What is a Career in Financial Planning?
Career in Financial Planning
LifePage – shows what is the meaning of Career Counselling?
Financial Planning
I find a Career in Financial Planning very interesting. I want to first understand What a Career in Financial Planning entails before I invest time and effort to figure out How to start a Career in Financial Planning. It had been a while since I was researching about a Career in Financial Planning, when I came across: https://www.lifepage.in/careers/financial-planning
Saral Agarwal's take!
Saral Agarwal has 5 years & 2 months of professional experience in Financial Planning. Saral Agarwal has worked in Financial Planning as Founder in Saral Enterprise. In Saral Agarwal's own words, this is how Saral Agarwal got into Financial Planning: "After completing my certifications in Finance, I worked with Anand Rathi Securities as a relationship Manager for 1 year. In 2016, I started my own company with the name of Saral Enterprises where I work as an Independent Financial Advisor." This link showed on the first page of search results for Saral Agarwal: https://www.lifepage.in/page/saralagarwal
Career Video on Financial Planning
In a video, Saral Agarwal has talked about various aspects of a Career in Financial Planning. Saral Agarwal started by explaining Financial Planning as: "Financial Planning is the process of estimating the capital required and determining its competition. It is the process of framing financial policies in relation to procurement, investment and administration of funds of an enterprise." I watched the full video and I absolutely loved it.
I found the video unique because it talked about Education in terms of things which can be learnt from books, to excel at a Career in Financial Planning and not as a list of Qualifications, which one needs to get into Financial Planning. Saral Agarwal touches upon these in the Education section of the Video:
Real Estates & Physical Assets
Traditional Ways of Investing
Money Market & Stock Market
Fundamentals of Finance
CFP
Sills and success goes hand in hand. One needs to get a hold of essential skills.
Saral Agarwal then explains why these Skills are essential for a Career in Financial Planning:
Patience
Conviction
Time Management
Communication Skills
Networking Skills
Observational Skills
Practical Exposure
Analytical Skills
This Career has an interesting list of Positives.
Saral Agarwal believes that the following are some of the Positives of a Career in Financial Planning:
Contribution to the Society
Knowledge Updation
Strong Networking
Personal Growth
Low Investment
Balanced Work Life
There are a few Challenges in this Career which one needs to be cognizant of.
And, Saral Agarwal believes that one needs to prepare for following Challenges of a Career in Financial Planning:
Economies of Scale
Uncertainties
Handling Emotions
Government Policies
Initial Struggle
In the final section of the video Saral Agarwal talks about How a day goes in a Career in Financial Planning. This video is by far the best video on a Career in Financial Planning, that I have ever come across. To see the full Talk, one needs to install the LifePage Career Talks App. Here is a direct deep link of the Video: https://lifepage.app.link/20190528-0002
Career Counseling 2.0
This video on a Career in Financial Planning opened my eyes to a completely new perspective and got me interested in LifePage. LifePage has the most comprehensive Career List. LifePage is the world’s most evolved Career Platform. You can use LifePage to find your Career Objective. LifePage also offers the most comprehensive Career Planning process. You can use LifePage to explore more than a thousand Career Options. LifePage has the most exhaustive Career List. It is truly Career Counseling 2.0 LifePage is Career Counseling 2.0 - while most platforms continue to use age old psychometric tests to identify hidden skills and interests of individuals. LifePage has turned the tables completely with an Awareness based approach. Read about them on: https://www.lifepage.in
Similar Career List on LifePage
I continued with my research on LifePage and thoroughly studied these links to gain more perspective:
Career in Financial Management
[Financial Mgmt Associate | Citibank - New York, London, Dublin & Delhi]
https://www.lifepage.in/careers/financial-management
Career in Financial Trading
[Credit Flow Trader | JP Morgan, UBS]
https://www.lifepage.in/careers/financial-trading
Career in Internal Audit
[Internal Auditor | Ernst & Young New Delhi]
https://www.lifepage.in/careers/internal-audit
Career in Stock Broking
[Stock Broker | Painter Smith & Amberg]
https://www.lifepage.in/careers/stock-broking
Career in Asset Sales
[Sales Manager | ICICI Bank, Goa]
https://www.lifepage.in/careers/asset-sales
Career in Equity Research
[Equity Research Analyst | Quest Securities]
https://www.lifepage.in/careers/equity-research
Career in Financial Management
[Team Co-ordinator | The Awaken Love movement]
https://www.lifepage.in/careers/financial-management-1
Career in Financial Marketing
[Sales Manager | Kognitive Marketing, Canada]
https://www.lifepage.in/careers/financial-marketing
Career in Treasury Management
[Assistant Vice President | General Electric]
https://www.lifepage.in/careers/treasury-management
Career in Internal Audit
[Analyst | KPMG]
https://www.lifepage.in/careers/internal-audit-1
Career in Value Investing
[Vice President Research & Analytics | Seers Group]
https://www.lifepage.in/careers/value-investing
Career in Investment Management
[Director | Arthaprise Financial Advisors Pvt Ltd]
https://www.lifepage.in/careers/investment-management
Career in Wealth Management
[Co-founder | Client Alley]
https://www.lifepage.in/careers/wealth-management
Career in Wealth Management
[Director | Arthaprise Financial]
https://www.lifepage.in/careers/wealth-management-1
Career in Financial Control
[Management Controller | Servier]
https://www.lifepage.in/careers/financial-control
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Career Counselling in Dehradun
https://www.lifepage.in/career-counselling/Dehradun
Career Counselling in Delhi
https://www.lifepage.in/career-counselling/Delhi
Career Counselling in Jaipur
https://www.lifepage.in/career-counselling/Jaipur
Career Counselling in Noida
https://www.lifepage.in/career-counselling/Noida
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https://www.lifepage.in/career-counselling/Mumbai
Career Counselling in Moshi
https://www.lifepage.in/career-counselling/Moshi
Career Counselling in Manacapuru
https://www.lifepage.in/career-counselling/Manacapuru
Career Counselling in El-Fasher
https://www.lifepage.in/career-counselling/El-Fasher
Career Counselling in Neftekamsk
https://www.lifepage.in/career-counselling/Neftekamsk
Career Counselling in Napier
https://www.lifepage.in/career-counselling/Napier
Career Counselling in Olinda
https://www.lifepage.in/career-counselling/Olinda
Career Counselling in Ubon-Ratchathani
https://www.lifepage.in/career-counselling/Ubon-Ratchathani
Career Counselling in Ahvaz
https://www.lifepage.in/career-counselling/Ahvaz
Career Counselling in Roselle
https://www.lifepage.in/career-counselling/Roselle
Career Counselling in Drobeta-Turnu-Severin
https://www.lifepage.in/career-counselling/Drobeta-Turnu-Severin
Career Counselling in Yokohama
https://www.lifepage.in/career-counselling/Yokohama
Career Counselling in Carteret
https://www.lifepage.in/career-counselling/Carteret
Career Counselling in Tampere
https://www.lifepage.in/career-counselling/Tampere
Career Counselling in West-University-Place
https://www.lifepage.in/career-counselling/West-University-Place
Career Counselling in Berlin
https://www.lifepage.in/career-counselling/Berlin
If you care for the success of your child, then take the Career Oath today: https://www.careeroath.org
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