What are the requirements for a securities investment consultant to apply for a job?

Anyone who has reached the age of 18 since July 20 15, has a high school education or above, and has full capacity for civil conduct, can sign up for the qualification examination. Anyone who has passed the entry qualification examination can take the vocational qualification examination and management qualification examination.

(a) At least 65-438+08 years old;

(2) Having a nationally recognized diploma equivalent to a high school education or above;

(3) Having full capacity for civil conduct.

Registration takes the form of online registration. Candidates log on to the website of China Securities Industry Association and register as required. The registration fee for each course is RMB 70 yuan. Please read the registration instructions on the website of the association carefully to understand the payment method, receipt and printing of the admission ticket.

Extended data:

The responsibilities of securities investment consultants are:

1, investor education, to help customers understand financial knowledge, special account wealth management business, investment opportunities and investment misunderstandings.

2, comprehensive analysis of demand, to understand the customer's financial situation and needs, to help customers determine financial goals, tailor-made investment plan.

3. Interpret the investment management report, help customers interpret the investment management report, and evaluate whether the portfolio operation meets the customer's objectives.

4. Adjust the investment plan to help the customer review the investment decision of the previous year and determine whether to maintain the current asset allocation or adjust according to the customer's financial objectives.

Methods of becoming a securities investment consultant:

1. Basic requirements: qualified as an investment consultant in the securities industry; 2 years or above working experience in securities; Bachelor degree or above.

2. Extra points: be familiar with all-round financial generalists in insurance, securities, real estate and even various investment tools and products such as stamps and gold; Pass the securities qualification investment analysis examination, and have strong securities analysis and presentation ability; Good professional quality and communication skills.

Baidu encyclopedia-securities qualification examination