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
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Canadian Securities Course (CSC).
" R* ]3 E# l& \- B5 W; gConduct and Practices Handbook (CPH).
7 J% k: ~; L) N! s4 o/ g. H( VCompletion of Professional Financial Planning Course (PFPC)
5 A: a6 K4 e# ^6 xWealth Management Essential Course (WME) .

, l4 x& M/ u/ z4 a, z- ~6 q% P. X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
CFP

% B/ `5 D% t, |) @4 e, xetc...

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