The full name of the fund examination is the qualification examination for fund sales personnel, including the basic knowledge of the securities market and the foundation of investment funds. If you pass the securities examination and the foundation of the fund, it is equivalent to passing the qualification examination of the fund salesperson. Pass the above two courses, that is, obtain the qualification of fund sales. Long term effectiveness. Fund sales qualification is a necessary qualification for banks, fund companies, securities companies and investment consulting companies to sell funds.