...CFA INSTITUTE RESEARCH CHALLENGE OFFICIAL RULES 2017 1 RULE 1: INTRODUCTION AND GENERAL PROVISIONS .................................................................................................. 3 1.1 CONFLICTS OF INTEREST.................................................................................................................................................. 3 1.2 PLAGIARISM .................................................................................................................................................................... 3 1.3 THIRD PARTY INTELLECTUAL PROPERTY RIGHTS............................................................................................................... 4 1.4 USE OF REPORTS ............................................................................................................................................................ 5 RULE 2: TEAMS ..................................................................................................................................................................... 5 2.1 TEAM COMPOSITION ........................................................................................................................................................ 5 2.2 TEAM MEMBER REQUIREMENTS ....................................................................................................................................... 5 2.3 TEAM MEMBER INELIGIBILITY .......................................
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...Marketing task As I stated on the phone, nominal marketing will be a peripheral aspect of the position. While I do not expect a formal marketing proposal, I am looking for someone that can think outside the box and help me to grow the practice through various marketing tools, as well as manage the day to day scheduling and office duties more typical of an administrative assistance. I recognize that I am asking the person that assumes this position to wear multiple hats, mostly because I have been wearing those multiple hats myself for the past 9 years of my independent practice. I have included some basic information about my practice, applications of my services, as well as typical fees for service. Think outside the box and be creative in developing a few potential marketing strategies that you think might work well for my practice. Please recognize that I am critiquing you more on work product (accuracy of information and thoughtfulness of proposals, along with your creativity) in addition to your writing and organizational skills on this exercise. I look forward to seeing what you develop and to meeting you during our interview time next week. My practice is typically composed of 10-12 sessions per week. Sessions are a mixture of individual, couples, and family sessions. I am looking to develop a greater basis for psychological evaluations and potential forensic involvement in custody evaluations for divorcing families. I have developed evaluations that focus on...
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...The case study given is about a fresh graduate, Mr. Rakesh Sharma joined Modern Industries Ltd. (MIL) in Bangalore as a trainee against a projected vacancy in the Paints Application Department for one-year training. Mr. Sharma has been performed very well. The Department Manager and the Training Manager were satisfied with his performance in the first two quarters. However, when stepping in to the third quarter, Mr. Sharma raised an issue about curtailing his training period. The request has not be entertained and Mr. Sharma's behavior started to change and became unacceptable. Counseling session and warning letter have been issued to him and the situation did not turn good. One of the primary objectives of the Training Department is to recruit who have good potential and train them to be effective persons in different department. The Training Manager clearly known that Mr. Sharma is a potential trainee but he failed to train him in different department and caused Mr. Sharma only have one choice of department to stay which is the Paint Application Department. The Training Manager have to struggle on his rational decision whether to terminate or not to terminate Mr. Sharma. There are five issues discussed in this report. These five issues are the main causes to the problem that the Training Manage has to decide whether he should terminate Mr. Sharma or not. The five issues are communication, employees behavior, compensation and benefit, company policy, training and development...
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...The Regional Human Resource Generalist/ Trainer for Whole Foods Market would be a position that I would like to possess. The position will be a support to the Company’s Regional Team Members apart of the Human Resources related functions as well as the training and development . This position will support the Regional Team Member Services Team in Human Resource related functions and Team Member training and development activities in the South Region. This includes Payroll and Benefits Specialist Training, resolving payroll and benefits issues, facilitating regional open enrollment, troubleshooting employment issues, investigations, and assisting with HR recordkeeping audits. Greater than 50% travel. Once obtaining this position of the Regional Human Resource Generalist, I would make a few goals that would help me better serve in the position. The position consists of many responsibilities so setting goals to meet the responsibility would be a tactic I would first take so that I am not feeling overwhelmed and spread myself to thin. Breaking down the responsibilities Human Resource Trainer Human Resources Trainer Job Description Develops and runs training programs for employees of industrial, commercial, service, or government establishment. Confers with management to gain knowledge of work situations requiring training for employees to better understand changes in policies, procedures, regulations, and technologies. Develops teaching outline and determines instructional...
