read our faqs, learn about the assessments, and get tips on how to prepare. families and working professionals seek out personal financial advisors for guidance and to devise a long term financial roadmap. they are authorized to sell insurance, give tax advice, invest assets in the stock and bond markets, and make decisions regarding their clients’ portfolios. many choose to pursue a master’s degree and additional certification in order to become more competitive. advisors who sell financial products also need to obtain the corresponding licenses.
personal financial advisors need to be adroit, effective communicators who have the ability to explain financial products and options in clear, understandable language. many of criteria corp’s customers in the financial services industry use two tests to evaluate prospective financial advisors. this test is critical for financial advisors because they will either be selling themselves or their company, and the virtues of their approach to financial planning can be a key component of the role of a financial advisor. if you’re an employer interested in previewing these tests, start a 21-day free trial or book a consultation to learn more. on-demand assessment™ and criteriasm are trademarks of criteria corp. mrab copyright ©2006 harvard university (patent pending) is licensed exclusively by criteria corp.
the financial reasoning test requires the test-taker to have experience and qualifications within finance as you will need to understand the test’s terminology and how to analyse documentation and extract key information. to find the correct answer you must use your reasoning skills to filter and extract the financial information quickly and effectively. financial reasoning tests will also assess your skills and abilities to calculate elaborate mathematical problems in the context of finance compared to what is expected within a numerical reasoning test.
one of the best ways to build confidence and improve your test score is to practice lots of financial reasoning tests. you are also given more time to complete financial reasoning tests as the calculations and reading are complex than numerical reasoning tests. big finamical employers such as ernst & young and goldman sachs will use these tests to hire the most promising candidates out of a competitive pool of applicants.
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