Home
Abroad
Plan
Philosophy
Seminar
Pages
Advisors
Testimonials
Financial Planning
Saral Agarwal | Founder | Saral Enterprise
|
What is Financial Planning?
You may be curious about a Career in Financial Planning. Unfortunately, it is very difficult to find information about What Financial Planning actually is. Most pages on the internet just talk about How to get into Financial Planning. The most authoritative source of information on Financial Planning is someone with real experience in it.
Founder Saral Agarwal invested 5 years & 2 months in Financial Planning. According to Founder Saral Agarwal, Financial Planning is:
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.
How Founder 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.
Founder Saral Agarwal's Talk on Financial Planning |
|
| Starts with what is: | |
| 1) | Financial Planning |
| Next, it covers Education. This Talk is unique because it talks 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. It defines Education in terms of following items for Financial Planning: | |
| 2) | CFP |
| 3) | Fundamentals of Finance |
| 4) | Money Market & Stock Market |
| 5) | Traditional Ways of Investing |
| 6) | Real Estates & Physical Assets |
| Then, the Talk focuses on the most important component that is Skills. Skills are the most important factor determining success in a Financial Planning. It details these topics within Skills for Financial Planning: | |
| 7) | Analytical Skills |
| 8) | Practical Exposure |
| 9) | Observational Skills |
| 10) | Networking Skills |
| 11) | Communication Skills |
| 12) | Time Management |
| 13) | Conviction |
| 14) | Patience |
| It is important to get an understanding of the Positives of Financial Planning. The Talk discusses following Positives of Financial Planning: | |
| 15) | Balanced Work Life |
| 16) | Low Investment |
| 17) | Personal Growth |
| 18) | Strong Networking |
| 19) | Knowledge Updation |
| 20) | Contribution to the Society |
| It is important that one develops a fair understanding of the Challenges of Financial Planning: | |
| 21) | Initial Struggle |
| 22) | Government Policies |
| 23) | Handling Emotions |
| 24) | Uncertainties |
| 25) | Economies of Scale |
| In the final section of the Talk, Saral Agarwal talks about How a day goes in a Career in: | |
| 26) | Financial Planning |
Install the LifePage App to:
- (for Free) Watch Founder Saral Agarwal’s full Financial Planning Career Talk
- (for ? 100 or ? $ 1.4) Do a Self Assessment on Financial Planning to calculate your Dream Index, which is defined as:
According to Saral Agarwal your chances of success in Financial Planning is __%
- Access your personalized Dream Index Report which will have all your Dream Indices sorted in descending order.
How to get into
Financial Planning?
If you are want to get into Financial Planning, start by investing in a Career Plan.
The 14 hour process, guided by a LifePage Career Advisor, will help you introspect and check whether your interest in Financial Planning is merely an infatuation or is it truly something you wish to do for the rest of your life.
Next, your Career Advisor will help you document how you can get into Financial Planning, what education and skills you need to succeed in Financial Planning, and what positives and challenges you will face in Financial Planning.
Finally, you will get a Career Plan stating which Courses, Certifications, Trainings and other Items you need to do in the next 7 years to become world’s best in Financial Planning.
LifePage Career Plan
14 hour personalized guidance program
Your LifePage Career Advisor facilitates your guided introspection so that you systematically explore various Career options to arrive at a well thought out Career choice.
Next: your Advisor helps you figure out how you will get into your chosen Career and how will you develop the skills needed for success in your Chosen Career.
LifePage Plan will not stop at saying "to become an Architect study Architecture". It will guide you on which Certifications, Trainings and Other items you need to do along with your Architecture education to become the world's best Architect.
Links for this Talk
LifePage Career Talk on Financial Planning
[Career]
https://www.lifepage.in/careers/financial-planning
[Full Talk]
https://lifepage.app.link/20190528-0002
[Trailer]
https://www.youtube.com/watch?v=S2yQv76EcEQ
(Financial Planning, Saral Kumar Agarwal, Saral Enterprise, Founder, Wealth Management, Finance)