Candidates who have passed the fund qualification examination have proof of achievement and have the conditions for registration of fund qualification. Persons who meet the requirements for the registration of fund qualification may apply to China Asset Management Association for a fund qualification certificate within four years through their institutions. Those who have not applied for the exam for more than four years need to complete the required follow-up training hours in the last two years or re-take the qualification examination before they can apply.

According to the provisions of the People's Republic of China (PRC) Securities Investment Fund Law and other relevant laws and regulations, the personnel engaged in fund publicity, promotion and consultation should have the professional knowledge and skills of laws and regulations, finance and finance necessary for fund sales activities, and obtain the qualification of fund practice recognized by the Association in accordance with the relevant provisions.