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...An organization needs to have training programmes to achieve certain objectives that the company needs to progress in the direction to reach the company’s goals that it has set. The training has to be systematic so that it will be effective. The purpose of a systematic approach to training and development is to access if the training and development has met the training objectives. The other purpose is also to determine if the organization managed to get their return on investment in the training and development. Training and development is linked very closely to the performance in an organization and it is through this process that the company will be able to meet the current or future manpower needs. In an event that there is a gap in the performance of the employees and the organization goals, that is where training will be needed. The organizational needs that will cause the management to conduct training include skill shortages due to ageing population, employees performing poorly, company decide to produce new products, apply new technology, or design new jobs because these changes tend to require new skills. At times the company maybe prompted by outside forces, such as customer requests or legal requirements. The first phase is the training needs assessment phase. In this phase, the training objectives are established. This beginning phase is very important, as it is in this phase that we access what is the direction or mission of the training programmes. In this...
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...Part 3: Business Quality – 5 Practice Principles By: Gautam Borah Abstract: “Business Quality – The Fundamentals”, is the first treatise in the series of Business Quality. The first part contended a new Postulate on Quality which addresses the need of an organization and customer in the current global scenario of business. The title “Business Quality - The Delivery Model” is the second treatise on the subject of Business Quality. This is the third part titled “Business Quality – 5 Practice Principles”. This part delineates the principles on which the Business Quality is predicated. The treatise proposes 5 principles which can help an organization to create the DNA of Business Quality. Introduction The first treatise in this series of Business Quality discussed the notion of Quality in the context of current global business environment and a new postulate has been reprised. The second treatise delineated a Delivery Model for the postulate. This article is the Part 3 of the same series which illustrates the Practice Absolutes of Business Quality. The intrinsic notion of the practice principles The principles presented in this article are at practice levels. Unlike strategic principles, the practice principles aim at execution and will assist the organizations to build a culture of business Quality. Besides, practiced with a suitable monitoring and measurement system, these principles will act as the operational building blocks to sustain the Business Quality initiative...
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...Article Critique Training is the Answer…But What Was the Question The author’s main objective of this article is to ask the question of whether training really works or not. Mr. Rosner looks at how managers were being trained in order to develop the employees that they managed. This article also speaks about the mindset of personnel that attend training. Rosner states, in the words of Bob Pike, president of Minneapolis-based Creative Training Techniques, “Most people come to training with one of four mindsets: as a learner, a networker, a vacationer or a prisoner” (Rosner, 2009). These mindsets that people possess can make the training better or worse for the people attending it. If they come in with a learning mindset then they tend to more focused on what they are about to learn. They are more involved in the training and understand what they are there for. The networker mindset person is there for learning but they want to network with other people within the class. They are looking to make connections in order to have more connections for a later date, maybe for a better job or for something they may need in their current company. The vacationer mindset person is there to get away from everything not to learn. They want to get away from the office and enjoy their time away. The prisoner feels as if they were forced to be there and they come in mostly with a closed mind about the training they are attending. Rosner also speaks about some problems that people have within...
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...LEON GUINTO MEMORIAL COLLEGE, Inc. 442 Mabini Street Atimonan, Quezon (Recognized by the Government) No. 010 s. 1986 …teaching minds …changing lives …moving forward June 24, 2013 Rosvyl Claudia E. Esposo Chief Internal Auditor Rural Bank of Atimonan, Inc. Atimonan, Quezon Ms. Esposo: Greetings! Leon Guinto Memorial College, Inc. aims at the total development of its students instilled with knowledge, skill and values in order for them to be globally competitive individuals and actively contributing members of the society. In light of the aforementioned, we believe that as an institution given such responsibility, we must link up with companies who desire the same passion with us in order to update, upgrade and make the education of our youth more relevant to the actual needs of the industry. As part of the curriculum of our college, the College of Business and Accountancy is partnering you and your respected company to attain our shared vision through the Student Apprenticeship Program (SAP). This would give them the chance to be exposed to the actual working environment and apply the theories and principles they learned from their studies. Moreover, this particular subject is a partial fulfillment of their requirements for graduation. As a well established company, we believe that you are our perfect partner in achieving the objectives of our SAP. In this connection, we would like to request your office to accommodate some of our...
