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

* o' }3 T! K, j3 F! b' p! bCanadian Securities Course (CSC).
* B/ [1 s- A  ?+ ^4 RConduct and Practices Handbook (CPH).
9 a$ c7 @1 q% qCompletion of Professional Financial Planning Course (PFPC)
% G, g2 h, l1 |6 vWealth 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
  D) j5 i  a" m" o5 e3 u6 `CFP
6 M. }3 c: h8 q$ c# m9 u
etc...

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