Personal Financial Advisor Test

Candidates Assessed

16524+

Organizations Served

115+

iMocha’s personal financial advisor test enables recruiters and hiring managers to hire job-fit candidate within a short period & take unbiased decision. This test is useful for hiring financial advisor and helps to reduce hiring cost by 40%.

About Personal Financial Advisor Test

Personal financial advisor test help individuals in managing their personal finances in order to achieve personal goals such as children’s education, house purchase etc. They use the data from the client regarding income and expenses to devise a financial plan. This financial plan depends on the financial objectives of the client. It will outline the nature of investments the client should make over a period of time. For example, it could be a mixture of debt, equity and insurance depending on the risk appetite of the client.

KEY SKILLS REQUIRED:

COMMUNICATION SKILLS - Verbal Ability, Verbal Reasoning
NUMERIC SKILL - Quantitative Aptitude
CRITICAL THINKING SKILLS - Logical Reasoning
PROBLEM SOLVING SKILLS - Quantitative Aptitude

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Test Summary

VERBAL ABILITY

Verbal ability is essential because grammar and vocabulary is a prerequisite for good spoken and written English.

VERBAL REASONING

Reading comprehension indicates the ability to comprehend and reason with the concepts in a written page.

QUANTITATIVE APTITUDE

Quantitative ability will indicate analytical thinking and problem-solving ability.

LOGICAL REASONING

Logical Reasoning is assessed through

Statement/Conclusion
Cause /Effect and
Statement/Fact questions

These questions will indicate the quality of deductive reasoning and inductive reasoning which contribute to Critical thinking ability.

ABSTRACT REASONING

Abstract reasoning will indicate the ability to think clearly, identify logical patterns, learn new skills and solve complex problems. It is an indicator of fluid intelligence and shows an ability to strategize.

The Personal Financial Advisor Test Contains:

Verbal Ability - 08 Questions 08 minutes
Verbal Reasoning - 08 Questions 11 minutes
Quantitative Aptitude - 15 Questions 15 minutes
Logical Reasoning - 08 Questions 12 minutes
Abstract Reasoning - 08 Questions 14 minutes

Test Duration: 20 minutes

No. of Questions: 20

Level of Expertise: Entry/Mid/Expert

Useful for hiring

Financial Advisor

Topics Covered

Accounting Fundamental

This personal financial advisor test evaluates a candidate’s understanding about accounting fundamentals such as recording, summarizing, analyzing, and then reporting financial data

Financial Management

This assessment evaluates a candidate’s ability to manage financial activities of an entity

Sample Report

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Trusted By

Megan Akhras, Co-founder & director, JExcelle, Canada

“We are a tutoring agency, wherein the crux of our business lies in the quality of the tutors we hire. Hence it is imperative that our hiring is top notch. We were impressed by the caliber, depth, and breadth of the assessments provided by iMocha. With iMocha, we have found a great assessment tool for our hiring requirements.”