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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8 ?/ R/ v+ F% a! i) zCanadian Securities Course (CSC).
Conduct and Practices Handbook (CPH).
' s9 [( }' Z" T9 S3 q4 R; O' WCompletion of Professional Financial Planning Course (PFPC)
4 Y) ~# ~$ ^7 Y) v/ ^8 }# X9 D5 ?9 TWealth Management Essential Course (WME) .
) X7 t, ?* v6 b
% [: E$ |  Z! b( Z  y& v- j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
CFP
0 U; h0 N5 f& }: [% s
9 ?$ g, e2 Q+ f' o$ y6 cetc...

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