Financial Planning Professionals help clients achieve life goals by applying financial strategies and advice. Yet, the “fuel” that feeds the financial strategies and advice is a person’s earnings capacity throughout their life. Career planning is a dynamic process that helps a person to successfully navigate changes in their life and career. The process involves gaining a better understanding of one’s unique traits, matching those traits to “best fit” career opportunities, and targeting or adapting to the career opportunities that help them achieve life balance and financial wellness.
Learning Objectives:
1. Understand the Career Planning process and how it can help clients achieve greater financial capital and life balance;
2. Identify the critical elements of exploring and choosing a “best fit” career;
3. Recognize the most common “turning points” in life where Career Planning can help clients successfully navigate through career-related challenges and opportunities
4. Observe, through real life case studies, the impact of career planning on the lives of clients.
