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, first of all, 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. Enter the website of China Asset Management Association-employee management platform, log in with the enterprise's own management account, and 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 it, and the results will be published on the website of the fund industry association after approval. Candidates can check on the website of the fund industry association-employee management-qualification platform-employee management information and fund employee registration application.
Step 5: Print the fund qualification certificate.
After the examination and approval by the association, the candidates have obtained the qualification certificate of fund industry, but they need to go to the website of fund industry association-employee management-qualification platform and click on the employee management system to print it. The association will not issue it separately.
Free access to learning materials and knowledge maps of fund qualification: /jjcy/xxzl/n237.html? fcode=h 1000026