Personal and Professional Development

Personal and professional
development
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Table of Contents
Career plan.......................................................................................................................................3
INTRODUCTION...........................................................................................................................3
TASK 1............................................................................................................................................3
CONCLUSION................................................................................................................................6
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Career plan
INTRODUCTION
This presentation is related with the overall development of a person in an organisation.
This overall development includes personal and professional development. This presentation is
throwing light upon preparation of a career plan while discussing concepts like, First part of
preparation of career plan involves steps like identification of a specific area of study according
to skills and capabilities of an individual. Furthermore, next step is to analyse related planning
for chosen career option. There is next step of identification of qualities and capabilities that will
complement the completion of project. There is detailed discussion regarding challenges faced
by an individual in the process of carer planning and also about the possible solutions that can be
taken in order to overcome these challenges.
TASK 1
Describe a given professional field
Money is the backbone of any country and also business sector. To manage the flow of
money and also to carry out the procedure of planning in money matters is important. For this
purpose, role of financial planners come in force (Timmerman and Volkov, 2020). In this report
career planning is done in context of a very important job role and that is financial planner. A
financial planner is an individual who is helps in formulating strategies that will assist in
securing future in financial terms and also ensures current financial stability. In this role, a
financial planner reviews financial plans of clients and also recommend for making investment
and also suggest suitable saving plans. The plan can concentrate on various aspects such as
investment growth, wealth preservation or tax planning. Most financial planners work in either
comprehensive organizations or privately-held firms. Roles and responsibilities of a financial
planner are- providing services related to financial planning and also advisory services, doing
research and then presenting strategies related to investment, retirement is a big stage in an
individual's life and thus, financial planner plans for suitable retirement plans, implementing risk
management strategies and tax planning, coordinate estate planning, managing client
relationships, developing and looking for growth opportunities of business, preparing financial
policy and procedure documentation, etc.
Analysis of career planning
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