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
1 ^1 L$ p: k/ t/ d
Canadian Securities Course (CSC).
4 G1 k1 _& K" B- Y& R' k. a, IConduct and Practices Handbook (CPH).
2 g, x* I, _+ n! T$ _Completion of Professional Financial Planning Course (PFPC)
$ {& p; `+ k7 J/ A) Z# [4 `. sWealth Management Essential Course (WME) .
% @! A* F% t  V; m3 T
+ V( @* e0 k0 T$ M) ^; K2 _8 [, Z6 U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
" \! t: T  [+ Q3 _8 J+ D, TCFP
3 u! A  l! o7 e& L. b
etc...

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