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

8 j1 T- U$ s& `Canadian Securities Course (CSC).
* d$ Z  T% X; H  e9 bConduct and Practices Handbook (CPH).
$ l( f* o- u6 p# WCompletion of Professional Financial Planning Course (PFPC)
/ Z" p" [5 [( j/ J4 C6 E- ~8 W, RWealth Management Essential Course (WME) .

- ?. X- r, L1 z7 R' k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
/ C  m6 [' A4 @* g" ~  iCFP

9 y. r6 F, y% b2 k8 K- ^% c( a" @etc...

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