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...of the not-so-nutritious diet made available to them in their hall mess & canteen. Our campus provides quality food at hostel level, no doubt. But those people who follow a rigorous routine of workouts, gym, road-running, weekly matches, this mess food doesn’t guarantee the total nutrition that should be. Nutrition drive is being initiated with this motive only. The Games & Sports Council wants every deserving player of its contingent to get the maximum benefit. How to begin? Every 6 days a week, from 8 30 to 9 30pm a juice stall would be booked in front of hall 3, specifically for sports people. The stall owner would be given a list of captain’s & vice-captain’s name on it. Students who are regular in practice and have attended the practice session on that day can avail this facility, this would be done under the supervision of the captain or the vice-captain, one of them has to be present along with them. Every sport that our campus students play has a different strength than the other. To account for this, number of students who can benefit from this activity would be limited & the thing most important to this, only regular students can utilize this opportunity. There can be 3 different types of Juices that can be provided, namely pineapple, orange & any other seasonal fruit. Choice would be subjective to players. Benefits- The Objective of this nutrition drive is not only to provide students with the essential nutrition, but also ensure regularity...
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...Apprenticeships develop employees who can do many different tasks. They usually involve several related groups of skills that allow the apprentice to practice a particular trade, and they take place over a long period of time in which the apprentice works for, and with, the senior skilled worker. Apprenticeships are especially appropriate for jobs requiring production skills. Internships and assistantships are usually a combination of classroom and on-the-job training. They are often used to train prospective managers or marketing personnel. Programmed learning, computer-aided instruction and interactive video all have one thing in common: they allow the trainee to learn at his or her own pace. Also, they allow material already learned to be bypassed in favor of material with which a trainee is having difficulty. After the introductory period, the instructor need not be present, and the trainee can learn as his or her time allows. These methods sound good, but may be beyond the resources of some small businesses. Laboratory training is conducted for groups by skilled trainers. It usually is conducted at a neutral site and is used by upper- and middle management trainees to develop a spirit of teamwork and an increased ability to deal with management and peers. It can be costly and usually is offered by larger small businesses. Trainers Who actually conducts the training depends on the type of training needed and who will be receiving it. On-the-job training is...
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...As we can see, art and religion is present in the relic, “The Golden Tara”. The religious culture is manifested by a sculpture, or an idol, showing the artistic capacity of the civilization many years ago. This practice is still present in our time today, similar to the paintings and sculptures of many diverse religions. The discovery of these ancient tools is a proof of technology being used and developed long ago. We already had these basic tools long before we were discovered by different races. These also depict our ancestor’s simple standard of living. Having these tools proves that our ancestors were already looking for advancement in the way they live, and as they develop with time, even more technology is urbanized and more knowledge is unveiled. The practice of Trade has been long present since before the coming of the Spaniards. Evidence of this practice are the Chinese ceramics that were uncovered from some places in Cebu. Trade has always been a major player in the economy, and trading doesn’t only mean exchange of goods, but also exchange of knowledge. Warfare has always played a role in many societies. Most of them are caused by conflicting tribal affairs, protection of power, and ownership of land. In some places of Cebu, some traces of war artifacts are found, proving that warfare was present in the bygone times. Some tools and weapons were excavated and it can also be seen that warfare was of great importance during their...
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...skills and knowledge to drive a vehicle safely to successfully pass their G2 examinations. Content of training program: The program will cover all aspects of driving including manoeuvring, parking, city and rural driving, lane changes, parallel parks, three-point turns, uphill/downhill parking, roundabouts and intersections. Intended Training Methods: The trainee will observe trainer as he/she models the desired behaviours for driving before the trainee takes the seat, and any time requested by the trainee to demonstrate how to perform tasks. Most of the training will consist of active practice which will allow the trainee to practice performing the task while applying all knowledge and skills during training (pg. 145). They will do this by physically taking charge in the driver seat and learn how to drive with instruction and guidance from the instructor. Conditions of Practice: Pre-training intervention. Most of the knowledge would already be gained by successfully completing G1 examinations (written knowledge exam) that is requirement in order to register for the training program. However, just before the start of every session,...
