Finish the exam
First of all, candidates need to complete the examination of the subjects specified in the fund qualification examination, which is the first step towards the certificate.
Apply for registration certificate
Secondly, the candidate's institution needs to apply to China Asset Management Association for qualification registration management. Please note that individuals cannot directly apply for qualification certificates, but must apply to the association by their units.
Various applicants.
Institutions that can apply for fund qualification include fund managers, commercial banks, securities companies, futures companies, insurance institutions, securities investment consulting institutions, independent fund sales institutions and other institutions recognized by China Securities Regulatory Commission.
Fill in the materials and submit them for review.
Applicants need to apply to the company where they work, and the company will open an employee management system account for employees. Employees log in and fill in the materials themselves, and submit them to the organization for preliminary examination. After being audited by the organization, checked by the association and publicized, the electronic certificate can be generated and printed by itself.
Download print certificate
After the association has passed the examination, candidates can download and print the qualification certificate in the path of certificate management-job certificate printing-inquiry-printing in the employee management system.
Congratulations on getting the certificate.
Congratulations! After completing the above steps, you can successfully get your favorite fund qualification certificate!
Matters needing attention
When printing the certificate, please make sure to use appropriate paper and print quality, make sure it is clear and visible, and make it easy to file and use.