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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.
An example is the Chartered Financial Analyst (CFA) certification from the CFA Institute. Financial analysts can become CFA certified if they have a bachelorâs degree, 4 years of qualified work experience, and pass three exams. Financial analysts can also become certified in their field of specialty.