CTE Task: Financial Careers Interview Preparation


In this task, students will identity successful interviewing tips, review key interview questions for financial careers, and practice answering interview questions. 


  • Career Cluster: Finance 
  • Program of Study: Accounting 
  • Course name(s): Financial Planning 
  • Main topic: Interview skills and tips


Financial Planning, Standard 2: Compare and contrast the various types of financial planners and the products and services they provide. By reviewing job descriptions, identify the skills needed to succeed in the field and detail the future career opportunities. Participate in a mock interview as though applying to a financial institution or firm. Prior to the interview, research tips on dress and grooming, most commonly asked interview questions, appropriate conduct during an interview, and recommended follow-up procedures. Upon completion of the interview, write a formal thank you letter to the interviewer in a written or email format.