Where I hope to see myself in 5 years in regards to my own financial plan.
Certified Financial Planner Interview Questions
513 certified financial planner interview questions shared by candidates
What I hope to do in 5 years?
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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