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.
In this article we'll examine three different designations that will allow you to gain the knowledge you need to handle almost any client's situation: the Certified Financial PlannerÂ® (CFP Â®), Chartered Life UnderwriterÂ® (CLUÂ®) and Chartered Financial ConsultantÂ® (ChFCÂ®).he CFP Â® mark is offered-and governed-by the Certified Financial PlannerÂ® Board of Standards in Washington, DC.