SWOT Analysis

Now that you’ve learned a bit more about the finance industry from the experts - can you complete
this SWOT analysis below? Think of a strength, weakness, opportunity and a threat relating to any of
the companies you’ve heard from during this event - or even the finance industry itself. Good luck!

Strength Weakness

Opportunity Threat

Strengths and Weaknesses

0
Now that you’ve heard about the range of roles available for students like you - it’s time for you to take the lead.

Whatever it was you liked the sound of, what skills did the employees say you’d need to excel in it? Once you’ve got an
idea of the skills needed, fill in the table below with a skill you’re already good at, one you’re not so good at and a way
you could transform this weakness into a strength.

Job Strength Weakness How to improve

Career Roadmap

1
Now that you understand a bit more about the routes available into finance, it’s over to you! Using the steps below,
write down where you are now (your current self), the steps you’re going to take throughout your career and where
you want to be in the future (your future self).

Current self -

Step 1.

Step 2.

Step 3.

Step 4.

Step 5.

Future self -
Daily Planner

2
Now that you’ve listened to some employees talk about their daily responsibilities and tasks - why don’t you have a go
at filling in a daily planner? Using the template below, fill in the sections and envision a day-in-the-life of a financial
professional. How would you spend your time?

Time Activity

7 am

8 am

9 am

10 am

11 am

3
12 pm

1 pm

2 pm

3 pm

4 pm

5 pm