To apply for the qualification examination of the Fund, candidates must have graduated from a high school (including high school, technical secondary school, vocational high school and technical school) recognized by the national education department, meet the requirements of 18 years of age, have full capacity for civil conduct and other conditions stipulated by the China Securities Regulatory Commission before applying.

The fund qualification examination was held in China Asset Management Association. The examination consists of three subjects: fund laws and regulations, professional ethics and business norms, basic knowledge of securities investment funds and basic knowledge of private investment funds. Candidates can choose to take the subject 1 and subject 2 exams, or they can choose to take the subject 1 and subject 3 exams.