On a spectrum from right to left. Right meaning sales and left meaning analytical in the finance industry where do you personally fit yourself on the spectrum?
Cfp Interview Questions
523 cfp interview questions shared by candidates
Basic interview questions as a facade to make it look real. You could say you landed on the moon and they would believe it.
Do you enjoy getting to know people?
What are 3 traits that describe you? Give an example of a time you demonstrated one of these.
Have you had prior financial planning experience before?
It’s was more of you asking them the questions and them giving informative answers!
I had to do a role play with a person that was struggling with debt. Not having had a lot of experience with these types of scenarios in the past, it was challenging for me.
Why do you want to join E&P
How would i begin to engage a client in a first meeting?
Do you know what the rule of 72 is?
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