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A chartered financial advisor is  an individual who assists clients with investment decisions. The financial advisor provides analysis of various investment vehicles and financial instruments. This analysis is used by the advisor to offer guidance to the client regarding the clientâs financial planning and investment strategy.
To be a financial advisor, you need financial expertise and a desire to help people. A bachelorâs degree is typically a good starting place, but you can choose a broad range of degrees â from finance to business to something entirely different. Increasingly, universities have begun offering financial planning degrees, too.