The Fund Industry Association website has specially set up a fund practitioner management platform (/) to manage practitioners in institutions including public funds, fund custody, fund sales, fund evaluation, private equity funds and other institutions. Realize full-scale management of employees’ basic information, qualifications and experience, integrity records, investment performance, follow-up training and other information.

The complete application and registration process for the Fund Practitioner Qualification Certificate is roughly divided into two steps.

1. The institution first applies to be a user of the China Securities Investment Fund Industry Association’s practitioner qualification management system (if you have already applied, please ignore this step);

2. The institution establishes a qualification administrator, Manage the employee management platform. For example, employees’ personal account opening, basic information registration and changes, resignation filing information, integrity information, etc. will be reviewed and maintained.

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