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Career and Financial Planning

Career Planning

  1. Personal Background Assessment.
  2. Educational Qualification, Training Assessment and planning.
  3. Strength & Weaknesses Identification.
  4.  Career Path Identification.
  5. Short term goals identification.
  6. Long Term goal identification.
  7. Preparation for Career Plan.
  8. Detailed Career Planning.
  9. Execution of career plans.
  10. Achievement Assessment.
  11. Career Plan changes based on situations, achievement assessment results.
  12. Preparation for change Career path.
  13. Re-Skilling / Cross-Skilling.
  14. CV preparation and reference buildings.
  15. Training for career path change.
  16. Execution of changed career path. 
  17. Achievement Assessment.

Financial Planning

  1. Personal background assessment.
  2. Educational qualification assessment
  3. Family Condition Assessment
  4. Current Financial Situation Assessment
  5. Discussion about existing job / work
  6. Understanding Existing income details 
  7. Understanding Existing Expenses details
  8. Capability Assessment and Determination
  9. Discussion and Setting up goal
  10. Generating Financial Action Plan 
  11. Setting up short term and long term financial budget.
  12. Cutting expenses
  13. Creating Emergency and Medical Fund
  14. Suggesting alternate income sources / changes in existing work.
  15. Implementation of Financial Action Plan
  16. Tracking the progress of Financial Action Plan
  17. Yearly Achievement Assessment
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