You should know the general history of the company and everything about the past few months of news regarding the company. You need to be very polished on financial accounting and corporate finance concepts. Know the 10-K and most recent 10-Q, particularly the financial statements. Be ready for Excel questions, such as how to explain and write a VLOOKUP or SUMIF function.
Financial Planner Interview Questions
3,881 financial planner interview questions shared by candidates
Only one technical question was asked for the 2 hour duration. "what is NPV"
What are your major accomplishments?
What are your strengths and weaknesses
What did you do for income from Date X to Date Y?
Tell me about yourself,
What is your management style?
Why do you want to join VBP
Why would you like to work with us?
How would you define your leadership style?
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