Financial Planner
Ready-to-go Skills Assessment

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Role-Specific Competency

Numerical Reasoning

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Role-Specific Competency

Business Acumen Skills Skills

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Role-Specific Competency

Attention to Details

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Role-Specific Competency

Work Ethic

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Role-Specific Competency

Critical Thinking

Designed to Address HR Association Needs

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Boost Productivity: Join 2000+ Companies Using Hirenest vs. CV’s

About the Financial Planner Assessment

Are you an HR manager or part of a hiring company looking for a simple and efficient way to screen job candidates for financial planning positions? Look no further!, the leading pre-employment assessment platform, offers a comprehensive Financial Planner Assessment that will help you find the perfect candidate for the job.

With our Financial Planner Assessment, you can easily evaluate job candidates' skills and aptitude in the field of financial planning. Our user-friendly online platform allows you to administer the test with just a few clicks, saving you valuable time and effort in the hiring process.

We understand the importance of finding the right fit for your company, which is why our Financial Planner Assessment includes a wide variety of templates, test questions, and answers. This ensures that candidates are evaluated rigorously and accurately, providing you with the necessary information to make informed hiring decisions.

At, we believe that pre-employment screening should be affordable and cost-effective. That's why our Financial Planner Assessment is offered at a competitive price, making it accessible to companies of all sizes. Say goodbye to expensive and time-consuming interviews - our assessment will help you identify the most qualified candidates upfront.

Our Financial Planner Assessment is designed to assess both technical skills and critical thinking abilities. By utilizing real-world examples and scenarios, our assessment provides a comprehensive evaluation of candidates' capabilities in various financial planning tasks. This ensures that you hire candidates who can not only do the job but excel in it.

Take the stress out of your hiring process with's Financial Planner Assessment. Join our satisfied customers who have found success in hiring their financial planning team through our platform. Start using our assessment today and streamline your hiring process with confidence.

Don't waste any more time and energy in the hiring process. Trust the experts at to provide you with a reliable and efficient solution for your financial planner hiring needs. Try our Financial Planner Assessment today and make the right hire for your company.

Screen skills, not CVs

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"ResumeLab found that 93% of people know someone who lied on their resume. Of those who lied, only 31% were caught.

By Skye Schooley

Mar 13, 2023

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"HR might not be able to detect a résumé written by ChatGPT. That could be a problem.

By Amber Burton

Feb 1, 2023

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"Survey found that 85% of HR professionals uncovered misrepresentations or outright lies on a candidate's resume.

By Taylor Cotterell

Mar 29, 2018

Here’s proof of our impact

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50% increase in suitable candidates

“Take hiring to the next level”

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Aiden Gallagher


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Time-to-hire reduced by 34.9%

“Helpful tool to find the right person”

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Felix Nguyen

General Manager

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Reduced turnover rate by 22%

“Hiring Process Dramatically Improved”

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Valentina Petrovich

Talent Acquisition Specialist

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Reduced time-to-hire by 34%

“Especially Great for High Volume Hires”

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Maximilian Müller

HR Operations Manager

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Boosted hires' retention by 57.5%

“Highly Valuable Tool for Recruiting Efforts”

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Debra Langley

Talent Acquisition Strategist

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Impressive 78.9% rise in quality candidates

“Helpful tool for more confident hiring decisions”

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Amara Singhania

Team Lead

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Enhanced efficiency, quality, and speed

“Easy to use and amazing customer support”

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Nicole Millington

HR Coordinator

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Cut time-to-hire by 56%

“Very happy with this tool - use it daily and love it!”

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Milo Harrington


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Our platform will answer
your questions:

  • checkmark iconWhat are your candidate's cognitive abilities?
  • checkmark iconWhat's your candidate’s capacity to learn and grow?
  • checkmark iconHow will your candidates behave in the workplace?
  • checkmark iconWhat drives your candidates to engage in action?