In August 2023, online registration was adopted for the appointment examination. Candidates can register through the exam registration entrance provided by the "Employee Management" section of the website of China Asset Management Association. The start and end time of registration is determined to be July 6-July 17, the printing time of admission ticket is July 29-August 1 day, and the examination time is August 1 day.

Textbook and Outline of Examination: Subject 1 and Subject 2 Examination Textbook: Securities Investment Fund (Second Edition) compiled by the Association, which is divided into two volumes. Subject 3 Examination Textbook: Equity Investment Fund compiled by the Association. Examination method: the fund qualification examination adopts the method of closed-book computer examination; The test questions are multiple choice questions, with the total score of 100 and each subject of 100. A score of 60 or above is considered qualified.

Fund qualification:

The qualification of the fund is based on the relevant provisions of the Securities Investment Fund Law of People's Republic of China (PRC), the Measures for the Administration of Securities Investment Fund Sales and the Practice Guidelines for Securities Investment Fund Salespersons. Personnel engaged in fund publicity, promotion and consultation shall have the professional knowledge and skills of laws and regulations, finance and finance necessary for fund sales activities, and obtain the securities qualification recognized by the association according to relevant regulations. "

In order to improve the professional level and quality of fund practitioners, China Securities Association will hold the qualification examination for fund practitioners from September 2008.