1. Qualification: Investment consultants need to seriously consider obtaining professional qualification certificates at home and abroad, such as CFA and financial analyst.

2. Promotion path: usually starting from junior investment consultant, gradually promoting to intermediate and senior consultant, until becoming an institutional investment consultant or starting an investment consulting company.

3. Specialty development: There are a wide range of investment fields, and you can choose to focus on a certain field according to your own specialties and interests, such as funds, stocks, bonds, etc.