How a finance course used a reflective qualitative assignment to encourage a shift in mindset and a broader learning, Patricia Perlman-Dee

How a finance course used a reflective qualitative assignment to encourage a shift in mindset and a broader learning, Patricia Perlman-Dee

1. How a finance course used a reflective qualitative assignment to encourage a shift in mindset and a broader learning Professor Patricia Perlman-Dee Alliance Manchester Business School 
University of Manchester  [email protected]

2. Set the scene A finance course – MBA course (also on apprentice) Assessment: a reflective essay discussing 3 areas; Trading and investing Client meeting and portfolios Holistic learnings for the future How to go about it??? 2 [email protected]

3. Why reflect? Part of Assignment Deepen understanding & learn But how to structure and evidence your reflection? [email protected] 3

4. Repko’s view (Allen Repko, 2009, Interdisciplinary Research: Process and Theory) “a process of answering a question, solving a problem, or addressing a topic that is too broad or complex to be dealt with adequately by a single discipline or profession Perspective taking [email protected] 4

5. Expert input Past: Presentation of reflective models Innovation: Expert input Decipher the assignment [email protected] 5 This Photo by Unknown Author is licensed under CC BY-NC-ND This Photo by Unknown Author is licensed under CC BY-SA This Photo by Unknown Author is licensed under CC BY-SA-NC

6. Ask yourself questions What did you do? How did you approach it? What was your approach based on? Why did you do it that way? How did it go? What in particular was good and bad about it? What feedback do you think others would give you? What did you learn from the experience? How would you do it in future? How does this relate to deeper learnings on the course? What are these? Does this learning have implications for how you will do things in future? Are there ways in which you now feel better equipped for challenges? 6 [email protected]

7. Planning and understanding what you are asked to do… You should discuss, compare and contrast different investment styles and how you applied this in practice during for example the trading session and the lessons learnt . This is not a repeat or a summary of yours or other factsheets. You should reflect and critically discuss your client meeting , your approach and actions for the meeting as well as your approach to researching assets as well as reasons for recommending or not recommending certain investments . Finally, you should reflect on the deeper overall learnings from the course , for example, how your view on what “risky” means and how this will possibly change your actions/attitude on a greater scale or any other major learnings you have taken away. The essay should follow a clear and logical structure with key points clearly explained and argued . 1200 words will make sure you take a focused approach. 7 [email protected]

8. Planning and understanding focus on the evidence The essay instruction gives very good guidance; your approach and actions for the meeting your approach to researching assets reasons for investment recommendations deeper overall learnings from the course impact on your actions/attitudes and how you will approach future challenges 8 [email protected]

9. Benefits of reflective assignment in a finance module Critical thinking in Financial Decision making Application of Theory Risk Assessment Personal Finance strategy Ethical considerations 9 [email protected]

10. Q&A Thanks! [email protected] 10 [email protected]