After passing the futures qualification examination, you can apply for the futures investment analysis examination. After obtaining the certificate, you can apply to China Futures Association for futures business qualification or futures investment consulting qualification through your institution. The specific process is as follows:

Download and fill in the application form

The applicant logs on the "Employee Management" page of the Association website, downloads the "Personal Information Filling Form for Futures Employees", prints and fills it out, and submits it to the institution together with the application materials.

Submit application materials

Applicants are required to submit a copy of their ID card, a copy of their academic credentials or related documents, a certificate that they have not been subjected to criminal punishment in the last three years, an ID card and a scanned photo.

Information management platform of information entry industry

After reviewing the application materials, the institution will input the relevant information of the applicant into the Industry Information Management Platform of China Futures Association. The original application materials of the applicant shall be kept by the institution for future reference.

Apply for qualification

The institution logs on to the industry information management platform of the Association, enters the column of "Qualification Management of Employees-Membership Management", selects the applicant, and clicks "Apply for Qualification".

View application information

The association shall review the application materials submitted by the institution, and may require the institution to submit relevant certification materials when necessary. The association shall complete the review within 10 working days after the institution submits the application.

Apply for qualification registration.

For applicants who pass the examination, the association will register their qualifications, assign qualification numbers, and publicize their qualification information through the association website or designated media.

Application form for modifying information

If any institution needs the Association to modify the data in the "Industry Information Management Platform", please download the "Application Form for Information Modification of Futures Industry Information Management Platform of China Futures Association".