What are the requirements for taking the Fund Practitioner Qualification Certificate?

Application Requirements

National Unified Examination Registration Requirements:

The candidates for the Fund Practitioner Qualification Examination are mainly those engaged in fund sales within fund management companies or those who wish to engage in this profession external personnel.

Registration conditions are:

(1) Must be 18 years of age or older on the deadline for registration.

(2) Have high school education or above.

(3) Have full capacity for civil conduct.

(4) Other conditions specified by the China Securities Regulatory Commission.

Registration conditions for the weekly exam:

(1) Have full capacity for civil conduct.

(2) Have high school education or above.

(3) Current/proposed senior management personnel of public fund managers and private fund managers, including legal representative/executive partner (appointed representative), chairman, general manager, deputy general manager Managers, institutional compliance/risk control leaders/inspectors, etc. Fund custodians, business leaders of public fund sales agencies, etc.

(4) Other conditions specified by the China Securities Regulatory Commission.

Under normal circumstances, you can apply if you meet the first three conditions. The fourth point refers to abiding by the employee management measures issued by the China Securities Regulatory Commission and abiding by some rules and regulations.