Financial consultancy is a service provided by Certified Financial Consultants to large corporations, government agencies and individual clients. We provide an independent, expert opinion on a proposed business plan or decision. There are two main types of financial consulting: business and personal.

Companies who require service in accounting, finance, insurance and other aspects of finance hire a business financial consultancy. Individual clients use the services of financial consultancy to manage their investments, property holdings and long-term financial plans. The skills required for these the roles are slightly different, as are the client expectations.

A Certified Financial Consultancy(CFC) is a professional designation obtained from The Institute of Financial Consultants, upon successful completion of an education program and examination. This designation is internationally recognized and is an important professional credential to obtain a position in this field. CFC’s are required to complete professional development courses each year to ensure they are up-to-date on the latest theories and business practices.