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

3 H) R1 ~$ F+ D+ BCanadian Securities Course (CSC).
! n' b; F5 I7 M& y. h$ H% UConduct and Practices Handbook (CPH).
+ f) r! d9 ~2 D. a) P+ C+ b- U$ T3 ACompletion of Professional Financial Planning Course (PFPC)
7 x" @/ `* }, T+ |! D6 [( a2 aWealth Management Essential Course (WME) .

6 v6 G; N" ^; {3 M, C5 ^& J# K/ P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
' Q2 ?1 H, {: c9 E. s3 X$ r" ICFP

etc...

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