Financial Planner Test
Click here to learn more about our online Financial Planner 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 Personality Item:
|For the statement |
on the left
|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 ____________.
Sample numerical reasoning item: Which number comes next in this series? 3 6 9 19 22 25
Sample abstract reasoning item: Which figure would come next in the series?
|Sample Question for Short Answer|
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:
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