Financial Advisor Readiness Quizz
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Let's start by exploring your interest in becoming a Financial Advisor and what appeals to you about this field.

YOUR CURRENT SITUATION

To know where you want to end up, you first need to take a look at where you are right now. In this section, we will look at your current situation, how things are going, how they could be different and how you feel about it. The answers you give below will tell you a lot about your motivations and how much you want to change your life.

YOUR GOALS FOR THE FUTURE

Goals are an important motivator to keep you on track. Take a look at the list of goals below as a way to visualize what your future could look like.

YOUR SOCIAL STYLE

Your individual social style can help identify types of careers that may bring out your strengths.

SCHOOL MATCH

We're proud of the education we offer and our many successful graduates. However, we're not right for every student. Answer the following true or false to identify if you are a match:

LOGISTICS

Going to school and pursuing a new career does take some planning. On this page we’ll explore some of the details involved in the day-to-day experience. Answer the following questions to determine the logistical elements you have in place to support you going to school

YOUR SUPPORT SYSTEM

Last Step! One More Click to Get Your Results...

Different people need different amounts of support to succeed, especially with a major lifestyle change such as going to school. There are three main types of support:

  • Moral Support to help me make good decisions and keep me focused on my goal

  • Financial Support to help me pay for school and help cover living expenses

  • Lifestyle Support to help me with things like childcare, transportation, etc.

YOUR SCORE

Congratulations! You completed your readiness quiz.

We will get back to you shortly with your report.

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