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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.
Chartered Financial Consultant - Advanced Financial Planning The Chartered Financial Consultant Â® (ChFC Â®) credential was introduced in 1982 as an alternative to the CFP Â® mark. This designation has the same core curriculum as the CFP Â® designation, plus two or three additional elective courses that focus on various areas of personal financial planning.