Financial Planner Test

FINANCIAL PLANNER TEST

The Financial Planner online test assesses candidates’ knowledge in preparing sound financial plans & generating new business.

ABOUT FINANCIAL PLANNER ONLINE TEST

Financial Planner Test has been designed by our global Subject Matter Experts (SME)s to assess knowledge of financial planner as per Industry Standards. The online Financial Planner test helps recruiters & hiring managers to screen & hire candidates with excellent math & customer service skills before an interview.

The Financial Planner skill test enables employers and recruiters to identify potential hires by evaluating job readiness. For this reason, the emphasis is laid upon evaluating the knowledge of applied skills gained through real work experience rather than theoretical knowledge. Using powerful reporting, you can have a detailed analysis of the Financial Planner quiz results to help you make a better hiring decision and predict the candidate’s performance.

This Financial Planner Test is designed considering EEOC guidelines. It will help you assess & hire diverse talent without any bias. 

Financial Planner assessment test may contain MCQ’s (Multiple Choice Questions), MAQ’s (Multiple Answer Questions), Fill in the Blanks, Descriptive, Audio / Video Questions, Coding Simulations, etc.

FINANCIAL PLANNER ONLINE TEST INCLUDES

  • MS Office
  • CRM Systems
  • Strong Math Skill
  • Customer Service
  • Problem Solving
  • Financial Knowledge

Test Details

Test Type : May include Multiple Choice Questions, Case Study or Assignments

Language : Available in English. Can be offered in other languages if requested.

Author : Xobin Subject Matter Experts

FAQs

What type of questions does this assessment include?

MCQs, Fill in the blanks, subjective questions, case studies and assignment based questions can be asked, In case of technology test coding based questions can also be included.

How can I customize this assessment ?

By pressing the Edit button inside the assessment card you can start editing the assessment. Timer, Total Cut-off, adding and deleting the questions are some of the customization’s that can be done.

What are the Proctoring and Anti-Cheating Mechanisms provided for this test?

Proctoring can be enabled in the test settings.  
The test consists of webcam proctoring, Keystroke recording, and off tab activity & browser monitoring. If the candidate tries to navigate away from the test tab, Off tab activity & browser monitoring triggers a pop-up warning. To know more visit-https://xobin.com/online-remote-proctoring

What are minimum cutoff scores and should I use them?

Minimum cutoff scores are used to filter out candidates who score below a certain threshold. Deciding if and where to set a minimum cutoff score depends on the size of your applicant pool as well as the nature of the position. Our testing system can provide recommendations for where to set minimum cutoff scores based on our database of average score ranges for a wide variety of positions.

What kind of reports do I get post the test completion ?

Within 5 seconds of the submission of the test by the candidate, the report is generated and mailed to the admin. The report consists of detailed analysis of the test with charts and colors for better and easy understanding. The report covers the sectional time taken and the scores of the particular section. To know more visit- xobin.com/reports