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Financial Planner Skills Test
Test duration:
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Level of experience:
Entry/ Mid / Expert

Financial Planner Skills Test

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.

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Financial Planner Skills Test

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%.

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How it works

Test Summary

This assessment helps screen candidates with the following traits:

  • Ability to analyze clients' financial status and propose strategies accordingly.
  • Knowledge of different types of wealth management, including personal wealth planning, SIPs, and mutual funds.
  • Ability to examine and suggest financial opportunities by conducting market research and looking at industry trends.
  • Potential to customize financial plans according to the organization's needs for effective income management.

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.

Useful for hiring
  • Financial Planner
Test Duration
No. of Questions
Level of Expertise
Entry/ Mid / Expert
Topics Covered

Capital Asset Pricing Model

Evaluates the test candidate's knowledge of working with the CAPM model to analyze securities and determine the risk of investment.

Risk Tolerance

Assesses an applicant's understanding of handling risks while making investment decisions.

Floatation Costs

Guage a candidate's ability to calculate costs incurred when issuing new securities.

Stakeholder Management

Evaluates an individual's skills in managing relationships with stakeholders.

Budgeting & Forecasting

Knowledge of preparing budgets and predicting future business outcomes.

Zero-Based Budgeting

Understanding of the budgeting technique of justifying expenses for each new period, typically each year starting from zero.
Sample Question
Choose from our 100,000+ questions library or add your own questions to make powerful custom tests.
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Topics covered


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Test Report
You can customize this test by

Setting the difficulty level of the test

Choose easy, medium, or tricky questions from our skill libraries to assess candidates of different experience levels.

Combining multiple skills into one test

Add multiple skills in a single test to create an effective assessment and assess multiple skills together.

Adding your own
questions to the test

Add, edit, or bulk upload your coding, MCQ, and whiteboard questions.

Requesting a tailor-made test

Receive a tailored assessment created by our subject matter experts to ensure adequate screening.
How is the Financial Planner skills test customized?
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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.

What are the most common interview questions related to Financial Planner?
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Some of the common interview questions related to this job role include:

  • What is the Capital Asset Pricing Model (CAPM)?
  • How can an organization minimize its taxes every year?
  • Is a retirement plan important for hitting financial goals?
  • How do you help prepare for financial emergencies?
  • What are the four basics of financial planning?
  • What is the tax liability on selling a property?
What are the required skillsets to work as Financial Planner?
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The required skills for this field include the following:

Technical Skills

  • Stocks, bonds, mutual funds, and ETFs
  • MS Excel, financial planning software, and accounting software skills
  • Complex financial data handling skills
  • Accounting and banking skills
  • Economics and financial markets

Soft Skills

  • Client relationship skills
  • Detail orientation
  • Communication skills
  • Business development skills
  • Research skills
  • Analytical and critical thinking skills
  • Interpersonal skills
  • Negotiation skills