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...| ACKNOWLEDGEMENT UNIVERSITY OF MUMBAI INTRODUCES THE PROJECT WORK IN THE SUBJECT OF HUMAN RESOURCE MANAGEMENT INTEGRATION IN THE ACADEMIC YEAR 2013-2014. FOR THE STUDENT OF M COM PART-1.WE ARE THANKFUL TO UNIVERSITY OF MUMBAI. THEN WE ARE ALSO THANKFUL TO OUR PRINCIPAL OF M.P.A.S.C.COLLEGE. DR. GANESH THAKUR FOR THEIR BETTER CO-OPERATION FOR THE PROJECT WORK WE ARE ALSO THANKFUL TO MR. A. D. ADHAV, MR. P. K. KSHIRSAGAR AND DR. N. R. MADHAVI FOR GIVING US THE GUIDANCE IN OUR PROJECT. INDEX SR. NO | TOPIC | 1 | Meaning Of Training and Development | 2 | Concept Of Training | 3 | Training and Development Program Purpose, Objective and Goals | 4 | Important Advantages Of Training | 5 | Principle | 6 | Methods Of Training and Development | 7 | Step In Training Process | 8 | Training Process | 9 | Conclusion | MEANING OF TRAINING:- Training is the acquisition of knowledge, skills, and competencies as a result of the teaching of vocational or practical skills and knowledge that relate to specific useful competencies. Training has specific goals of improving one's capability, capacity, productivity and performance. It forms the core of apprenticeships and provides the backbone of content at institutes of technology (also known as technical colleges or polytechnics). In addition to the basic training required for a trade, occupation or profession, observers of the labour-market[who?] recognize as of 2008 the need to continue training...
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...Nelson’s Problem 1. a) What do you think is causing some of the problems in the bank’s home office? 1. Ruth Johnson who has been working at the bank’s head office for last two months did not know what the machine she is using is called or what is does. That shows that the bank did not give her sufficient training to familiarize herself with the name and the function of the machine. However, she did know how the machine works, but this doesn’t mean that she has been trained properly. A huge problem in the bank’s home office is the lack of a proper Training program. It can be an in-house training program especially designed for the new employees at the bank or a practical on-the-job training program. This will give new employees the change to practice, observe others, ask questions, learn from mistakes and familiarize themselves with the equipment that they are using. It is very important for the bank to utilize its available resources. In this case the supervisor could have given her proper, on-the-job training and informed and familiarized her with the name and function of the machine that she operates. 2. There is also mayor lack of communication in the bank’s home office. Ruth has been working there for almost two months and nobody has briefed or informed her on the name and function of the machine that she is using. The fact that Ruth’s supervisor or her colleagues did not notice that she does not know the function or name of the machine after she is has been using it for two months...
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...Why it is important for companies today to make their human resources into a competitive advantage. Explain how HR can contribute to doing this? In most businesses today, there are two main components, which are the people and the machinery to produce a products or services. The most important assets are the employees. The better the employees (efficient, smart, creative and etc.), the better the business. As stated in Karl Marx postulated on the labor and its relation to capital, basically the only real assets in the business are the people as they are able to create all things from natural resources. All things created started within the brain of man, therefore, all wealth should be distributed on an equal basis (last part of this postulate, "equal distribution" is wrong or a fallacy as all people are not equal in what they produce or contribute). Since HR is an important asset to any business, its play a role in contributing a competitive advantage to the business by providing its expertise in the areas such as: * Organizational development – by creating the value to meet customer satisfaction and developing a unique culture * Compensation and benefit * Managing change and facilitating training and development * Recruitment and selection of staff * Employee relations – by communicating with employees on any issue or concern, Furthermore, HR is also very important in building the capacity and capability of its people to achieve their full potential...
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