Every year, no less than 15 hours of follow-up vocational training should be completed, including no less than 5 hours of professional ethics training, which should be completed before June 30 of the following year at the latest. If it is later than the deadline, it will be marked as abnormal, and three consecutive abnormal marks will disqualify the fund.

Fund, in English, refers to a certain amount of funds set up for a certain purpose in a broad sense, mainly including trust and investment funds, provident funds, insurance funds, retirement funds and funds of various foundations.