Fund Practitioner is a basic-level entry-level certificate in the field of financial industry in my country. After passing the exam, candidates still need to apply at the establishment institution to obtain the Practicing Qualification Certificate. Below, Shenzhen Sky Network will explain to you about the Fund Practicing Qualification Certificate. Let’s take a look at the application process.

How to apply for the Fund Practitioner Qualification Certificate?

Application Institutions for the Fund Practitioner Qualification Certificate

The institutions that can apply for the Fund Practitioner Qualification include fund managers and commercial banks (included in Foreign-funded corporate banks in China), securities companies, futures companies, insurance institutions, securities investment consulting institutions, independent fund sales institutions and other institutions recognized by the China Securities Regulatory Commission.

Institution application registration process

(1) First, the institution applies to the Fund Industry Association for a practitioner management system account, and then the institution qualification administrator can apply for registered fund practitioners through the management platform The qualifications and operating procedures are as follows:

Individual submission of registration application → Institutional review → Internal publicity → Institutional submission → Association acceptance → External publicity → Obtain certificate

(2) In view of the employees of banking institutions According to the bank's personnel management structure, a four-level system administrator is temporarily set up. The head office applies for member accounts and assigns them to relevant business departments or lower-level branches. The branches then allocate accounts to branches. The relevant business departments or branches allocate accounts to individuals. Individuals submit applications.

Is the Fund Practitioner Qualification Certificate valuable?

1. As a threshold for entry into the industry

No matter which industry you are in, if you want to enter the industry, you must obtain the corresponding qualification certificate The professional qualification certificate is the most direct proof of strength. With the development of the economy, I believe everyone is aware of a problem, that is, when applying for a job, the fund practitioner qualification certificate is basically one of the mandatory requirements. Or some people’s intention is not to enter the fund industry, but to make themselves more confident to seize the opportunity when the opportunity arises. Then taking a certificate is also a way to increase confidence and ability, not to mention getting one more certificate is Something that is good for you and not bad for you.

2. Good employment prospects

Currently, many financial practitioners are restricted from engaging in fund-related work because they do not have fund qualification certificates, resulting in a certain job gap and an urgent need for qualified practitioners. to fill it up.

Practition of public fund managers, fund custodians, securities and futures asset management institutions, fund service institutions (including fund sales, share registration, valuation, investment consulting, evaluation, information technology system services, etc.) Employees, private equity fund managers, etc. all require practitioners to hold fund practice qualification certificates, which means that certificate holders will have the opportunity to earn higher incomes.