Different Interview Questions for the Same Title: Chartered Financial Analyst (CFA)

Financial Analysts

Conduct quantitative analyses of information affecting investment programs of public or private institutions.

Personal Financial Advisors

Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.

Sales Agents, Securities and Commodities

Buy and sell securities in investment and trading firms and develop and implement financial plans for individuals, businesses, and organizations.

Sales Agents, Financial Services

Sell financial services, such as loan, tax, and securities counseling to customers of financial institutions and business establishments.