"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.
That said, financial consultants typically have a degree in finance or a related field, and many have credentials and certifications, like earning the designation of being a Chartered Financial ...
Another type of financial advisor with fiduciary duty to clients is a Chartered Financial Consultant, or ChFC. These professionals receive certification through The American College of Financial ...
The programme welcomed its first cohort of 12+ experienced professionals in December, as they embark on the prestigious journey to become Chartered Management Consultants. The first cohort ...
Morgan Stanley Wealth Management recently announced that Lisa O’Bryant, a financial advisor, qualified plan financial consultant and chartered retirement planning counselor, has been awarded the CFP ...
Dubai, United Arab Emirates – PwC Academy, the talent and skills development business of PwC Middle East, in collaboration with the Chartered Management Institute (CMI) has launched the region's first ...