Financial Planner Test

Pre-Employment Test

Purpose: This test helps you identify Financial Planners with the skills to make sound decisions based on large amounts of information, and create strong relationships with customers. Good Financial Planners are stable, reliable individuals who can be trusted to manage assets with integrity and work hard to make money for their clients.

About the Test: This test has three untimed parts, and takes approximately 2 hours to complete.

• An untimed personality test
• An untimed test of general cognitive aptitude (equally divided among verbal, numerical, and abstract reasoning questions)
• Open-ended statements to which the candidate must type in short answers

What the Report Gives You: A graphical display of scores of areas covered (see chart), explanation of aptitude results, list of strengths and developmental concerns, and suggested interview questions.

Testing Process: Online personality testing provides immediate reporting. Proctoring is desirable but not required.

Options: Contact us to learn how we can customize the test content for your hiring process or the way information is presented in the report to meet your specifications.

(Sample questions differ from actual test appearance and do not contain real test content.)