Copyright

Is a Career in Finance Right for Me? - Quiz & Self-Assessment Test

If you have an interest in business and money management, you may be considering pursuing a career in finance. Take a look at the questions below and find out if this career path will be a good fit for you!

Could I Have a Successful Career in Finance?

From financial analysts to corporate CFOs and financial managers, a career in finance is often demanding and, at times, very stressful. So how do you know if working in finance is the right choice for you? Take the self-assessment quiz below and find out if this career path is right for you.

How many of the following qualities do you possess?

Are you good at math? Yes or No
Do you have strong analytical skills? Yes or No
Are you a natural leader? Yes or No
Are you a strong and versatile communicator? Yes or No
Are you self-motivated and self-managing? Yes or No
Do you work well on a team? Yes or No
Are you technologically savvy? Yes or No
Are you exceptionally organized? Yes or No
Are you professional in all circumstances? Yes or No
Do you have good negotiation skills? Yes or No
Are you good at building and maintaining relationships? Yes or No

Why Are These Qualities Necessary For A Finance Career?

Are you good at math?

A strong understanding of math is essential to any finance-related career. You'll often need to make quick calculations in your head to determine the upsides and downsides of financial transactions.

Do you have strong analytical skills?

A finance professional needs to be able to analyze trends and patterns in finance in order to accurately advise clients and make sound investment decisions.

Are you a natural leader?

A person may have a successful career in finance if they naturally take initiative and push forward, qualities associated with those who are innate leaders.

Are you a strong and versatile communicator?

Having clear communication skills, both written and oral, is essential for working on a finance team and also dealing with clients.

Are you self-motivated and self-managing?

A job in finance requires an individual who can stay on task and complete work without constant supervision and instruction.

Do you work well on a team?

Most financial professionals work collaboratively with a team in order to handle client accounts, so being a competent team player is essential.

Are you technologically savvy?

The world of finance is heavily reliant on technology for research, data collection and financial analysis. Financial workers should be adept with technological resources.

Are you exceptionally organized?

Paying close attention to details and keeping numbers and accounts organized and discrete is key to being successful in finance.

Are you professional in all circumstances?

Regardless of the culture of the firm or company, clients are more likely to invest trust and money in individuals they feel are professional and ethical.

Do you have good negotiation skills?

Negotiation is a large part of working in business and is particularly important in handling money and brokering financial deals for clients.

Are you good at building and maintaining relationships?

Strong working relationships are crucial to financial careers. In order to keep accounts, a financial professional must be able to build and foster trust and rapport with clients.

Beginning Your Career in Finance

Did you answer yes to the majority of the questions above? If so, you may be cut out for a successful career in finance. Many finance careers require at least a bachelor's degree. Aspiring financial professionals often seek internships with leading investment banks or financial firms to gain hands-on experience and training.


What is your highest level of education?

Some College
Complete your degree or find the graduate program that's right for you.
High School Diploma
Explore schools that offer bachelor and associate degrees.
Still in High School
Earn your diploma or GED. Plan your undergraduate education.

Schools you may like:

Popular Schools

The listings below may include sponsored content but are popular choices among our users.

Find your perfect school

What is your highest level of education?