Certified Financial Planner (CFP) Job Interview Questions & Answers

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This is a fair question, as potential employers want to know if you're going to be able to get the job done even when things get a little bit stressful. You may say that you thrive under pressure or that you're able to get the job done even when things get a little bit stressful, just make sure to provide some real world examples of your ability to work under pressure in a prior job.

Try to include improvement activities that relate to the job As Certified Financial Planner (CFP). A wide variety of activities can be mentioned as positive self-improvement. Have some good ones handy to mention.

I guess everyone takes a pen or paper or little things like that. But other than that, NO. I have never stole from my employers or better yet As Certified Financial Planner (CFP), from anyone.

Regardless of why you left your last job make sure to stay positive. Always smile and focus on the positive reason such you were seeking the opportunity to expand your career opportunities, your interest in working with a new firm that provided greater opportunity, you desired to work in a new location, etc. Don't reference previous job problems or differences with management that caused you to leave. If you stay positive, your answer may help you. If you're negative, you will likely decrease your chances of getting the job for which you're interviewing.

Try not to be too critical when answering this question. Instead, pick one of your weaknesses and try to turn it into a positive.
For example, you could be a perfectionist, which means that you sometimes take longer on tasks, but you make sure that they are completed to a high quality. It is important to make a negative into a positive as it doesn’t make you appear overly critical and shows you can reflect on your own performance.

You can cite personal life changes, work place changes, career changes, technology change, industry change. The key is to discuss how seeing or experiencing that change has helped your development. For example, the recent changes in social media has broadened my horizons and helped me learn new forms of efficient marketing.

Discuss your passions As Certified Financial Planner (CFP). Ideally if it's work related that's fantastic! If not, talk about your academic / extracurricular passions and WHY you enjoy them. For example: I love playing sports because of the team work aspect - it's fun winning together! (This example shows you're a team player)

The employer would want to know that not only you can do the job but you can make the difference and bring significant contribution – Simple as that.
No doubt that this is your time to perform and present yourself – You have to introduce/sell yourself to the interviewer. Prepare your answer based on your qualification, professional experience and what you’ve already achieved in your previous jobs. This is your time to express why you think that your professional abilities fit into the job and its requirements.

Top 10 employment experience you’d want to review:
☛ Companies you worked for with dates
☛ The positions you’ve held
☛ Key projects and responsibilities
☛ Achievements
☛ Coursework & continues education
☛ Expertise
☛ Tools you used (software, hardware)
☛ Knowledge of languages
☛ Engagement with customers and key industry leaders
☛ Team work you were involved (and your contribution)

Be open to sharing hobbies and activities that you enjoy. Make sure you're genuine about it and don't list off things you don't really like because if they ask you a follow up question it'll be harder for you to answer.

Conflict resolution, problem solving, communication and coping under pressure are transferable skills desired by many employers As Certified Financial Planner (CFP).
Answering this question right can help you demonstrate all of these traits.
☛ Use real-life examples from your previous roles that you are comfortable explaining
☛ Choose an example that demonstrates the role you played in resolving the situation clearly
☛ Remain professional at all times – you need to demonstrate that you can keep a cool head and know how to communicate with people

Here are two great sample answers that might help get you started:

☛ I am an extremely organized person, so I tend to be able to get my work done at work. However, if the need arose I would not be against taking work home. I try not to make it a habit, since I do value my free time. I do realize though that the work we do is important, and sometimes you have to do what needs to be done.
☛ I do not shy away from taking work home with me. I know that meeting deadlines and doing outstanding work sometimes means taking a bit of it home. I do not have a problem doing that when the need arises.
☛ Make sure to give an honest answer. Lying about taking work home may turn out badly for you if it is required and you do not do it.

Here are a few you could choose from:
Hard working, strong willed, persistent, intelligent, adept, amicable, friendly, collaborative, eager, humble.

Focus on the issue that impacts the business most first.

By asking this question, your interviewer hopes to learn whether you can communicate effectively, address issues in the workplace and motivate others during difficult times. Giving negative feedback requires honesty, thoughtfulness and tact. Answering this question well can help show an interviewer that you would be a good fit for a managerial position or a position that involves working closely with others.

Ideally you'd like to state that you can take on a lot of work - this shows your work ethic, but at the same time it's okay to tell them that you value work and life balance.

For this question, the interviewer wants to know what you do in a situation that doesn’t have a clear answer. This will help the interviewer know how you respond to unforeseen challenges.

Describe the difference with regards to responsibilities, culture, team, career opportunity, and the work itself.

Everyone has failed, so don't play dumb or claim you've never messed up As Certified Financial Planner (CFP). Think of a time when a work-related situation didn't turn out quite as you had hoped. An interviewer is interested in seeing how you took responsibility for your failure, what you learned from it, and how you would prevent similar failures from happening again.

Red flags: This is the peanut butter to the previous question’s jelly. Again, everyone should expect it, so it's a bad sign if someone seems totally unprepared, or gives a stock answer like, "I'm a perfectionist." Also, of course, candidates crazy enough to blurt out some horrible personality trait should go in the red flagged pile.

Good answer: Candidates should talk about a real weakness they've been working on improving. For instance, they're not good at public speaking, but they've been taking a course to help them improve. Or maybe they feel that they're easily distracted when working online, but have installed software that helps them stay on task. Answers like these show a desire for improvement, self awareness and discipline.

While your CV will say a lot about your work history As Certified Financial Planner (CFP), the interviewer will most likely look for greater detail with questions such as this. Be positive about previous experience, highlighting your own strengths.

You could discuss your goals with regards to these categories: Career goals, impact you want to leave on society, financial goals, academic goals, charitable goals.

With anything comes sacrifice. The questions is how much of it are you willing to sacrifice with regards to work life balance, stress, etc?

"Ego" should be replaced by confidence. It's good to be confident as it shows that you know what you're doing. However, a big ego is when confidence spirals out of control and you become arrogant.

Talk about a story / experience about how you achieved success and be sure to share details on the results and outcome. Have it highlight a strong characteristic such as leadership, work ethic and so forth.

When people work together, conflict is often unavoidable because of differences in work goals and personal styles. Follow these guidelines for handling conflict in the workplace.

☛ 1. Talk with the other person.
☛ 2. Focus on behavior and events, not on personalities.
☛ 3. Listen carefully.
☛ 4. Identify points of agreement and disagreement.
☛ 5. Prioritize the areas of conflict.
☛ 6. Develop a plan to work on each conflict.
☛ 7. Follow through on your plan.
☛ 8. Build on your success.

Tell them your major and the motivations behind why you chose it and how it's helped to prep your of this potential job.

Dedicate myself to learn everything about the new company that I can, look for ways and ideas that could improve, processes, safety, removing obstacles from the associates, I want to advance within the company.

First find out where the company envisions itself in 3-5 years. If you can't find the vision of the company, that's probably a big question mark on the company itself. Once you do, identify how those company's visions align to your personal values and goals and then articulate how tightly correlated that is to the interviewer. For example - this company wants to be the #1 provider of green technology in the world and I feel strongly about that vision because we've got a chance to collectively impact the world to become a greener society and save our clients at the same time!

Describe your most unique ideas and initiatives that had the best results for the company. Make sure you highlight your creativity, your results, your diligence and your ability to execute.

Do not belittle or talk badly of your last boss - it will come off as being petty. Instead, talk about the positive lessons you were able to learn from your last boss.