Financial consultants may hold the ChFC, chartered financial analyst (CFA) or certified financial planner (CFP) designations.

understand your goals and help devise a comprehensive plan to achieve them. A financial consultant, in comparison, often focuses on specific areas of your financial life. They are typically sought ...

financial advisor, wealth manager and investment consultant. "The reality is that since the education provided through the ChFC designation program is so comprehensive, yet focused, advisors and ...