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).
Completion of Professional Financial Planning Course (PFPC)
$ o6 \4 Q7 o: i" N' {$ W  ~Wealth Management Essential Course (WME) .
$ s! O" K5 U5 N3 R
2 P8 E' f0 M# i: l* n2 b) g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

) E+ u$ q7 [* T) T8 F( eetc...

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