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

: D- t# R4 \: a. j& hCanadian Securities Course (CSC).
Conduct and Practices Handbook (CPH).
Completion of Professional Financial Planning Course (PFPC)
8 n' q1 I1 P5 X2 }: \Wealth Management Essential Course (WME) .

# J; C/ i; e; [" C$ r7 h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
- P0 n4 M) t: HCFP

. A  G2 z3 E7 R& @etc...

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