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).
Conduct and Practices Handbook (CPH).
0 q. y8 z% E3 j& @Completion of Professional Financial Planning Course (PFPC)
, O% W. e% D( m% C& k* w$ {, vWealth Management Essential Course (WME) .
, q9 p* m/ |6 ~8 A" b
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
6 {* F& h5 y# U1 _; d  D2 M4 PCFP

etc...

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