Representing Career for which element ?

[myfs_103216]

Hi, I would like to know the occupation of a Financial Planner is the representing career for which element ?

A financial planner is a person qualified to give financial advice to clients on life assurance, pensions, investment funds, and other financial products.

Your kind advice is very much appreciated. Thank you !

[Cecil Lee]

Dear Anon,

1. In the past, a butcher is a butcher, a merchant is a merchant. And job analysis is pretty easy to define.

2. For example in the past, a Chinese book-keeper involving in the counting of money e.g. metal coins can be considered under the profession of an accounting career. Thus, since, he or she is involved in money (coins) then, his/her career is associated with metal.

3. Nowadays, many of us are involved in multi-skilling i.e. we may not necessarily do one job but have various job-skills.

4. In general, we can classify the industry that you are in (Finance) as in the Metal element. But, a planner be it a finance planner or other planners is involved in "growth" or co-ordination.

5. Thus, if your job description has more (major) area in planning, then your CORE career is assocated with wood element. Wood element suggests growth.

6. However, if your career has a high skew or has much association with say doing programming (computer) or doing a Financial programming, then, it has more to do with the water element.

7. Nowadays, the two most common core skills are:

Fire element = Public relations, marketing and sales

Wood element = Co-ordination, training, adopting new technology

8. Thus, if you are a financial planner but your true career is associated with a "report-card" then, more likely, one's main area is in the Fire element.

9. For example, although one is suppose to provide "financial planning advise" but, you and I know that every month, the management has a report card that is served to us telling us that your monthly budget for sales is $1 milliion and each month one has to get that amount of sales.

10. In such a situation, although it sounds so very nice to say that we do "finance planning " for others but instead, we are "forced" to do Marketing or sales (Fire). If we fail, here, sooner or later (usually sooner) we may have to pack our bags and get shown the door -out - i.e. retrechment.

11. However, if we have the credentials e.g. has a Masters of Finance, then, is asked to do training, travellingin the bank or finance company, then, our career is associated with growth ie Wood element.

12. Therefore, I often emphasise that there is no right or wrong answer, here. More importantly, try to focus more on what is suppose to be our CORE JOB FUNCTION. And from, here, we should be able to classify our job into a specific area.

This is more accurate than just basing on the industry that we are in. The industry that we are in is a very broad term. For example, for those doing human resource or employee relations or are customer service officers, these group often belong to the "Earth element".

For those doing building management even in a Finance or banking industry, belongs to the Earth element.

Hope the above, helps.

Warmest Regards,
Cecil Lee

Quote

On 5/11/2004 9:03:10 PM, Anonymous wrote:

Hi, I would like to know the

occupation of a Financial

Planner is the representing

career for which element ?

A financial planner is a

person qualified to give

financial advice to clients on

life assurance, pensions,

investment funds, and other

financial products.

Your kind advice is very much

appreciated. Thank you !