Where I hope to see myself in 5 years in regards to my own financial plan.
Financial Planner Interview Questions
513 financial planner interview questions shared by candidates
What do you see yourself doing in 10 years time?
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?
Who would not benefit from the advice of their company?
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