Step 1: Print the grade certificate.
Generally speaking, the results of the fund employment examination can be found about 7 working days after the examination, and the transcripts of the corresponding subjects can be printed about 7 working days after the results are announced, that is, the results certificate.
Step 2: Individuals apply to enterprises.
According to the relevant regulations, the qualification certificate of the fund industry needs to be registered with the fund industry association by the enterprise where the individual works. Under normal circumstances, individuals cannot apply. Therefore, individuals need to apply to enterprises. Enterprises that meet the registration requirements include fund management companies, insurance companies, banks, securities companies and other enterprises recognized by fund industry associations.
Step 3: The enterprise submits an application to China Fund Industry Association.
After the application submitted by the individual is approved by the enterprise, the enterprise needs to log on to the website of the association to submit the application. Go to the website of China Asset Management Association? Employee management platform, after logging in with the enterprise's own management account, submit the application according to the process.
Step 4: Publicize the application result of fund qualification certificate.
After the enterprise application process is submitted, the fund industry association will review and accept the application, and the results will be published in official website after the approval. Can candidates attend the official website Fund Industry Association? Employee management? Qualification platform? The management information of employees, fund employees to apply for registration in the public notice query.
Step 5: Print the fund qualification certificate.
After the examination and approval of the association, the candidates have obtained the qualification certificate of the fund industry, but they need to go to the website of the fund industry association themselves? Employee management? Qualification platform, click on the employee management system to print, and the association will not send it separately.
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