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 [0 V  w4 y3 NCanadian Securities Course (CSC).
6 \5 G8 n) l3 B; s! y4 g$ a' _; RConduct and Practices Handbook (CPH).
. n: a2 `: F8 R$ N3 d& yCompletion of Professional Financial Planning Course (PFPC)
( q  q' ?( o, b4 D9 L% ^( |; |Wealth Management Essential Course (WME) .

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
/ \) k4 F5 _' Y( W5 xCFP
& M' I8 ?! M1 @& \; m* G
etc...

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