The Secretary-General's qualification certificate needs to be recommended by the enterprise, and the board of directors can only take the exam after uploading it on the designated registration website. Enterprises that can be recommended to take the exam are A-share listed companies and A-share listed companies (listed applications have been submitted or counseling and filing in the CSRC).

At present, the Secretary-General's qualification certificate is divided into three types, namely, the main board qualification certificate of Shanghai Stock Exchange, the Secretary-General's qualification certificate of Science and Technology Innovation Board Stock Exchange and the Secretary-General's qualification certificate of Shenzhen Stock Exchange. According to the recommended company's board or the board to be listed, choose to apply for the corresponding secretary-general qualification certificate.

Among them, those who are recommended to take the exam by the listed companies on the Shanghai Stock Exchange need to log in to the E-service of the Shanghai Stock Exchange through EKey to register. After receiving the recommendation letter from the board of directors, the rest can log on to the designated website to predict their names.