FANalyzer Self-Assessment

Objective

Provide a private and confidential self-assessment to determine how likely an adviser is to succeed as a Fiduciary Adviser.

The assumption is that the adviser can learn the skills of the fiduciary adviser but this self-assessment looks into other factors that limit success.

Method

Administered online with easily answered questions.

Scale of 0 to 100 is used, based on answers to 10 questions. Scores of over 70 indicate likely success as fiduciary adviser.

Take Assessment