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).
4 h/ u* l9 w0 f) D) bConduct and Practices Handbook (CPH).
+ {; u* t9 u4 r$ s, o2 _/ Q2 cCompletion of Professional Financial Planning Course (PFPC)
% U& H' @8 g9 s- H1 f) \Wealth Management Essential Course (WME) .
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) P! n! @+ A( Q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

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