The qualification certificate of fund practice is an access certificate to enter the fund industry. After passing the qualification certificate of fund practice, you can engage in fund-related work in financial institutions, listed companies, investment companies and enterprises.

If you enter banks or non-bank financial institutions, listed companies, investment companies, large enterprise groups, financial media, and government economic departments, the fund qualification certificate is also one of the important reference conditions.

Function of qualification certificate for fund business: In order to further standardize fund sales behavior and improve the professional level and quality of fund sales personnel, China Securities Industry Association will hold the qualification examination for fund sales personnel in September 2008. Fund sales is one of the main business links of fund management, and its standardized operation is an important guarantee for expanding the scale of funds and protecting the interests of investors.

Extended data:

Registration conditions for the national unified examination of fund qualification: the personnel who take the examination of fund qualification are mainly those who are engaged in fund sales within fund management companies or those who want to engage in this profession. The registration conditions are:

1. Deadline for registration 18 years old;

2. Have a high school education or above;

3. Have full capacity for civil conduct;

4. Other conditions stipulated by China Securities Regulatory Commission.

Registration conditions for the weekly examination of fund qualification: Generally speaking, anyone who meets the first three items can apply for the examination. Fourth, abide by the management measures for employees promulgated by the CSRC and abide by some rules and regulations.

1. has full capacity for civil conduct;

2. Have a high school education or above;

3. The current/to-be-appointed senior managers of Public Offering of Fund manager and private equity fund manager, including legal representative/managing partner (to-be-appointed representative), chairman, general manager, deputy general manager, person in charge of institutional compliance/risk control/inspector general, etc. Fund custodian, manager of public offering business of fund sales organization, etc. ;

4. Other conditions stipulated by China Securities Regulatory Commission.

References:

Baidu encyclopedia-fund qualification examination