Sample Questions To Ask When Interviewing A Cfp Professional

The sample questions are provided to help examinees familiarise themselves with the form and style of questions which they may see in the cfpcm certification examination founda tion level level 1 and level 2.

Sample questions to ask when interviewing a cfp professional. For this question think. You probably already know that an interview isn t just a chance for a hiring. Candidates for this role usually hold an accounting or finance degree and a professional licence e g.

Financial planner interview questions. They may not fully reflect the cognitive level of questions of the cfp certification examinations. Whomever you choose as your financial professional including a cfp professional you should be sure to ask for and get a written engagement that requires them to place your interests first.

Can you tell me more about that 20. Additional certifications like cfp although not required could help. Cfp board may sanction a cfp professional who does not abide by this commitment but cfp board doesn t guarantee a cfp professional s services.

These include questions about salary health insurance vacation time work hours per week and other concessions. Here are some other things to keep in mind when preparing your own list of questions. Be inappropriate back to the job at hand.

Me questions are those that put yourself ahead of the employer. Ask these sample financial planner interview questions to assess candidates. You know i m not quite there yet.

Series 7 and 66 along with relevant work experience.