Take the

Financial Advisor Career Readiness Assessment

Understand your strengths and how they align with a financial advisor career in just a few minutes.

Take the Financial Advisor Career Readiness Assessment

Understand your strengths and how they align with a financial advisor career in just a few minutes.

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Full Name *

Phone *

Email *

State *

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Get Started

Which course are you interested in? *

Are you legally able to work in the United States? *

Yes

No

Have you ever been charged or convicted of a misdemeanor or felony, even if you believe the charge/conviction to be expunged? *

Yes

No

Within the past 10 years, have you filed a bankruptcy petition or been the subject of an involuntary bankruptcy? *

Yes

No

Do you have a FICO score of 690 or higher?

Yes

No

Unsure

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

What appeals to you about becoming a Financial Advisor right now? *

I've been interested in this field for some time

I'm looking for a flexible career that fits my life

I want to pursue an in-demand career

I've been told I would be good at it

I'm not sure why

What research have you done on this program and career path? *

I'm just starting my research

I've talked with family and friends

I've researched programs online

I've visited the school and met with an admissions adviser

Your Social Style

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

My energy style *

Steady and composed

Enthusiastic and excitable

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

Do you have a High School Diploma? *

Yes

No

Currently enrolled

If you answered yes above, what year?

Have you participated in online education before? *

Yes

Never

Do you have regular access to a computer with reliable internet connection? *

Yes

No

Have you attended a post-secondary program before? *

Yes

No

Please add any comments you wish to share about your schooling:

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.

List your supporters *

Supporter #1
Supporter #2
Supporter #3

Is there anyone who is NOT supportive of your education plans? (Optional)

Is there anything that is currently preventing you from moving forward at this point? *

Yes

No

Please elaborate on what may be holding you back at this time:

Your Score

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