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⟩ Behavioral Financial Planner Job Interview Questions

☛ How do you stay up-to-date with changes to tax and investment regulations?

☛ Tell me about a time your advice to senior managers resulted in higher revenues.

☛ Describe a time you used analytical skills to explain the risks of a potential investment.

☛ Have you ever made a bad financial decision? If so, what happened and what did you learn from that experience?

☛ Do you prefer giving presentations or preparing written reports? Why?

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