I was asked to make a 10 Minute Power Point presentation that was presented to two individuals over the phone. They followed up with questions about how I would handle various situations that may come up. The whole process was fairly low stress although it can be difficult to do a presentation when you have to remember to tell the "audience" to move to the next slide.

For the interview, you have to do a 10 minute presentation on a personal finance topic. Be ready to discuss websites and resources you refer to. Be ready to discuss how you do outreach and build a referral network.