Phone interview on basic financial products, IRA, bonds, and the most important part, the difference between ETFs and Mutual Funds. Once accepted, the one on one is a case study where you have a

The interview process started with a phone screening, which lasts for about 30 minutes to an hour. Then they bring you in for an on-campus interview that consists on a one-on-one interview and a case study. They provide you with materials for the case study and allow you some time to review the situation before jumping into the role play.