As an introductory exam, many candidates think that they can get the certificate of fund practice as long as they pass the exam. In fact, this view is wrong The fund employment examination is just the beginning. As for how to apply for the certificate of fund practice, Deep Space Network will explain it to you next.

First, the application conditions of the fund practice certificate

In this regard, I believe we all know that as long as the candidates guarantee to pass the two subjects of the fund qualification examination within four years, they can have the fund qualification.

However, in order to apply for a certificate, in addition to passing the examination, candidates also need to engage in the work of relevant fund practitioners, and the fund practitioners association to which they belong can apply for a certificate of fund practitioners. There is no time limit for application. To put it simply, candidates can apply as long as they have passed the fund recruitment examination and worked in relevant institutions.

2. What institutions are eligible to apply?

For the application of fund practice certificate, the institution that needs to be formulated may have the authority to apply. All these institutions can apply for fund qualification: fund managers, commercial banks, securities companies, futures companies, insurance institutions, securities investment consulting institutions and other institutions recognized by China Securities Regulatory Commission.

Third, the application process of fund qualification

Before applying for membership, such institutions need to apply for membership. After the approval, they will obtain the management account of the management system provided by the fund industry association, and log on to the management system platform to apply for fund qualification.

Fourth, fund certificate management

After successfully applying for the fund practice certificate, the certificate holder also needs to attend the annual inspection regularly. Generally speaking, the validity period of the fund qualification certificate is 1 year. Simply put, the holder needs to attend the annual inspection before 65438+February 3 1 of that year.

With regard to the annual inspection of the fund employment certificate, the holder can choose to receive on-site training from the fund industry association or online remote training. The training contents are all professional knowledge related to fund practice, and it is guaranteed to be no less than 15 class hours.