Example of a Learning Plan for Internships

ManagementLearning objectives for placement / Tasks to work on / Skills to devlop| Sources of Support / Resources| Potential obstacles| Time-scale aimed for| Level of achievement|  | Who can help? What resources do you need? | What will prevent you achieving your goals? |  | Did you meet your goal fully, partially or not at all? What stopped you from fully achieving it? | Analytical work and research-based projects using Bloomberg. | Several seminars at Bloomberg in Geneva, co-workers, existing data research in form of Bloomberg templates. Potential shortness of the time frame and shift of priorites.

| 3 months. | Yes fully. | Client advisory work and investment-related projects. | Co-workers’ experience and advice, existing value investing strategies and data wtihin the company, client dossiers and compliance data. | Potential shortness of the time frame and shift of priorites. | 6 months.

| Yes fully. | Administrative work. | Co-workers’ experience and advice. | Potential shortness of the time frame and shift of priorites. |

2 months. Yes fully.

| Quantitative and qualitative analysis of companies. | Co-workers’ experience and advice, data and facts about the different corporations, own research using the Bloomberg tool. | Potential shortness of the time frame and shift of priorites. | ;gt; 3 months. | Yes fully.

| Meetings with Hedge Fund managers and companies. | Co-workers’ experience and advice, necessary information about the hedge funds. | Potential shortness of the time frame and shift of priorites. | 6 months. | Yes fully.

Preparation of trading investments. | Co-workers’ experience and advice, clients’ account and portolio information, different tools to conduct the trrading processes. | Potential shortness of the time frame and shift of priorites. | 2 months. | Yes fully. | Portfolio management.

| Co-workers’ experience and advice, personal contact with clients and other relationship / porfolio managers. | Potential shortness of the time frame and shift of priorites. | ;gt; 6 months. | Yes fully. | Client meetings ;amp; presentations.

Co-workers’ experience and advice, background information of the client, the intention of my direct superviser. Presentation tools and own skills. | Potential shortness of the time frame and shift of priorites. | 3 – 4 months. | Yes fully.

| Assistance to relationship managers. | Experience, advice and orders of the relationship managers. | Potential shortness of the time frame and shift of priorites. | 2 months. | Yes fully. | Analysis of stock and bond issues.

| Co-workers’ experience and advice, research tools such as Bloomberg, own knowledge and valuations. Potential shortness of the time frame and shift of priorites. | ;gt; 3 months. | Yes fully. | Identify new investment possibilities. | Co-workers’ experience and advice, research tools such as Bloomberg, own knowledge and valuations.

| Potential shortness of the time frame and shift of priorites. | > 6 months. | Yes fully. | Analysis of mutual and hedge funds. | Co-workers’ experience and advice, research tools such as Bloomberg, own knowledge and valuations. | Potential shortness of the time frame and shift of priorites.

| ;gt; 6 months. | Yes fully. |