New York State
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Financial Services Trainee Overview

Welcome to the Overview of the Examination Process for:

20-081   Financial Services Trainee

The Process
The Application
The On-line Test
The Questionnaire
If you have questions or problems

You may also want to view:

Frequently Asked Questions

I. The Examination Process

This web based questionnaire will be used to accept you as an applicant for this examination, determine whether you meet the prescribed minimum qualifications for the examination, evaluate your education and experience based on criteria listed on the examination announcements, and determine your examination score.

It is strongly suggested that you read the examination announcement prior to completing the questionnaire.

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II. Applying for the Examination

When you have finished reading this overview description, you will have two options from which you may choose. "Return" will return you to the Examination Announcement. Do not use the BACK button to navigate through these screens. If you have read the exam announcement and determined that you have the required education to participate, you may select "Continue" to begin the on-line test. Before you select this option, you will want to assemble any information you need to refer to regarding your education, course work, and work experience.

In order to complete the online examination questionnaire, you will first have to complete a log-in process, which will require that you obtain a Civil Service ID and Password. This will become a permanent ID and Password for any other NYS examinations for which you apply as well. If you have previously applied for a NYS Civil Service examination on-line, you already have established your ID and Password and must use this ID and Password.

Your log-in session will remain active as long as you save information or refresh any page within 30 minutes. After 30 minutes of inactivity, you will be required to log-in again. If you were in the process of filling out a form but did not save the information within 30 minutes, any information on that page will be lost. Only the information on that one page will be lost; any information you saved earlier will already have been saved.

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III. Taking the Test

IMPORTANT! You will need to refer to a copy of your college transcripts and information about your employment history to complete this process. You may need to obtain additional information as well. While having this information at hand will facilitate completing the questionnaire, you do not need to complete it all during one session. You will be able to complete part of the questionnaire, save your entries, log out, and return at a later time to finish completing the questionnaire and then submit it.

We recommend you browse through all of the items in the questionnaire prior to completing it. You must click the "Save" button at the bottom of each page when you are done entering your data. When you complete the questionnaire, you should print a copy of the information for your records prior to clicking on the submit button.

In addition to completing the questionnaire, you MUST email a copy of your college transcripts and a resume to: within 14 days of your submission of the questionnaire. The subject line of your email should contain your name and "Transcripts" Ex: Mary Doe Transcripts

Note: If you are unable to email your transcripts and resume, you can mail copies within 14 days of your submission of the questionnaire to:

NYS Department of Financial Services
Human Resources Management, Room 2016
One Commerce Plaza
Albany, NY 12257
FSE Trainee Exam

Training and Experience Questionnaire

When you have logged-in, you will begin the on-line Training and Experience Questionnaire.

The test consists of the following parts:

Application Process:

Training and Experience:

It is important to report your work experience and education accurately. The Department of Financial Services (DFS) will verify your credentials at the time of interview. If you cannot substantiate your responses, DFS will remove your name from the list.

Candidates whose scores are reachable on the eligible list will be considered for appointment in score order. The eligible list for this examination will be used to fill positions in specified locations in New York State. You will only be considered for interview and appointment in the locations you choose.

If you believe your qualifications will be significantly enhanced in the very near future, you may wish to wait until that time to compete in this examination. You will not be able to amend information other than your mailing address or geographic preferences once you have submitted your completed questionnaire. You may reapply for this examination in six months, but not before. The reapplication date is determined by the date you submit the online questionnaire.

We hope that you will be successful in obtaining employment with New York State through this examination process. The accuracy and completeness of your responses throughout this process will be your best assurance of that success.

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IV. If you have questions or problems

If you have questions regarding the examination process; or need to change your address or update your availability information once your name is active on the eligible list, please contact NYS Department of Financial Services at:

Subject: FSE Trainee Exam
Telephone: (518) 474-2994
Weekdays between 8:00 AM and 4:00 PM

If you have difficulty logging into the Civil Service Login page, or encounter technical problems associated with the completion of the questionnaire for this examination, please contact the ITS Enterprise Service Desk for assistance at 1-800-697-1323 or by e-mail.

The Service Desk hours of operation are Monday - Friday 7:30 am to 5:00 pm. When contacting the service desk via email, please provide a phone number where we may contact you. Please be as specific as possible when describing any problems. Be sure to include what you were doing, or attempting to do, at the time you encountered the problem.

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Return to the examination announcement Begin the application process and go to the questionnaire

Frequently Asked Questions

Examination Application Frequently Asked Questions (FAQs)