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

- z$ G6 p8 |" f. ]3 J1 k( WCanadian Securities Course (CSC).
Conduct and Practices Handbook (CPH).
. ?( o! z2 K4 q- B( ]Completion of Professional Financial Planning Course (PFPC)
Wealth Management Essential Course (WME) .
9 U% S$ l2 {) ]6 v
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
8 R& V1 U2 P* d' s; v! BCFP
- ~7 p4 q1 z( H" l
$ w! v0 p7 U" n8 k2 N6 Xetc...

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