GAAS Program

Greater Asset Allocation Specialist (GAAS) certification is a professional standard toward those engaged in asset allocation management of their professional capacity. In the fields of financial foundation, quantitative analysis, financial statement analysis, customer demand analysis, portfolio management, corporate finance, legal risk management, investment portfolio management, Greater tax planning, property security management, inheritance of property management, as well as the financial current issues, etc., GAAS puts forward a strict evaluation standard combining both professional knowledge and practical skills towards asset allocation specialists and wealth management practitioners.

Certification Requirements


Nowadays, the establishment and improvement of training and evaluation mechanism for asset allocation and wealth management practitioners is of great significance, which lays a solid foundation for the realization of household and corporate wealth management goals and establishing sustainable financial market growth. In view of this, building a training and certification device for asset allocation specialist has become increasingly urgent.


To match the professional requirements of asset allocation, GAAS certification system suggests a “5E Model” for asset allocation professionals, namely Ethics, Education, Examination, Experience, and Enhancement.


Ethics. Due to the special nature of high risks in the financial industry, the professional ethics of employees has a direct bearing on the healthy development of the industry as well as the sound and sustainable development of Greater financial market.


Education. Theoretical learning and practical training are the cornerstones of training for Greater asset allocation practitioners. The contents of education should include financial foundation, quantitative analysis, financial statement analysis, customer demand analysis, portfolio management, corporate finance, legal risk management, investment portfolio management, Greater tax planning, property security management, inheritance of property management, as well as the financial current issues, etc.


Examination. Practitioners who meet the standards should pass a strict examination, which is an important way and means to test their qualification of professional abilities in asset allocation management.


Experience. Combining theory together with practice is vital in the capability model. At least two years’ (including two years) experience of asset allocation or related work is an important requirement in professional certification.


Enhancement. Practitioners should be equipped with the concept of lifelong learning, constantly improving their professional and practical abilities, to ensure that they keep pace with the latest theories and best practices around the world.

Certification Process


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    Registration

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    Education

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    Examination

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    Application

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    Certification

Registration. Register as a GAAS candidate to attain test information and preparation materials.


Education. Complete the course credits required by GAAS program, and obtain the serial number of corresponding examinations issued by the authorized institution.


Examination. Use the serial number, sign up for an exam, and meet the exam scores required.


Application. Apply to be a member of the type required by the corresponding level and apply to be a holder after identification.


Certification After the approval of the membership application, the holder obtains the title and certificate, thus the certification application is completed.