Entry certificate
Fund qualification is a necessary entry certificate for everyone who wants to enter the fund industry. Whether it is a fund manager, a senior manager of a fund custodian or an institution applying for the qualification of fund sales business, a certain number of personnel are required to be qualified.
Examination and registration
Passing the examination of Subject 1, Subject 2 (or Subject 3) is the foundation, and it is more important to submit the registration to China Asset Management Association through institutions. Your qualification can only take effect after you enter a financial institution and register with the association in the name of the unit.
Validity period and maintenance qualification
This grade is valid for 4 years. After becoming a fund employee, you need to participate in the required number of face-to-face training or distance training every year to maintain your qualifications. You can log in to the association's distance training system to register and learn, and update your knowledge in real time.
Preparation strategy
The examination focuses on the examination of practical application ability, and rote learning is not an effective learning method. First of all, we should study the exam outline carefully, because all the questions come from the knowledge points listed in the outline.