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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.
Our two year Wealth Advisory Associate Program is a unique opportunity which prepares you to become a Financial Advisor with fine-tuned financial planning skills. The first phase of the program is comprised of completing our curriculum and training on industry products, services, financial planning tools and client acquisition skills.