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Get the Skills to Become a Financial Advisor

100% Online Financial Advisor Career Training Course

Guaranteed Job Placement. Flexible Schedules. Certification Exam Prep. Discover the FATI Difference…

Are you ready to gain the skills, insights, and experience to make a difference in people’s lives? At the Financial Advisor Training Institute, a 501(c)3 public charity, our 14-week* online Financial Advisor course will prepare you to enter the field with confidence. We guarantee job placement upon coursework completion and certification.

As the only online Financial Advisor training course in the United States, our certification course equips you with crucial industry knowledge and expertise needed to not only pass the professional exams required but also business-building skills, setting you on the path to success.

Whether you want to pursue financial advising career paths in investments, insurance, or planning, you’ll be ready for wherever your future takes you.

What Can You Do With a Financial Advisor Certification?

Our online training course stands out because we guarantee a job offer upon completion of the coursework and passing necessary exams. We have agreements and connections with many financial firms around the country to help you become a Financial Advisor.

Recent graduates from our Financial Advisor training course work in:

  • Independent Firms
  • Wirehouse
  • Bank Channel
  • Insurance Companies
  • Other Financial Channels

100%
Online Classes

14 Weeks*
To Complete

100%
Job Placement Rate

Partnered With 150+ Companies to Guarantee You A Job After Graduation

Ameriprise Financial Services logo.
Charles Schwab logo.
Bank of America logo.
Fidelity Investments logo.
Merrill Lynch logo.
LPL Financial logo.

As seen on USA Today Read the Article

Two financial advisors holding up a sheet of paper with graphs on it.

Our Course

FATI’s certification curriculum is built to help you pass the exams required to become a Financial Advisor.

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Financial advisor reviewing a financial report.

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At the Financial Advisor Training Institute, you can become a Financial Advisor and finish our online coursework in as little as 14 weeks*.

Financial advisors reviewing graphs and charts.

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Apply to the only online financial advising training course in the United States to start your journey to become a Financial Advisor today.

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The Need For Financial Advisors

Investors want and need Financial Advisors: 85% of customers would rather work with a human Financial Advisor. Professionals in this field provide economic benefits of advice as much as 3% per year.

Who will be the next generation? As a 501(c)3 public charity, FATI will train 250,000 new professional Financial Advisors to bridge this gap and fill the need.

According to Moss Adams, an estimated shortfall of 200,000 retail Financial Advisors arrived in the United States in 2022.

I really found the self-paced program appealing, and being remote that accommodated our schedules as well. As much as I loved being a teacher, I knew I would never be making the income as a teacher that I would be making as a Financial Advisor.
Ann P, 41

Are You Financial Advisor Career Training Ready? Find Out! Take the FATI “Financial Advisor Career Training Readiness Quiz”

This fun, online quiz takes 3-minutes to complete and you’ll get a personalized report. Identify your strengths and social style plus the training and positions you’re best suited for. Get Your Financial Advisor Career Training Readiness Score Now

Financial Advisor Training Course Features

Throughout our Financial Advisor course, you’ll gain cutting-edge talents, techniques and tools needed to succeed in our industry. Our online Financial Advisor certification course will:

Help you pursue a rewarding career at a faster pace.

Our online Financial Advisor training course in as little as 14 weeks*. You’ll take coursework online — all on a schedule that works for you. While you’ll benefit from expert educators, you’ll also connect and network with fellow classmates who are just like you — striving to become a Financial Advisor.

Enable you to secure sponsorship.

Gaining sponsorship is an important step in your Financial Advisor or Certified Financial Planner career path. Through the Financial Advisor Training Institute, we’ll connect you with a financial broker-dealer who will sponsor you and offer you a job when you complete our Financial Advisor course and pass your professional certification exams.

Connect you with industry experts.

Take online coursework from our CEO, Terry Lindner. Terry has more than three decades of financial services industry experience and has trained and mentored thousands of young minds who are now financial advisors. Terry, along with his team of enrollment coaches, will be there to help you with questions, as well as navigate the financial advisor certification process.

Prepare you to meet and exceed industry standards.

Learn more about contact and prospect management, financial planning processes, retirement plans and much more. Our course curriculum is built to prepare you to pass exams required to become a financial advisor, including Securities Industries Essentials, Series 7 and Series 66, among others.

Is a Rewarding Career as a Financial Advisor Right For You? Get More Info…

If you’re interested in learning more about a career as a Financial Advisor and exploring whether the Financial Advisor Training Institute is right for you, fill out the form on this page to receive more information.

For immediate questions, call 313-637-6643.

Frequently Asked Questions

What is a Financial Advisor, and what do they do?

A Financial Advisor is a professional who provides financial guidance to clients for compensation. They help individuals and businesses reach their financial goals by providing advice on a range of financial matters such as investments, insurance, retirement planning, estate planning, tax planning, and more.

What will you learn in Financial Advisor education and training programs?

Financial Advisor education and training programs are designed to provide the knowledge and skills necessary to help individuals and businesses meet their financial goals. You will learn:

  • Financial Planning Principles
  • Investment Strategies
  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Insurance Planning
  • Ethics and Professional Standards

How do Financial Advisor classes help you build essential skills?

Financial Advisor classes are designed to provide both the theoretical knowledge and practical skills needed to succeed in the profession. These classes cover a wide range of topics such as investment principles, tax laws, retirement planning, estate planning, risk management, and insurance. This knowledge is essential for providing sound financial advice to clients.

What topics are covered in Financial Advisor training courses?

Financial Advisor training courses cover a broad range of topics to provide a comprehensive understanding of personal finance and financial planning. Key topics include:

  • Financial Planning Process
  • Investment Planning
  • Retirement Planning
  • Tax Planning
  • Risk Management and Insurance Planning
  • Estate Planning

Why is the Financial Advisor Training Institute the best choice for Financial Advisor education and training?

The Financial Advisor Training Institute offers our Financial Advisor course 100% online, the only course in the United States to do so. When you complete our Financial Advisor courses and pass your certification exams, we guarantee career placement from one of our more than 50 financial broker dealers.

*Course length when completed in normal time.