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Financial Planner Test

Click here to learn more about our online 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 This Test: This test will take most candidates approximately 65 minutes. It consists of 3 parts:

  • An untimed personality assessment
  • An untimed General Cognitive Aptitude Test (includes verbal, numerical, and abstract reasoning)
  • An untimed set of open-ended statements to which the candidate has to type in a short answer

What the Report Gives You: A graphical display of personality trait scores, feedback regarding strengths and developmental concerns, an explanation of aptitude results, a display of narrative responses given to the open-ended statements, and suggested interview questions.

Testing Process:

  • Immediate score report upon completion.
  • Proctoring desirable but not required.
  • The use of mobile phones is discouraged.

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 Personality Item:

For the statement 
on the left
I feel very strongly about it
I feel it describes me most of the time
I can’t decide between the two statements
I feel it describes me most of the time
I feel very strongly about it
For the statement 
on the right
People at work would say I focus on the upside of plans and downplay the possibility of problems.
People at work would say I always focus on what can go wrong.
Sample Questions for General Cognitive Aptitude Test

Sample verbal reasoning item: House is to dwelling as car is to ____________.

(A) transportation
(B) traveling
(C) speed
(D) automobile
(E) mechanical

Sample numerical reasoning item: Which number comes next in this series? 3 6 9 19 22 25

(A) 32
(B) 35
(C) 52
(D) 15
(E) 28

Sample abstract reasoning item: Which figure would come next in the series?

Sample Question for Open-Ended Statement

The three things I want most from my job are...

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

The Financial Planner Test Evaluates:

Financial Planner Pre-Employment Test

Validity Information: Click here to view RA's Technical Manual for details about test dimension development, reliability & validity.


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