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Checklist for Interviewing a Financial Planner's Name: Company: Address: Phone: Date: 1. Do you have experience in providing advice on the topics below? If yes, indicate the number of years. O o o
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What is do you have experience?
This question pertains to the skills and knowledge that an individual has acquired through their work or education experiences.
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Individuals who are applying for a job or a specific opportunity may be required to provide information about their experience.
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One can fill out their experience by listing their previous jobs, internships, education, certifications, and any relevant skills or accomplishments.
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The purpose is to showcase the qualifications and capabilities of an individual and to help employers evaluate if they are a good fit for a position.
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Information such as job titles, company names, dates of employment, responsibilities, achievements, and relevant skills should be included.
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