Make the best hiring and L&D decisions for your organization using our Financial Planner Skills Test, which allows Talent Acquisition and Development professionals to identify job-fit candidates and employees after validating skills like wealth management, budgeting, taxing, aptitude, communication, etc. This assessment accurately benchmarks individuals against industry standards and evaluates their finance planning competencies while reducing hiring time by 45% and significantly improving your L&D processes.
A financial planner helps you reach your long-term financial goals by providing professional advice regarding money management, tax liabilities, stocks, bonds, estate planning, retirement, and so on. Financial planning helps devise strategies to optimize your budget and expenses so that your organization can enjoy a stable financial life.
Why Choose iMocha’s Financial Planner Skills Test?
This test makes the recruitment and upskilling/reskilling processes efficient by streamlining the candidate pool and ensuring only the ideal applicants are chosen for the specific role. Its in-built test reports analytics functionality provides accurate results to help you make unbiased appraisal decisions and overcome key challenges in mass recruitment. The assessment also reduces the interview-to-selection ratio by up to 65%.
This assessment helps screen candidates with the following traits:
The test covers a wide range of topics, such as risk tolerance, flotation costs, and stakeholder management. The overall score is provided to help recruiters and TD managers identify which candidates have performed well in specific areas. You can also access live stream recordings, and screen captures to filter out unfit applicants with ease.
iMocha's skills test can be customized as per the specific needs of your organization. To test candidates at various levels, recruiters and L&D managers can create customized financial planning assessments to cover both technical and non-technical skills. Examples of these skills include financial planning, budgeting, taxing, forecasting, aptitude, communication, negotiation, and decision-making skills. You can also add your own questionnaires to test multiple candidates and even request a custom test.
Some of the common interview questions related to this job role include:
The required skills for this field include the following: