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Is Financial Planning a good Career option?

Posted: Tuesday January 07

Is Financial Planning a good Career option?

is financial planning a good career option?

career in financial planning

financial planning

a career in financial planning has always intrigued me. internet is brimming with pages on how to get into financial planning, while i want to first understand what is a career in financial planning. in my quest to learn more about a career in financial planning, i found this amazing page:

saral agarwal's outlook!

with 5 years & 2 months of professional experience, saral agarwal understands 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:

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." the video was an engaging disposition.

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
this career demands specific skills which only an experienced professional can lay out.
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
positives of any career motivate one to work hard for the same.
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
challenges are the other side of positives and this career is no exception.
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:

career counseling 2.0

this disposition on a career in financial planning was just the starting point of my research on lifepage. you can engage in career planning using lifepage. 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 i think lifepage is doing an amazing job of connecting real professionals with career seekers. it is truly an amazing innovation in the area of career counseling. you can learn more about lifepage on:

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]

  • career in financial trading
    [credit flow trader | jp morgan, ubs]

  • career in internal audit
    [internal auditor | ernst & young new delhi]

  • career in stock broking
    [stock broker | painter smith & amberg]

  • career in asset sales
    [sales manager | icici bank, goa]

  • career in equity research
    [equity research analyst | quest securities]

  • career in financial management
    [team co-ordinator | the awaken love movement]

  • career in financial marketing
    [sales manager | kognitive marketing, canada]

  • career in treasury management
    [assistant vice president | general electric]

  • career in internal audit
    [analyst | kpmg]

  • career in value investing
    [vice president research & analytics | seers group]

  • career in wealth management
    [co-founder | client alley]

  • career in investment management
    [director | arthaprise financial advisors pvt ltd]

  • career in wealth management
    [director | arthaprise financial]

  • career in financial control
    [management controller | servier]

information about other career options

the more one learns about careers the better one is equipped to take a good decision, explore these:
  • career in media graphics

  • career in defence administration

  • career in structural engineering

  • career in painting

  • career in design engineering

  • career in artificial intelligence

  • career in independent accountancy

  • career in entrepreneurship

  • career in show hosting

  • career in astrophotography

  • career in news reporting

  • career in civil engineering

  • career in navigation

  • career in scientific conservation

  • career in education entrepreneurship

  • career in travel photography

  • career in hr consultancy

  • career in project management

  • career in strategy consulting

  • career in chartered accountancy

  • career in construction management

  • career in csr management

  • career in direct selling

  • career in acting

  • career in entrepreneurship

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