Professional Certified Financial Planner (CFP) Interview Questions & Answers:
1. How well do you know our company?
Well, a developed company that is gradually building their reputation in the competitive world.
2. Why do you think you'll do well at this job?
Provide several reasons including skills, experience and interest. If you can show how you've been successful in a similar career field or job position that will go along way to helping the interviewer believe you'll also be successful at this new job.
Along similar lines, the interviewer wants to uncover whether this position As Certified Financial Planner (CFP) is really in line with your ultimate career goals. While “an GGL star” might get you a few laughs, a better bet is to talk about your goals and ambitions-and why this job will get you closer to them.
4. What attracted you to this company As Certified Financial Planner (CFP)?
You could discuss the company's vision, culture and solutions/services as reasons for wanting to join it.
5. Why did you select the University _______?
Discuss the academic program, the extracurricular program(s), the school spirit, the quality of your peers, and the professors.
6. Are you willing to work overtime or odd hours?
Be completely honest. You don't want to lie to get the job if you're not going to work the hours required.
7. Do you know anyone that works with our company?
Sometimes companies have policies relating to the hiring of individuals related to current company employees. If you are related to anyone working for the company make sure you're aware of company policies before you enter the interview. If you have a friend or acquaintance working for the company make sure have good relationship with this individual before mentioning them.
The key is to show that you put a lot of thought (weighing out the pros and cons) but were able to be decisive. Be sure to explain your logic in arriving at the decision.
9. Tell me about a time you had to fire a friend?
Hopefully you've never had to do this, but if you did, talk about how hard it was personally to fire anyone but that you did it objectively.
10. Tell me about the most fun you have had on the job?
When answering this question, discuss situations where you completed tasks benefitting your previous employers.
11. How do you propose to compensate for your lack of experience?
The first thing you should do is discuss experience you have the interviewer is unfamiliar with. Once that is detailed, tell the person conducting the interview that you are able to learn new tasks and information in a reasonable period of time and possess a strong work ethic. However, only state this if you can live up to these expectations.
Try to include improvement activities that relate to the job As Certified Financial Planner (CFP). A wide variety of activities can be mentioned as positive self-improvement. Have some good ones handy to mention.
13. When were you most satisfied in your job As Certified Financial Planner (CFP)?
I'm a people person. I was always happiest and most satisfied when I was interacting with community residents, making sure I was able to meet their needs and giving them the best possible comfort in a tough situation. It was my favorite part of the job, and it showed. Part of the reason I'm interested in this job is that I know I'd have even more interaction with the public, on an even more critical level.
14. If you were given more initiatives than you could handle, what would you do?
First prioritize the important activities that impact the business most. Then discuss the issue of having too many initiatives with the boss so that it can be offloaded. Work harder to get the initiatives done.
15. What has been your biggest professional disappointment?
When discussing a professional disappointment, make sure to discuss a scenario you could not control. Be positive about the experience and accept personal responsibility where applicable.
16. Describe what a "lot of work" looks like to you As Certified Financial Planner (CFP)?
Ideally you'd like to state that you can take on a lot of work - this shows your work ethic, but at the same time it's okay to tell them that you value work and life balance.
17. What is your greatest fear?
We all have fears. It's okay to discuss them. Just don't dive too deeply into them. Discuss how you would work to overcome your fears. You don't want to seem weak. You want to acknowledge it's out there but that you'll be able to work through it.
18. Why do you want to work for this company?
Again be honest. The interviewer will be able to sense very quickly if you're be disingenuous. Your answer should be base on your person reasons, career aspirations as well as research you've performed on the company. The most important thing you should do is make sure to relate your answer to your long-term career goals.
19. Tell us something about yourself?
Bad Answer: Candidates who ramble on about themselves without regard for information that will actually help the interviewer make a decision, or candidates who actually provide information showing they are unfit for the job.
Good answer: An answer that gives the interviewer a glimpse of the candidate's personality, without veering away from providing information that relates to the job. Answers should be positive, and not generic.
20. What's the last book you read?
Try to talk about a book related to the industry, for example, if you're applying for a role related to business, cite a business book.
There is almost no good answer to this question, so don't be specific. If you tell the interviewer that the job you're applying for with his/her company is the perfect job you may loose credibility if you don't sound believable (which you probably won't if you're not telling the truth.) If you give the interviewer some other job the interviewer may get concerned that you'll get dissatisfied with the position if you're hired. Again, don't be specific. A good response could be, “A job where my work ethic and abilities are recognized and I can make a meaningful difference to the organization.”
Have at least one person you consider a hero or role model. Be ready to explain why they are a hero to you and how they've inspired you to be a better person.
23. What kind of work interests you the most?
You can talk about what you're passionate about. What motivates you. What excites you.
24. What motivates you the most?
Is it money? Is it career development? Is it recognition? Is it a sense of achievement? Is it to impress your peers? Is it for fame?
25. What are your thoughts about working from home?
This is a new policy some companies are adopting. If the company you are interviewing for allows for it, then you should be thankful for the flexibility and convenience yet state that working from home is a privilege that you would honor. The key point you want to make is that you would still be able to focus and be just as productive working at home.
26. Top 13 Situational Interview Questions As Certified Financial Planner (CFP):
Situational interviews As Certified Financial Planner (CFP) are similar to behavioral interview questions - but they are focused on the future, and ask hypothetical questions, whereas behavioral interview questions look at the past.
The advantage is that employers can put all candidates in the same hypothetical situations, and compare their answers.
1. What would you do if you made a strong recommendation in a meeting, but your colleagues decided against it?
2. How you would handle it if your team resisted a new idea or policy you introduced?
3. How would you handle it if the priorities for a project you were working on were suddenly changed?
4. What would you do if the work of an employee you managed didn't meet expectations?
5. What would you do if an important task was not up to standard, but the deadline to complete it had passed?
6. What steps would you take to make an important decision on the job As Certified Financial Planner (CFP)?
7. How would you handle a colleague you were unable to form a positive relationship with?
8. What would you do if you disagreed with the way a manager wanted you to handle a problem?
9. What would you do if you were assigned to work with a difficult client As Certified Financial Planner (CFP)?
10. What would you do if you worked hard on a solution to a problem, and your solution was criticized by your team?
11. How would you handle working closely with a colleague who was very different from you?
12. You're working on a key project that you can't complete, because you're waiting on work from a colleague. What do you do?
13. You realize that an early mistake in a project is going to put you behind deadline. What do you do?
27. How open are you to relocation?
If you're not, then say you're not. Don't lie about it just to get the job. There's no point if you won't move for the job anyway and lying is unethical. If you are open to relocation As Certified Financial Planner (CFP), let them know which areas you'd be willing to relocate to.
28. Have you ever been fired and if yes, why?
Answer this as positively as possible and try to avoid disparaging the company you had previously worked for. The key is to accept the fact that yes, you were fired, but you've learned from the mistakes that got you there and you're better now because of it. If you haven't been fired, well, then this question's a piece of cake isn't it?
29. What do you feel you deserve to be paid?
Do your research before answering this question - first, consider what the market average is for this job. You can find that by searching on Google (title followed by salary) and globalguideline.com and other websites. Then, consider this - based on your work experience and previous results, are you above average, if yes, by what % increase from your pay today from your perspective? Also - make sure if you aim high you can back it up with facts and your previous results so that you can make a strong case.
30. What negative thing would your last boss say about you?
"He/She wouldn't say anything bad, but he/she may point out I could improve in a certain area, and I've taken steps to become better at those skills"
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