Fund qualification examination:

As a part of the qualification examination system for securities practitioners, it was organized and implemented by China Asset Management Association in 2003. The qualification examination for fund practitioners is based on practical application, which mainly assesses the essential basic knowledge and professional skills of fund practitioners, covering seven basic knowledge such as fund industry overview and investment management.

Fund sales:

One of the main business links of fund operation management, its standardized operation is an important guarantee to expand the fund scale and protect the interests of investors. With the rapid development of China's securities investment fund industry, the fund sales channels have been continuously expanded and deepened, and the number of people engaged in fund sales business has increased rapidly. Fund sales personnel directly contact with investors to provide fund sales services. The improvement of their professional level and quality is related to the improvement of the overall service level of China fund industry and the sustained and healthy development of the fund industry.

Evaluation of fund qualification examination:

After passing the examination of subject 1 and subject 2, you can apply to the fund industry association for the qualification of registered fund within four years through your institution. Those who have not applied for the qualification of registered funds through institutions for more than four years need to re-take the qualification examination or make up the follow-up training hours specified in the last two years before registration.

Personnel who have obtained the qualification for fund practice must complete the follow-up training of 15 class hours every year in accordance with relevant regulations, and participate in the annual qualification inspection organized by the association through their institutions as required. Institutions that can apply for fund qualification include fund managers, commercial banks (including domestic ones), securities companies, futures companies, insurance institutions, securities investment consulting institutions, independent fund sales institutions and other institutions recognized by China Securities Regulatory Commission.