After passing the relevant subject examinations organized by the Asset Management Association of China, candidates obtain the fund practitioner qualification and can apply for fund practitioner qualification registration through their institution to the China Securities Investment Fund Industry Association within four years. If you have not applied for fund practitioner qualification registration through an institution for more than four years, you need to make up the prescribed follow-up training hours in the last two years or retake the practitioner qualification examination before registration.

According to the "Securities Investment Fund Law of the People's Republic of China" and other relevant laws and regulations, personnel engaged in fund publicity, promotion, consulting and other businesses should have the necessary laws, regulations, financial knowledge and skills to engage in fund sales activities. , financial and other professional knowledge and skills, and obtain fund professional qualifications recognized by the association in accordance with relevant regulations.