Morgan Stanley online assessment

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May 27, 2008 12:48 pm

Does anyone have any information regarding the online skills assessment including the Financial Advisor Assessment for Morgan Stanley’s RFE program?  What does it test etc.?  Completed the initial assessment and Business Plan, this is apparently the next step.

May 27, 2008 1:59 pm

Did it about a month ago.  Fairly simple, no real way to prep for it.

Just gives an indication of likelyhood of doing well in the business but we all know you have to take that at face value and thats it.
May 27, 2008 3:38 pm

What sort of questions?

May 27, 2008 4:28 pm

Alot of decision-making questions (if you were trying to do this, which would be the best option?  etc…) and aptitude questions.

Try not to answer what you think they want to hear, just be honest because there are alot of redundant and repeating questions but in a different format.  That could trick you and cause some inconsistency.   I did mine as a simple formality as I have been in the business for over 11 years, just making a move from a team to going on my own at a new firm therefore when I did mine it took me 15-20 minutes tops.   Good luck