who plan to work in a bank may wish to start with this certificate. Moreover, the examination subjects of this qualification certificate include personal finance, risk management, personal loan and corporate credit. You can choose any one of them to apply for the exam. These subjects basically cover the business scope of the banking industry, which can give you a more professional preliminary understanding of the banking industry.

Suggestions for financial certificate preparation: It is recommended to use the nail question bank APP for preparation.

For more exam information, you can pay attention to the nail question bank. I hope you can pass the exam.