Personal Financial Advisor Test

Candidates Assessed

16524+

Organisations 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


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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

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Financial Management

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

Sample Report

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Skill wise performance report by iMocha

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Trusted By

Pedro Furtado, Capacity Manager, Altran-Portugal
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“Finding quality talent is a challenge more so when you consider the sheer number of resumes we get each year. To top this, the time we spent on our recruitment process was humongous. iMocha helped us to cut down on our candidate filtration time by 40 %, making it our preferred assessment tool.”

Pedro Furtado, Capacity Manager, Altran-Portugal

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