做投资咨询顾问需要那些证书?

爱城临时居民

从网上查的有
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$ _' C* k4 B, e% b" `) x8 o( f: mCanadian Securities Course (CSC).
/ s& o. Q( V( W1 N" `9 e5 D& v8 z+ S. OConduct and Practices Handbook (CPH).
Completion of Professional Financial Planning Course (PFPC)
Wealth Management Essential Course (WME) .
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问题是已经取得金融专业本科学位证书, 还需要考以上这些证书吗?

yuxz339

CFA
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