What is a Career in Financial Planning?


I find a Career in Financial Planning very interesting. 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. My research about a Career in Financial Planning became a lot more meaningful when I found: https://www.lifepage.in/career/20190528-0002/Commerce/Finance/Career-in-Financial-Planning/english

Saral Agarwal's take!

Saral Agarwal is an experienced professional with 5 years & 2 months 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." The video gave me so much food for thought.


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
90% success in real life depends on Skills. It is crucial to understand these.
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
It is important to get an understanding of the Positives of this Career.
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: https://lifepage.app.link/20190528-0002

Career Counseling 2.0

After having learnt about a Career in Financial Planning I was curious about LifePage. LifePage can help you find your Career Objective. 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 has created the largest knowledge repository of Careers in the whole world. I salute the efforts of Team LifePage. I also encourage you to learn more about LifePage 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:


Information about other Career Options

There are innumerable Career options in the world and these are definitely worth exploring:



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Another very interesting website is created by the leading architecture, interior, landscape design consulting practice in Dehradun A K Associates: http://www.aka.net.in

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