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.

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