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

Canadian Securities Course (CSC).
2 ~4 Z4 k; w, }/ E  \Conduct and Practices Handbook (CPH).
. k/ V8 r/ p  S- s' f9 g% E& ZCompletion of Professional Financial Planning Course (PFPC)
* S* ^( V' C) W8 O) ]/ a1 V( MWealth Management Essential Course (WME) .

1 ~) {& r' t( ^* ]+ `2 G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
0 W$ Z$ Z, A* @6 P: m6 ^CFP

) p8 B: s# r& L" n1 metc...

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