To engage in futures financing, you need to obtain certificates such as futures qualification certificate, gold investment analyst certificate, foreign exchange analyst certificate, securities qualification certificate, financial planner certificate, banking qualification certificate and insurance qualification certificate.

When handling these certificates, you can register on the official website of the local human resources and social security bureau.

If you are a financial planner, you need to find a financial planner. However, the application conditions for financial planners are relatively strict at present. To apply for the lowest-level assistant financial planner (national vocational qualification level 3), you need to meet one of the following conditions, and you need two certificates of relevant working years issued by the unit (both of which need to be stamped with the personnel seal of the unit).

(1) has been engaged in his own work for more than 6 years.

② College degree or above in finance related major. Related majors refer to economics, management and law.

(3) graduated from non-financial related majors and engaged in financial related work for more than one year.