If you want to be a fund manager or an investment and financial consultant, it is recommended to take the fund practice certificate. There are three subjects in fund practice, of which subject 1: fund laws and regulations, professional ethics and business norms are compulsory subjects, and subject 2 and subject 3 are elective subjects. If you want to develop into a fund manager, you can consider taking subject 2: Basic knowledge of securities investment funds, which is applicable to securities, equity, venture capital and venture capital. If you want to be a financial planner, the most basic thing is to obtain the corresponding certificates, such as those in RFP, AFP/CFP, banking, securities, funds, insurance and other industries.

Reply time: 202 1- 12-08. Please refer to the latest business changes announced by Ping An Bank in official website.