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
9 L" ~+ l- O( |, D
Canadian Securities Course (CSC).
- Z+ b; x2 h& d) w5 k, R# O* bConduct and Practices Handbook (CPH).
0 ]5 b0 j, e! N7 U/ zCompletion of Professional Financial Planning Course (PFPC)
Wealth Management Essential Course (WME) .

' O3 D. `( Q- v) y' Y- n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
5 g/ i: }8 A4 z; xCFP

etc...

094