Financial consulting is a service provided by Certified Financial Consultants to large corporations, government agencies and individual clients. The role of a financial consultant is to 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 expertise in accounting, finance, insurance and other aspects of finance hire a business financial consultant. Individual clients use the services of financial consultants to manage their investments, property holdings and long-term financial plans. The skills required for these two roles are slightly different, as are the client expectations.