First of all, you should have the most basic certificate: the securities qualification certificate must pass the basic knowledge of securities and four other courses: securities trading, securities investment funds, securities investment analysis and securities issuance and underwriting.

Professionals engaged in securities business in securities companies, fund management companies, fund custody institutions, fund sales institutions, securities investment consulting institutions, securities credit evaluation institutions and other institutions engaged in securities business recognized by the China Securities Regulatory Commission must obtain qualification certificates.