The fund qualification examination requires the purchase of the textbook Equity Investment Fund and the revised textbook Securities Investment Fund (second edition). In addition, there are textbooks for Subject 1, Examination Outline of Fund Laws and Regulations, Professional Ethics and Business Norms, Subject 2, Examination Outline of Basic Knowledge of Securities Investment Funds and Subject 3, Examination Outline of Basic Knowledge of Equity Investment Funds (including Venture Capital Funds).

Among them, the Examination Outline of Fund Laws and Regulations, Professional Ethics and Business Norms (revised on 20 17) and the Examination Outline of Basic Knowledge of Securities Investment Funds (revised on 20 17) are compulsory for public and private fund examinations.

These textbooks specifically include basic knowledge of investment management, equity investment, fixed income investment, derivatives, alternative investment, investor demand and investment management process, portfolio management, investment transaction management, investment risk control, fund performance evaluation, fund investment transaction and settlement, etc.