Would you be willing to pay for all of your own licensing and recruit your own team?
Cfp Interview Questions
507 cfp interview questions shared by candidates
Why do you want to be a financial planner?
My school activity
Are you willing to sell ULIPs?
Can you meet a target of 4 clients every month?
The technical interview was difficult. Be prepared to cover all aspects of financial planning. The workshop audition was also tough. Don't over prepare content to deliver. They are more interested in your delivery of specifics and actionable items. The company is looking for candidates that can successfully convey their passion for financial planning and aligning with those who need help.
Name specific three job related competencies you bring to this position.
Give us a list of the closest people you know with serious money you can "help"(aka sell something to) tomorrow we will help you call them right now to get you going in the right direction.
Where do you see yourself in this company? Why?
past job experience. qualities i have that i can be successful.
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