CIWM
The Center’s full name is Center for Investment and Wealth Management
FALSE
Why do we use Asana?
Consistency: Shared information & timelines place
Accountability: Clear ownership and due dates
Transparency: Everyone can see progress
Centralization: All instructions, files, and updates in one place
TRS: When do you have to submit your timesheet?
Every other Friday
What is the dress code for any outreach event?
Must wear a CIWM shirt or polo
What should you do before clocking in once you arrive at the office?
Say "Hi" to FTE
What is quote we say when it comes to punctuality?
"Early is on time, on time is late, late is unacceptable!"
T or F: Interns mark the task complete once they finish.
FALSE:
When finished, task status is changed to Ready for Review so staff can verify completion.
What should you include in the title of any new document or canva design you create?
[25/XX] [Program] [Purpose]/[Description]
How long should a pitch be?
30 sec-1min
T or F: You can use the FTE computers
Yes, if the FTE is not in office.
Name everyone who is on the CIWM team (Pro staff and Interns)
FTE: Adriana, Daisy, Evelyn, Danica
F&O Interns: Henry, Tyler, Ethan
M&O Interns: Natalie, Sahil, Tim
Name one commenting expectation for Asana.
1. Review Recently Assigned and move tasks to the right section.
2. Change status to In Progress once you’ve started and add notes in comments.
3. Always hyperlink files in comments (e.g., 25 LIFEvest Student Data → link).
4. Comment progress, blockers, or next steps → then set to Ready for Review.
How much of a notice should you give your manager to request time off?
At least 2 weeks
Give an example of an interaction once you complete your pitch with your audience?
Where are the boothing items and the Copy room located?
Boothing items: Bookshelf in Adriana's office and separated in organizers
Copy Room: On the other side of the floor across the water station
List 3 of the CIWM UG Initiatives
1. Personal FinANTs
2. ITG/SMIF
4. UC Investments
5. Stock Market Competition
6. LIFEvest RA Position
7. Bloomberg Trading Lab
What is the difference between a main task and a subtask?
Main Tasks – Individual action items with assignees, due dates, and relevant instructions/files.
Subtasks – Smaller steps that break down a task into manageable pieces.
Explain the steps you would take when CIWM Outlook receives this email.
" I am interested in sharing information about LIFEvest to our students at University HS, who is the best person to connect with?
1. Reply with " Thank you for your inquiry, I have looped in Daisy and Danica to further assist you with your request.
Sincerely,
name"
2. Mark as read
3. Move to 25/26 LV folder -> Outreach
Demonstrate a pitch about Personal FinANTs to a UCI student.
1. Was there a hook? "Do you like money?"
2. Listed the highlights of the program?
3. Mention that it is FREE?
4. Mentioned that it is self-paced?
When should you update the CIWM inventory?
whenever items are received, used, or removed.
Name 5 programs CIWM hosts
1. LIFEvest
2. IFPY
3. LAMP
4. CPC
5. LIFEvest Alumni
What are the steps when assigning yourself tasks in Asana?
1. Assign tasks to yourself so they appear in My Tasks.
2. Add a due date
A UCI student walks into the CIWM and asks to use the lab, what do you do?
1. Have them complete the "Walk-in form" that is on the door
2. Open the Response form
3. Escort to the lab and explain to them the rules for using the lab (No propping the door, not letting anyone else in etc)
Demonstrate a pitch about LIFEvest to a 9th grade student.
1. Was there a hook? "Do you like money?"
2. Listed the highlights of the program?
3. Mentioned important dates?
4. Shared contact info?
What are the closing responsibilities of the CIWM Conference room?
Conference Room Closing Checklist