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.
CFA or Chartered Financial Analyst is a professional designation offered to finance professionals by the CFA Institute. What is CFA? CFA or Chartered Financial Analyst is a professional designation offered to finance professionals by the CFA Institute. Candidates who qualify in the CFA exams are designated with the CFA credential. CFA is one of the most demanded professional credentials in the finance industry.