Career Action Plan and Self-Reflection: Personal Analysis, Action Plan, and CV

This report discusses the importance of self-reflection and career action plan in the banking industry. It includes a personal analysis of strengths, weaknesses, opportunities, and threats, an action plan to develop specific skills, and a CV for financial executives. The report also provides references to books and journals related to the topic.

Career Action Plan
and Self-Reflection

Table of Contents
INTRODUCTION ..........................................................................................................................3
TASK ..............................................................................................................................................3
A personal analysis.....................................................................................................................3
A career action plan....................................................................................................................5
CV...............................................................................................................................................6
CONCLUSION ...............................................................................................................................8
REFERNCES:..................................................................................................................................9
Books and Journals:....................................................................................................................9

INTRODUCTION
A career action plan determines as a dynamic planning document which is prepared and
managed by an individual, especially young ones to reflect their enhanced career developing
learning. This plan helps in establishing career goals, clarify the actions required to realise the
goals, make commitments to participating in the contrived tasks. Self-reflection or personal
reflection can be understood as taking the time to critically conceive about, excogitate and
provide serious though to the thoughts, behaviours, desires as well as motivations (Fletcher and
et.al., 2020). In the following report, a personal analysis of the individual has been done so that
they can know about the strengths, weaknesses, opportunities and threats. An action plan will be
made for the individual to develop or improve certain skills, abilities or knowledge. At last, CV
will be created to get a better job in the selective industry in which profile, knowledge, skills,
qualification and education, hobbies and much more are covered.
TASK
A personal analysis
Since, I have chosen the banking industry in which I seek more growth and development
opportunities for me, I needed to do an analysis for myself so that I can be able to know in what
areas I am good, where I need some development or improvement and much more. This can be
done with a personal SWOT analysis in which strengths, weaknesses, opportunities and threats
of mine are included. This will provide me a clear picture to achieve my desired goals and
targets. The following is the discussion of key skills, knowledge or abilities that I found
important for the career:
Strengths Weaknesses Opportunities Threats
 By analysing
myself I have
found that I am
good at
communication
as I can
effectively
 I have
observed that I
am not good at
solving the
issues and
problems of
my team
 Developing
financial skill
is the foremost
opportunity
that I have
found in my
personal
 Adaptability is
one bigger
threat to me as
I am afraid to
adapt changes
risen in the
business

share thoughts
and
perceptions to
other people. I
am good at
using phrases
and verbs that
makes me
serving clear
communication
and message to
others.
 Inter-personal
skill is another
strong point
that I have. By
sharing and
listening ideas
and views of
other people
helps me to
build inter-
personal
connection
which lasts life
long and also,
helpful in
finding career
opportunities.
members
which raises
questions for
my abilities for
the respective
job profile.
 I am weak at
managing team
work in the
organisation
which impacts
the
productivity
and efficiency
of business as a
whole. I am
poor at
assigning tasks
and
responsibilities
as per the
quality or
cognition of
employees.
analysis. In
banking sector,
mostly work is
based on
financial
factors in
which I needed
to develop
myself so that I
can effectively
prepare annual
reports and
other banking
transactions.
 Improving my
marketing
skills helps me
to promote the
banking
products and
services such
as credit cards,
debit cards,
loans and much
more to the
customers.
Also, I will be
able to
communicate
the information
about such
environment. I
find difficulty
to adopt new
policies and
procedures,
new tools or
technology to
work and many
more in the
banking sector.
As the changes
can be
happened in
any way and at
any time, I
should prepare
myself for the
same to
improve my
adaptability
skills.

services
effectively
while solving
their issues and
queries so that
they can get
best customer
services from
my side.
A career action plan
Specific skill to
be developed
Measurable (the
resources
needed)
Achievable
(potential
barriers)
Realistic
(evidence of
success)
Time bound
Problem-solving
skills
I will improve
this area by
observing other
leaders how they
treat, solve and
managing the
queries and issues
of their followers.
I will be
required to get
the right amount
of time to pay
attention on the
methods used by
other leaders.
Hence, taking
the right time to
observing might
be difficult for
me.
It will be seen by
the satisfaction
level of my
followers or
subordinates if
they find I
effectively
resolve their
problems.
One to two
years
Team-work
skills
I will try to
effectively
convey the clear
roles, duties,
together with
goals of business
so that team
members will
know what they
are required for in
the business. I
will also analyse
the skills and
talents of other
Managing team
work and tasks
leads to high
frustration and
anxiety if not
goes well.
The results and
outcomes of
assigned tasks
and
responsibilities
will show the
growth of this
skill.
2-3 years

