Example of a Learning Plan for Internships

Learning 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. | > 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