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.
Chartered Financial Consultant (ChFC) â Requirements, ChFC vs CFP. For decades, the Chartered Life Underwriter (CLU) designation was the premier financial and insurance planning credential sported by life insurance agents and financial planners who marketed their products and services to the public.