people and then
delegate the tasks
effectively so that
results shall come
positive and in
company's favour
as well.
Adaptability I will try to keep
myself positive
and also try to
take things in a
positive way so
that it will help
me to get
motivated to
adapt changes as
an opportunity for
the development.
One barrier that
I have found in
improving this
skill is that fear
of failure as
what if I will not
able to adapt
changes and
ultimately, it
will affect my
career and job in
the respective
field.
If I will be able to
learn and take the
things positively
and will be able
to see growth
opportunities in
them will show
the success of this
area.
2 years
CV
A curriculum vitae or CV serves a summary of an individual skills and experiences. CVs
for entry level applicants are longer than resumes which has two or three pages. While, CVs for
mid level applicants who have accumulated countless publications tend to run much longer. The
following is demonstrated the CV of a financial executive to get the best available job in market:
Curriculum Vitae
(Financial Executive)
Eva Stone
Contact Details:
[phone]
[e-mail]
Profile: I have gained the experience of personal financial advisor who aims to successfully
manage speciality fiscal planning tasks from beginning to completion. Excels at interfacing
with employees at all levels to meet and exceed business objectives. Operates well in the highly
competitive environment in which good leadership skills are the key to success.
Highlights:
 Wealth planning

 Mutual funds
 Up-to-date knowledge
 Reporting and analysis
 Mutual funds
 Customer service
Work experience:
Personal financial advisor (2018- current)
XYZ Financial Group- New City, London.
 Promptly resolve the customer services and answer financial questions.
 Consult with clients to know their fiscal requirements and objectives and develop
growth plans.
 Exceed sales objectives for the banking products by 10+% each quarter.
Personal Financial Advisor (2015-2018)
Perkins Wealth Management- New City, London
 Optimised solid financial and market information to reinforce recommendations.
 Prepared fiscal performances reports detailing successful plan results.
 Sold bonds, stock and mutual funds to high net worth individuals.
Personal financial advisor (2013-2015)
Premier Financial Services- New City, London, UK
 Oversaw investments and proactively tackled clients funds.
 Met directly with clients to review documents and discuss financial planning options.
 Grew client base to top 7% for region in less than 18 months.
Education:
2017 University of London, United Kingdom
BBA (Finance)
Certifications and licenses:
Certified Financial Planner
Series, 6, 7 and 88 licenses
Hobbies:
Learning new things, travelling, listening music and reading books.
References:

CONCLUSION
It has been concluded from the above report is that self-reflection is very important for an
individual to know and identify the areas in which they required development or enhancement to
get the success in the chosen field. Banking sector is identified as one of the most prominent
sectors in which one can get a range of opportunities to grow and fulfil their dreams. A personal
analysis assists an individual to know about his or her strengths, weaknesses, opportunities and
threats. By analysing all the key areas, they may know which areas needs to develop and enhance
to grow in the desired domain. A career action plan acts a document which is made for the
person to know what skills or areas they need to increase, what are the resources or methods
available to grow in that area, what are the potential barriers and how they can measure the
success. Time frame is also covered in this plan so that the person may know at what time period
they can attain those objectives and targets.

REFERNCES:
Books and Journals:
Fletcher, K.A. and et.al., 2020. PERSONALITY ASSESSMENT AND PHYSICIAN
LEADERSHIP: USING DATA-DRIVEN SELF-REFLECTION FOR
PROFESSIONAL DEVELOPMENT. Physician Leadership Journal, 7(1).
Hirst, G. and et.al., 2020. It’s not just action but also about reflection: Taking stock of agency
research to develop a future research agenda. Australian Journal of Management, 45(3),
pp.376-401.
Kim, J.H. and Shin, H.S., 2020. Effects of self-reflection-focused career course on career search
efficacy, career maturity, and career adaptability in nursing students: A mixed methods
study. Journal of Professional Nursing, 36(5), pp.395-403.
Maree, J.G., 2020. Innovative career construction counselling for a creative adolescent. British
Journal of Guidance & Counselling, 48(1), pp.98-113.
Mirvis, P.H., 2019. Increasing managers’ self-awareness through storytelling and mask-making.
In Preparing for High Impact Organizational Change. Edward Elgar Publishing.
Tirch, D., and et.al., 2019. Experiencing ACT from the inside out: A self-practice/self-reflection
workbook for therapists. Guilford Publications.
Walker, D., 2019. Encouraging Political Advocacy Through Historical Exploration and Guided
Self-reflection. Nurse Educator, 44(3), p.131.