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).
, g" n( y  }" zConduct and Practices Handbook (CPH).
2 e9 k( ]0 j3 `" FCompletion of Professional Financial Planning Course (PFPC)
' t/ g- V2 p9 I- H! OWealth Management Essential Course (WME) .
( R, ~' u7 G# s8 Z
, |0 Y) i+ K- a7 G3 W: 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
5 [% ]- z' [: }' d. u/ q, c6 WCFP

& l: w% y6 }# vetc...

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