Financial Planning

Saral Agarwal | Founder | Saral Enterprise

What is Financial Planning?

You may be curious about a Career in Financial Planning. One should first understand What a Career in Financial Planning entails before investing time and effort to figure out How to start a Career in Financial Planning. The most authoritative source of information on Financial Planning is someone with real experience in it.

Founder Saral Agarwal has worked in Financial Planning for 5 years & 2 months. Founder Saral Agarwal defines 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.

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. In this Talk Education was discussed as theoretical topics needed to excel at Financial Planning, and not as Qualifications needed to enter Financial Planning. It explains Education needed in Financial Planning with these items:
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. Sills and success in Financial Planning go hand in hand. One needs to get a hold of essential skills. Here is a list of Skills required 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

Positives of Financial Planning motivate one to work hard for the same. The Talk goes through this list of 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

Founder Saral Agarwal's LifePage:

[LifePage]
https://www.lifepage.in/page/saralagarwal

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)

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