Financial Planner Test
The Financial Planner Test is a comprehensive online screening battery designed to identify stable, high-integrity candidates who can build strong client relationships and make sound asset management decisions. Taking approximately 2 hours to complete, this untimed assessment features a robust three-part battery: a 139-question personality inventory, a 44-item test of mental ability (equally split across verbal, numerical, and abstract logic), and 46 open-ended statements requiring short typed answers. It helps wealth management firms, banks, and advisory practices look past unverified resumes to secure trustworthy professionals who can handle dense financial information, delivering immediate online reporting.
About this Test
Hire the right person with the Financial Planner Test and identify candidates who make sound decisions, create strong relationships with customers and be trusted to manage assets.
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.
What It’s Best Used For
- Advisory & Planning Selection: Screening new external job seekers or benchmarking existing employees for client-facing financial roles like Financial Planners, Wealth Advisors, and Investment Consultants.
- Evaluating Integrity and Trustworthiness: Identifying stable, highly ethical individuals who can be implicitly trusted to manage sensitive client assets and wealth portfolios with complete integrity.
- Assessing Relationship-Building Soft Skills: Vetting an applicant’s natural interpersonal capacity to build rapport, communicate clearly, and establish deep, long-term bonds of trust with clients.
- Measuring Complex Cognitive Agility: Testing fluid logic and data-processing speeds using a balanced mix of language mechanics, commercial mathematics, and geometric abstract problem sets.
- Auditing Written Workplace Composure: Reviewing a candidate’s actual typed, narrative feedback to 46 open-ended prompts to gauge their professional communication style, consulting philosophy, and logic.
- Structuring In-Depth Advisor Interviews: Minimizing recruiter preparation by leveraging instantly generated online scorecards that outline specific behavioral strengths, growth areas, and tailored interview questions.
About the Test
This test battery has three parts:
- 139-question untimed personality inventory
- 44-item test of mental ability (equally divided among verbal, numerical, and abstract reasoning questions)
- 46 open-ended statements to which the candidate must type in short answers.
This untimed test takes approximately 2 hours to complete.
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. We can also help you validate an assessment for your workforce or establish company-specific scoring.
Validity Information: Available upon request.
The Financial Planner Test Evaluates
Additional information
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