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

7 V1 J1 |8 r- d, J+ z3 JCanadian Securities Course (CSC).
Conduct and Practices Handbook (CPH).
Completion of Professional Financial Planning Course (PFPC)
Wealth Management Essential Course (WME) .
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6 I. V7 F, n/ a; 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
/ b; y: T% H7 ^. }) P( \( J  z0 ?CFP
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! ?" G( ^9 I: ]5 s: M' Tetc...

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