1, what is a fund qualification certificate? Fund qualification certificate is a necessary certificate to enter the fund industry, and it is a threshold. After this threshold, you can go to fund companies and financial institutions for employment. It is a reflection of personal financial quotient level and a knowledge tool for personal investment and profit. Fund qualification certificate is also called fund industry access certificate. Employees of fund-related institutions need to apply for fund qualification. Including: fund managers, commercial banks (including foreign-funded corporate banks in China), securities companies, futures companies, insurance institutions, securities investment consulting institutions, independent fund sales institutions, private fund managers and managers, and business personnel and marketers in other institutions recognized by China Securities Regulatory Commission. The fund qualification examination is organized by China Asset Management Association, and the annual examination arrangement is determined by the fund industry association, including the national unified examination and employment examination. The examination adopts online registration and computer examination to assess students.
2. What is the registration process of fund qualification? Employees who have passed the qualification examination or qualification identification of funds need to register their qualifications in the "employee management platform". If you work in a fund industry institution, your institution shall apply to the fund industry association for registration of fund qualification. If the qualified individual does not work in the relevant institution, there is no need to find an institution to "link". You can apply directly to the fund industry association for the registration of fund qualification, and after working in the relevant institutions, your institution can apply to the fund industry association for change. The sign of successful registration is that the fund qualification certificate can be printed from the "employee management platform".