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*1. Describe a situation where you had to deal with multiple tasks/projects within a tight
deadline. Explain the situation, your actions and the result.
Situation:
My last semester of master impressed me most as a result of a lot of tasks I must complete in
the limited time. In order to improve my professionalism CFA program was necessary for me
definitely. What’s more, I was still having a part-time job in Monkey King Group which is
the biggest immigration and education institution in South Australia and arranged a great
many of lectures for me with high student pass rate requirement. Besides, it was also during
the final exam month when I had four difficult courses like Portfolio, Financial Statement
Analysis and so on. Most importantly, I must get high distinction in final exam to meet the
tutor requirement of Monkey King. Therefore, three difficult tasks must be balanced in one
month. Finally, all tasks have been completed with a satisfying result. My arrangement was
as follows:
Actions:
Firstly, a perfect schedule must be made so I needed to distribute the reasonable time to my
part-time job, CFA program, and final exam. Most of time has been distributed to CFA
program from 8am to 5pm, the deadline of which was the earliest. From 5pm to 11.30pm was
my preview time of major courses such as preparing tomorrow lectures, tutorials and sample
exams. Finally, the teaching preparation of part-time job has been done at least two days in
advance after receiving institution’s notice. However, time was still not enough so I had some
methods to improve the efficiency in the limited time. Discussing CFA questions with exam
partners was proved to be a good method to conquer the difficult exam points. At the same
time, CFA online course was also the awesome learning resource, which helped me
organized the study plan. In terms of part-time job, company rearranged my teaching
schedule that arranged all lessons on weekend. Thus, the schedule has been improved by
above corrections.
Results:
Personally, this period was a big achievement for me. I passed CFA exam with 7As and 3Bs
and student pass rate peaked at 96%. Most importantly, 2 HDs and Ds were obtained in final
exam with No.1 student of Financial Statement Analysis. This period of experience is a
fortune in my life. Not only did I improve my professional knowledge but also it proved
multiple tasks were not impossible for me. Therefore, I will feel more confident with multiple
projects in the future.
2. Think of a situation where you have made a significant contribution to the team's success.
Describe the situation, your role and contribution, and the result.
Situation:
As a team member of South Australia we participated in the CFA Institute Global Challenge.
The competitor could not be the last year of university so it was a big challenge for usbecause we didn’t learn some major courses like financial statements analysis needed in
competition. Thus, group assigned the difficult task that I must study financial statement
adjustments in advance. However, studying a major course was not easy during a busy
semester.
Contribution & Result:
In order to complete my mission I went to the lecture of this course even if I did not choose
the course this semester. Besides, lecturer was so helpful to help me after knowing my
difficulties. Therefore, her consultations were the best time to discuss and resolve problems
relating to statement adjustments. At the same time, textbook was a predominant resource to
learn adjustment techniques. Thus, I begun to make the first financial statements adjustments
after enough discussion with the lecturer. After that, our group would discuss my first
adjustments and then corrected some disadvantages. Even though the later statement
adjustments have been done by all group members my first contribution played a key role.
Unfortunately, our group was unable to get the final but we tried our best. What’s more, not
only did I learn more professional knowledge but also I realized what we studied in
university is not enough to be a qualified financial analyst. Most importantly, so many
outstanding group members have become my good friends.
3. Provide an example where you creatively addressed a complex problem. Explain the
situation, your thought process, your approach and the outcome.
The experience relates to my part-time job. As I described above I had a part-time job in
Monkey King, the biggest immigration and education institution in South Australia. The
responsibility is to help some students, who were not good at finance and accounting course,
improve professional knowledge and prepare final exam.
Situation:
However, Monkey King has been facing the threat of new entrants and competitive rivalries
so marketing department had a big challenge about how to attract more clients. The
colleagues asked me to give some suggestions.
Thought Process & Approach:
Firstly, our main clients were Chinese students from three universities in South Australia so I
must understand when they need our help most and then try our best to help them. It was
beyond doubt that we should teach them how to adapt in new Australian life and study
difficult professional courses in university when they just came to Australia as a freshman.
Therefore, some welcome activities could be a good communication channel to make them
know the institution better. A free welcome lecture has been held by me where freshmancould ask me university studying like electives, Australian famous travel lines and local
culture and they all were so grateful for that. Obviously, we helped them in their hour of
greatest need without any charge so students remembered my company name since their first
day in Australia.
Secondly, some new students wanted to experience every tutor’s lesson without prepaying
lesson fee but we could not let everyone have lesson free. Thus, the short online Wechat
lesson could resolve it because they could have free lecture at home and learned some basic
course introduction. Students could get a brief understanding about tutor’s teaching quality
and style and then decided which one is better for them.
Results:
I observed that most of students took us as the first choice when they needed services like
immigration consulting and education because of above activities. The client number
increased sharply last year. For instance, student number of Principles of Finance rose by
200%.
