Fund Practitioner Qualification Certificate Application Process

Step 1: Print the Score Certificate

The Fund Practitioner Examination can generally be found about 7 working days after the exam. As for the results, you can print the transcript of the corresponding subject about 7 working days after the results are announced, which is the score certificate.

Step 2: The individual applies to the company

According to relevant regulations, the company where the individual works needs to apply for registration with the Fund Industry Association for a fund qualification certificate. Under normal circumstances, individuals cannot apply. of. Therefore, individuals first need to apply to the company. Enterprises eligible to apply for registration include fund management companies, insurance companies, banks, securities companies and other enterprises recognized by the Fund Industry Association.

Step 3: The company submits an application to the China Asset Management Association

After the application submitted by an individual is reviewed and approved by the company where it works, the company needs to log in to the association website to submit the application. Go to the Asset Management Association of China website - Practitioner Management Platform, log in with the company's own management account, and submit the application according to the process.

Step 4: Publicize the application results for the Fund Practitioner Qualification Certificate

After the enterprise application process is submitted, the Fund Industry Association will review and accept the application. After passing the review, the results will be announced on the Fund Industry Association website. Candidates can check on the Fund Industry Association website - Practitioner Management - Qualification Platform - Practitioner Management Information, Fund Practitioner Application Registration Announcement.

Step 5: Print the Fund Practitioner Qualification Certificate

After passing the association review, the candidate has obtained the Fund Practitioner Qualification Certificate, but the candidate needs to go to the Fund Industry Association website - Practitioner Management - Qualifications Platform, click on the practitioner management system to print, the association will not issue it separately.

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