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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.
This is one of two Chartered Financial Consultant Â® (ChFC Â®) courses that examines the challenges of modern financial planning. Up-to-date content and compelling case studies provide students with a complex yet comprehensive understanding of financial planning in these important areas, such as: 1  Aiding divorcees and blended families. 2  Financial planning for families with special needs. 3  Serving non-traditional families and LGBT clients.