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Do bank staff need to pass subjects 1 and 2 for fund sales and subjects 3?
The combination of subject 1+subject 2 and subject 1+subject 3 of the fund qualification examination is suitable for employees of different institutions.

Employees of publicly offered fund managers, fund custodians, securities and futures asset management institutions and fund service institutions (including fund sales, share registration, valuation, investment consulting, evaluation and information technology system services) may apply to China Asset Management Association for fund qualification registration through subjects 1 and 2.

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.

After passing the examination of relevant subjects organized by China Asset Management Association, you can apply to China Asset Management Association for fund qualification registration within four years. Those who have not applied for fund qualification registration through institutions for more than four years need to complete the follow-up training hours specified in the last two years or re-take the qualification examination before registration.