FactSet QuickStart esponding page numbers in this manual: support@factset.com (i) eserved. See page number: actSet Platform -4511812, Estimates, Financials, or Filings e Capitald button18, 20, 21, 601922, 232425, 2627, 282930-36, 3937, 38ortfolio orfolio Viewer40-4243-46-50-53, 635455, 56-64 FSD021.05.2010.
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.
What is Chartered Financial Analyst (CFAÂ®)? The CFAÂ® Program focuses on investment management. The top employers of charterholders include the most respected financial corporations in the world, e.g., JPMorgan, Citigroup, Bank of America, Credit Suisse, Deutsche Bank, HSBC, UBS, and Wells Fargo, to name a few.