"The client will have more confidence in the advisor who has a command of their specific situation and can provide the answers to their problems," says Steve Azoury, a ChFC, financial advisor and ...
and two of the most popular are the chartered financial consultant, or ChFC, and certified financial planner, or CFP. Some advisors have one of those designations, and others have both.
Financial consultant Kaustubh Kale, however, wanted to learn about capital markets after he became a chartered accountant (CA). "I preferred CFA after CA because to me it appeared more polished.