Financial Planner Test
Click here to learn more about our online Financial Planner Test.
Pre-Employment Test
Purpose:
RA’s Financial Planner tests will help you identify job candidates with the capacity to make sound decisions based on large amounts of information, while creating strong relationships with clients. High performing financial planners are stable, reliable and detail-minded individuals who can be trusted to manage assets with integrity.
Select From These Options:
Financial Planner Test
Express
$35
This assessment includes many of the personality traits also found in the Comprehensive test version, but has:
- A shorter set of personality trait measures
- A timed test of General Reasoning
- No open-ended section
Financial Planner Test
Core+
$45
A pre-hire screening created for financial advisor candidates in a variety of work environments. The test battery includes:
- 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 test content to meet your specifications.
Target Group:
We recommend using this test for the positions of Financial Planner, Certified Financial Planner (CFP), Financial Advisor, Financial Consultant, Wealth Manager, Wealth Planner, and Financial Services Representative, among other roles in financial management settings.
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 ____________. | (A) transportation | ||
Sample numerical reasoning item: Which number comes next in this series? 3 6 9 19 22 25 | (A) 32 | ||
Sample abstract reasoning item:
Which figure would come next in the series?
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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:
| Less Desirable Behaviors | Test Content | Desirable Behaviors |
|---|---|---|
| Slow to learn new tasks, handles limited amount of information at one time | General Cognitive Aptitude | Quick learner, make complex decisions easily |
| Slower to learn – Not very observant | General Reasoning* | Quicker to learn; observant & insightful |
| Argumentative, contentious | Agreeableness* | Easy to get along with, amiable |
| Hesitent, threat sensitive, asks for direction | Assertiveness* | Willing to make judgements / decisions with confidence |
| Fails to live up to promises | Conscientiousness* | Reliable, dependable |
| Not service minded | Customer Service Orientation* | Enjoys serving people |
| Overreacts to stress, gets upset easily | Emotional Stability* | Calm, level-headed, handles stress well |
| Lacks intuition about others’ feelings | Empathy* | Sensitive to others’ feelings, empathetic |
| Quiet, satisfied with minimal social interaction | Extroversion | Outgoing, sociable, talkative |
| Bends rules to suit self | Integrity* | Strong ethical principles |
| Cares mainly about salary and perks | Intrinsic Motivation | Enjoys coming to work |
| Sticks with tried-and-true approaches, resistant to new ideas | Openness to New Experience* | Enjoys learning and new ideas, innovative |
| Negative attitudes, gives up easily | Optimism* | Cheerful, upbeat, persistent |
| Careless, disorganized | Orderliness* | Organized, planful |
| Doesn’t want to coordinate with others | Teamwork | Able to coordinate and work cooperatively |
| Very interpersonally sensitive | Tender-Tough Minded | Fact-based thinking style / less empathetic |
| Does the minimum | Work Drive | Willing to go the extra mile |
(Note: the asterisk (*) denotes that the personality dimension is included in the Express version of the test.)
