Example of a Learning Plan for Internships

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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 time...
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