1. Fund qualification certificate is referred to as "fund sales qualification certificate", which certifies the personnel engaged in fund sales and fund products to improve their professional ability and professionalism. The certificate is issued and managed by China Asset Management Association (hereinafter referred to as "China Foundation"). With its authority and professionalism, certificates have been widely recognized in the fund industry and played an important role.
2. Fund refers to a certain amount of funds set up for a certain purpose. It mainly includes trust and investment funds, provident funds, insurance funds, retirement funds and funds of various foundations. From the accounting point of view, capital is a narrow concept, which refers to funds with specific purposes and uses. The fund we are talking about mainly refers to the securities investment fund.
Through the fund qualification examination, you can comprehensively test the candidates' fund industry laws and regulations, fund product knowledge, market analysis, risk assessment and fund sales skills, and you can obtain the fund sales qualification certificate issued by the China Foundation. The certificate is not only a necessary document for entering the fund industry, but also an important basis for evaluating the professional ability, professional accomplishment and professional ethics of fund practitioners.
It should be noted that the fund qualification certificate is a time-limited certificate with a validity period of three years. After the expiration, you need to retake the exam or carry out continuing education and training certification to maintain your qualifications. At the same time, fund practitioners should strictly abide by relevant laws, regulations, policies and industry standards in the process of fund sales and product management, ensure good professional ethics and provide professional and caring services to customers.