Certified Financial Planner Interview Questions | Glassdoor

Certified Financial Planner Interview Questions

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Certified financial planner interview questions shared by candidates

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How would you handle this situation: you know you're manager is doing something wrong, and every time you try to talk about it with him he never has time.

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Follow the code of ethics, speak with HR

Before the interview sessions I was given a list of policy positions taken by Ric Edelman to check for compatibility, with the options of checking "Agree", "Disagree" or "Let's Talk About It".

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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.

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Where I hope to see myself in 5 years in regards to my own financial plan.

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What are your goals in life?

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There seem to be no standard questions asked by the HR team nor the hiring managers. PetSmart has had a vast amount of new talent coming from various companies. That said, expect to begin with the usual: giving them an overview of your resume, etc.

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Why do you want this job?

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If you could have any job in the world, actor, athlete, what would you be and why?

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what is the 1 thing that stands out on your resume that I should forward along to the firms sale manager?

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