HomeCognitive Ability Tests
Personal Financial Advisor Test
Test duration:
20
min
No. of questions:
20
Level of experience:
Entry/Mid/Expert

Personal Financial Advisor Test

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

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Personal Financial Advisor Test

Personal financial advisor test help individuals in managing their personal finances in to achieve personal goals such as children’s education, house purchase etc. They use  client data regarding income and expenses to devise a financial plan. This financial plan depends on the financial objectives of clients. It outlines the nature of investments clients 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
Useful for hiring
  • Financial Advisor
Test Duration
20
min
No. of Questions
20
Level of Expertise
Entry/Mid/Expert
Topics Covered
Shuffle

Accounting Fundamental

This personal financial advisor test evaluates a candidate’s understanding of 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
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Sample Question
Choose from our 100,000+ questions library or add your own questions to make powerful custom tests.
Question type
MCQ
Topics covered
Finance for managerial decision
Difficulty
Easy

Question:

Q 1. Kendrick's textiles business has multiple competitors that are thriving with maximum payoffs. He wants to follow the theory amongst all the competitors to push rational decision-making, resulting in a good payoff. Which theory of economics revolves around this?

Game theory
Competition theory
Collaboration Theory
Wipe-in Theory
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