To obtain fund qualification, you must pass at least two subjects of the fund qualification examination, of which subject I, Fund Laws and Regulations, Professional Ethics and Business Standards, is a compulsory subject, and subject II, Basic Knowledge of Securities Investment Funds and Subject III, Basic Knowledge of Private Equity Investment Funds, are optional subjects. Candidates can choose to apply for subjects 1 and 2, or they can apply for subjects 1 and 3.

Candidates who pass the examination can apply to China Asset Management Association for fund qualification registration within four years through their institutions. Those who have not applied for the exam for more than four years need to fill in the follow-up training hours specified in the last two years or re-take the qualification examination before registration.