1. To engage in Public Offering of Fund's management and fund custody business, you need to pass Subject I, Fund Laws and Regulations, Professional Ethics and Business Standards, and Subject II, Basic Knowledge of Securities Investment Funds.
2. Engaged in fund business such as private fund management, private asset management of securities and futures institutions, fund sales, sales payment, share registration, valuation, investment consulting, evaluation, and information technology system services; You need to pass Subject 1, Fund Laws and Regulations, Professional Ethics and Business Standards, and Subject 2, Basic Knowledge of Securities Investment Funds or Subject 3, Basic Knowledge of Private Investment Funds.
Employees of private equity fund managers can apply to China Asset Management Association for fund qualification registration through subjects I and II or subjects I and III.
Personnel engaged in fund promotion and fund sales information management platform system operation and maintenance in fund sales institutions may apply to China Asset Management Association for fund qualification registration through subject 1, subject 2 or subject 1 and subject 3.
How long is the validity period of the fund qualification certificate?
The certificate is valid for a long time. The qualification examination results are valid for four years, and you need to pass subject 1 and subject 2, or subject 1 and subject 3 within four years. Candidates should apply for the qualification certificate within 4 years, and no qualified results will be retained after 4 years.