The exam subject is "Fund Sales Fundamentals".

The exam takes the form of a closed-book computer-based exam, and the questions are all objective questions. The test time is 120 minutes, the total score of the test paper is 100 points, and the passing mark is 60 points.

The reference book for the 2013 examination is the book "Basic Knowledge of Securities Investment Fund Sales" published by the Asset Management Association of China in 2012.

The 2013 exam syllabus uses the 2012 exam syllabus. Please log in to the "Examination Platform" of the Securities Association of China website and enter the "Examination Notice" to query the relevant examination syllabus.

According to the provisions of the "Securities Investment Fund Law of the People's Republic of China", "Securities Investment Fund Sales Management Measures" and other laws and regulations, personnel engaged in fund publicity, sales, consulting and other businesses should have Qualification. In order to improve the professional level and professional quality of fund practitioners, the Securities Association of China is scheduled to hold the Fund Practitioner Qualification Examination starting from September 2008.

What people usually call funds mainly refers to securities investment funds. There are three main analysis methods for securities investment: basic analysis, technical analysis, and evolutionary analysis. Basic analysis is mainly used in the selection of investment targets, while technical analysis and evolutionary analysis are mainly used in time and space judgments of specific investment operations. as an important supplement to improve the effectiveness and reliability of investment analysis.