Nowadays, the fund practitioner qualification certificate has become a must-have "pass" for everyone to enter the fund industry. In recent years, more and more people have applied for the fund industry qualification certificate. In addition to being a "stepping stone" to enter the industry, funds What other uses does the professional qualification certificate have? Let’s take a look.
Can the Fund Practitioner Qualification Certificate be affiliated?
Regarding the affiliation of the Fund Practitioner Qualification Certificate, we must first pay attention to choosing a formal one, and also ensure that it is qualified and authoritative. , Affiliate with companies that have high credibility and have not been involved in any illegal activities, otherwise it will cause more trouble for you.
As for the affiliation of fund professional qualification certificates, in fact, the government and other relevant departments do not encourage everyone to do so. In recent years, with the proliferation of certificate affiliations, relevant departments have explicitly prohibited this behavior. And it is illegal to affiliate the certificate. Generally speaking, it is not recommended that you affiliate the fund qualification certificate to reduce unnecessary losses.
What is the use of obtaining the Fund Practitioner Qualification Certificate?
In fact, the main purpose of obtaining the Fund Practitioner Qualification Certificate is to be able to smoothly enter the fund industry and engage in related work. In addition, by studying the fund profession Courses can effectively improve one's professional level, and work-handling abilities will also be improved accordingly.
Employment directions in the fund industry: fund managers, commercial banks (including foreign corporate banks in China), securities companies, futures companies, insurance institutions, securities investment consulting agencies, independent fund sales agencies and certification by the China Securities Regulatory Commission Management personnel, business personnel, and marketing personnel in other institutions; personnel in fund sales institutions engaged in the promotion and promotion of funds and the operation and maintenance of fund sales information management platform systems; employees of private equity fund managers, etc.
Will the Fund Practitioner Qualification Certificate expire?
It does not expire. The Fund Practitioner Qualification Certificate is valid for a long time, but it requires annual inspection.
According to regulations, those who have obtained the fund practitioner qualification certificate need to participate in the annual inspection organized by the China Fund Industry Association every year:
1. The qualification administrator of each institution logs in to the practitioner management platform and Check the list of personnel who need to participate in the annual inspection in this institution, organize and urge employees to complete follow-up training as required, and submit annual inspection applications in the employee management platform for those who meet the conditions for passing the annual inspection.
Note: Each institution is responsible for verifying the registration information and annual inspection information of its employees, and updating it in a timely manner according to relevant requirements to ensure that the information is true, complete and accurate.
2. After the annual inspection is completed, the association will suspend the qualifications of employees who fail to complete this year’s annual inspection as required and make an announcement on the website.
3. For employees who fail to complete rectifications on time, we will cancel their qualification certificates and record the relevant information in their personal integrity files. Persons whose professional qualification certificates have been canceled are not allowed to engage in fund-related business. If they want to restore their professional qualification certificates, they need to complete follow-up training in the past two years and submit explanatory materials to the association.