Is Financial Planning a good Career option?




I am very curious about a Career in Financial Planning. For me understanding Why I want to choose a Career in Financial Planning is phenomenally more important than figuring out How to get into Financial Planning. In my quest to learn more about aCareer in Financial Planning, I found this amazing page: 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."Saral Agarwalhas a profile in a very interesting format on: 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 it�s competition. It is the process of framing financial policies in relation to procurement, investment and administration of funds of an enterprise."It was a very interesting video and I enjoyed watching it.


It was a welcome change to see the video touch upon Education as theoretical knowledge needed to excel at Financial Planning, and not merely as Qualifications needed to enter 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

Positives of this Career are quite interesting.
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

This disposition on a Career in Financial Planning was just the starting point of my research on LifePage. LifePage has created thelargest knowledge repository of Careersin 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 Talks on LifePage

I continued with my research on LifePage and thoroughly studied these links to gain more perspective:



Information about other Careers

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