Financial Planner Interview Question:

Role-specific Financial Planner Job Interview Questions:

Submitted by: Muhammad

☛ What are the first questions you ask about a new client or project?
☛ What is your client portfolio?
☛ Walk me through the process of assessing our current financial status.
☛ How do you check your work for accuracy? (e.g. ensuring correct data entry in large spreadsheets)
☛ What methods/metrics do you use to evaluate a company's performance?
☛ What is a cash flow statement? Is this enough to tell whether a company is profitable?
☛ What financial management software do you have experience working with?
☛ In your opinion, what are the biggest untapped markets and most challenging financial regulations in our industry?
Submitted by: Muhammad