How to apply for fund qualification certificate
The purpose of the examination for the Fund Practicing Qualification is to obtain the Fund Practicing Qualification Certificate. Undoubtedly, candidates need to pass the Fund Practicing Qualification Examination before applying for the Fund Practicing Qualification Certificate. How should they apply for the Fund Practicing Qualification Certificate?
Conditions for applying for Fund Practicing Qualification Certificate
1. The examinee passes the fund employment qualification examination, and the score of 60 points is the qualified score line.
2. Candidates who fail in the single course of the Fund Practicing Qualification Examination must continue to apply for and pass the failed course within four years.
How to apply for qualification after passing the fund qualification examination?
1. Print transcripts
After passing any two combination subjects mentioned above, examinees can print the score certificate. With the score certificate, examinees can apply for registration of fund employment qualification for fund practitioners who have passed the examination through their companies. (Note: College students can only apply for registration in relevant institutions after entering relevant institutions.)
2. Individual applies to the enterprise
According to the relevant regulations, in general, individuals cannot apply for the Fund Practicing Qualification Certificate. The enterprise where the individual works should apply to the Fund Industry Association for registration.
3. The enterprise submits an application to the China Fund Industry Association
First, enterprises and institutions apply to the fund industry association for employees' management system accounts, and then the institution qualification administrator can apply for the registration of fund qualification for employees through the management platform.
The institution designates a qualification administrator to review and maintain the opening of personal accounts, registration and change of basic information, and integrity information of its practitioners through the "practitioners management platform".
4. Publicize the application results of the Fund Practicing Qualification Certificate
After the enterprise application process is submitted, the Fund Industry Association will review and accept it, and the results will be published on the official website of the Fund Industry Association after passing the review. Candidates can query on the official website of the Fund Industry Association - Practitioner Management - Qualification Platform - Practitioner Management Information and the Fund Practitioner Application for Registration.
5. Print Fund Practicing Qualification Certificate