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
+ e/ l  g0 K; l2 _# p8 t
& o& V2 i& V: B' L) K6 W' ?! LCanadian Securities Course (CSC).
2 ?3 x  l2 H: S: D/ _" D; M" l) bConduct and Practices Handbook (CPH).
& F. e1 x, l$ ^1 k! s! oCompletion of Professional Financial Planning Course (PFPC)
+ C! ?( U/ b: c: sWealth Management Essential Course (WME) .

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
/ b$ i2 [; e+ d7 ECFP

; |4 x( i- ]! B, Q/ S+ v- ?- \etc...

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