About This Quiz

This quiz has been thoughtfully split into three short sections to help you explore how well you align with IFAA’s values and goals as an Adviser.

✔ Section 1: Mindset & Motivation
✔ Section 2: Career Stage & Ambition
✔ Section 3: Culture Fit & Collaboration

Once you complete the quiz, you'll receive a summary of your responses and a score delivered straight to your inbox.

This helps you reflect on your fit with IFAA, and it helps us get to know you better too!

Mindset & Motivation

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What excites you most about being an Adviser?(Required)

Helping clients make the best financial decisions

Building my own brand and business

Having the flexibility to run things my way

Working under a well-established company brand

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How important is it to you to have full independence in the advice you give?(Required)

Critical — I don’t want to be limited

Somewhat important

I prefer sticking to a pre-set range of products

I haven’t thought about it

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How important is it to be part of a group that is Adviser-led, with no outside ownership or dominant shareholders?(Required)

Very important, I want to be part of something built by Advisers, for Advisers

Somewhat important, I like the idea of a member-led model

Not a big factor for me

I'm not sure what that means yet

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Career Stage & Ambition

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Where are you in your Adviser journey(Required)

Just starting out, new to the industry

Have been advising for 1–3 years

Seasoned Adviser looking for a better home

Part of a group but considering a switch

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What kind of support are you looking for right now?(Required)

Training and mentoring to get started

Help growing my book of business

A group that gives me independence but still offers backing

Just admin and compliance help

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Culture Fit & Collaboration

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How do you feel about being part of a network of like-minded Advisers?(Required)

Love it, sharing knowledge and support is key

Neutral. I do my own thing but happy to connect

Prefer to work solo as much as possible

Not sure

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Are you open to attending regular catch-ups, events, or strategy sessions?(Required)

Absolutely, love learning and engaging

Occasionally

Only if it’s mandatory

Not really

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Total

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Name(Required)

We ask for your name so we can personalise your results. Nothing more.

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Email(Required)

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