Identifying A Profile Of Key Competencies For Financial Planners

In order to provide quality professional education programs to advance knowledge, skills and competencies of individuals in the financial services industry and in continuing education courses, there is a need to identify a professional’s key competencies profile. In recent years, many financial planning associations worldwide have become interested in establishing competency-based requirements for certifying professionals and have adopted competency-based approaches for continuing education. The purpose of this paper is to identify a profile of key competencies for financial planners.  The empirical study is carried out through a stratified survey of financial planners within insurance companies, commercial banks, consulting firms, credit unions, security dealers and brokers, trusts and independent professionals.  More than individual knowledge or skills, this research views professional competence as result-oriented, expressing an optimal mobilization and use of resources available in the multidisciplinary areas of financial planning, according to professional standards and in harmony with best practices to achieve customer satisfaction. The research design presents an innovative conceptual framework which facilitates the identification of a profile of key competencies for financial planners. Findings enable an advance in knowledge, both at an academic and a professional level, by identifying a profile of twelve specific dimensions of key competencies for financial planners within the financial services industry

Research and teaching activity in UK occupational physicians

Background: For all doctors, including occupational physicians (OPs), research and teaching are considered core requirements of medical education and continuing professional development. Academic skills are also vital to evidence-based practice and advancement of occupational health (OH) as a specialty. In recent years, attention has focussed on the declining UK OH academic base and the research– practice gap, and increased practitioner participation in research is encouraged. Aims: To establish a baseline of research and teaching activity among UK OPs, identify related barriers and inform strategies to overcome them. Methods: An online survey including specific career profile questions derived from consensus following expert panel discussions. It formed part of a larger Delphi study on UK OH research priorities. Results: We received 213 responses, about 18% of 1207 practising UK OPs. Of these, 162 (76%) undertook research at some career-point, of which 44 (27%) were currently research-active. Similarly, 154 (72%) undertook teaching at some career-point, of which 99 (64%) were currently teaching-active. Of those who had never undertaken research (n = 51) or teaching (n = 59), 40 and 42% were interested in doing so, respectively. Key barriers were lack of time and opportunity, the former particularly for respondents practising in industry, where ‘commercial’ demands take priority, rather than healthcare. Conclusions: This study establishes a benchmark of academic activity among UK OPs and identifies related barriers. These ‘target’ barriers can shape research funding priorities and education to increase participation and develop the UK OH academic base

We're Education ... You're Semiconductors: Improving Worker Skills Through Employer-Community College Partnerships

Economic expansion and technological change are increasing the demand for skilled workers. Much of our education and workforce development policy focuses on the skills people acquire before they start working. But it is also important for workers to continue their training once they are on the job in order to perform company-specific tasks, keep pace with new technology and become more productive employees. This report describes how several major employers are partnering with community colleges to provide training that upgrades the skills of their workers. The report offers key lessons for both employers and community colleges about how to structure their relationships, and about what these very different entities can and should expect from each other

Funeral Services: The Industry, Its Workforce, and Labor Standards

CRS_February_2005_Funeral_Services_Industry_Workforce_Labor_Standards.pdf: 7801 downloads, before Oct. 1, 2020

Improving the PhD through provision of skills training for postgraduate researchers

Postgraduate research degrees in some systems, such as the UK, can be almost exclusively research based, with little formal, compulsory taught component. Government reviews recommend 10 days per year training in generic or transferable skills to ensure the suitability of doctoral graduates for employment. Professional bodies stipulate a commitment to continuing professional development as a requirement for chartered or accredited status. This includes The Chartered Society of Forensic Science and the British Association for Forensic Anthropology, as well as institutions for related fields such as The Institution of Engineering and Technology. Increasing numbers of universities therefore offer skills training programmes. Research students were surveyed to investigate their attendance and views on non-mandatory training courses, and only 33% of students agreed that all training needs were covered by their degree. However, in contrast to the recommended training commitment, over a one-year period students attended a mean of 5.5±0.7 training days, with 12% attending no training. Responses indicate a significant demand for increased training in management, consistent with government reviews; however, this work also indicates that provision of technical training should be addressed.Short course availability, design, delivery, promotion and recognition are discussed in relation to improving student uptake to reduce to the discrepancy between attendance levels and recommendations or aspirations