Financial Planner Test

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Pre-Employment Test

Pre-Employment Personality Test for Financial Planners

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 inventory
  • An untimed test of mental ability (equally divided among verbal reasoning, numerical reasoning, 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.

Validity Information: Available upon request.


The Financial Planner Test Evaluates:

Financial Planner Pre-Employment Test



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