Certified Financial Planner Interview Questions

513 certified financial planner interview questions shared by candidates

Questions surrounding client service, being detail oriented, owning up to mistakes. Don't actually have to have investment management/financial planning experience. Few questions regarding technolgoy: Excel, Morningstar etc.
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Financial Planner

Interviewed at TPW Financial

1
Nov 15, 2013

Questions surrounding client service, being detail oriented, owning up to mistakes. Don't actually have to have investment management/financial planning experience. Few questions regarding technolgoy: Excel, Morningstar etc.

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