Financial Professional - Short Form


This solution is for mid-level financial institution positions that require Series 6/7 certification. Candidates answer multiple choice questions to measure financial professional aptitude, learning potential, achievement orientation, conscientiousness, persistence and planfulness, self leadership, interpersonal leadership, sales focus and customer focus.

Job levels

Mid-Professional, Professional Individual Contributor


English (USA)

Assessment length

Approximate Completion Time in minutes = 35

Test Type: A B P

Remote Testing:

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  • A Ability & Aptitude
  • B Biodata & Situational Judgement
  • C Competencies
  • D Development & 360
  • E Assessment Exercises
  • K Knowledge & Skills
  • P Personality & Behavior
  • S Simulations