The teaching materials for the qualification examination of funds include three books, namely, Subject 1, Fund Laws and Regulations, Professional Ethics and Business Norms, Subject 2, Basic Knowledge of Securities Investment Funds and Subject 3, Basic Knowledge of Private Equity Investment Funds. Candidates can choose examination subjects according to their own actual situation from the aspects of difficulty balance, time, subject relevance, and in line with candidates' career development.

Candidates can choose to pass the exams in subjects 1 and 2, or they can choose to pass the exams in subjects 1 and 3. After passing the examination, the registration conditions for qualified fund practitioners are 100%, and the passing line is 60 points.

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.