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Become a Financial Advisor

Financial Advisor Training and Certification Program

Lead with confidence and ethics while helping others make better informed financial decisions.

The Financial Advisor Training Institute, a 501(c)3 public charity, offers an accelerated, online financial advisor program that prepares you to become a financial advisor in just 14 or 28 weeks. The only online financial advisor training program in the United States, our certification program equips you with industry insights and essential skills needed to not only pass professional exams required but also business building skills to become a successful financial advisor.

Whether you want to pursue financial advisor career paths in investments, insurance, or planning, you’ll be ready for wherever your future takes you. Our online financial advisor certification program guarantees job placement upon coursework completion and certification.

What Financial Advisor Program Graduates Are Saying

  • Starting my new career, my boss is impressed with how much I know about the industry and I'm off to an amazing start business-wise. All I have to do is run the game plan FATI helped me develop!

Financial Advisor Training Program Features

At the Financial Advisor Training Institute, you can become a financial advisor and finish our online coursework in as little as 14 or 28 weeks. Throughout our financial advisor program, you’ll gain cutting-edge talents, techniques and tools needed to succeed in our industry. Our online financial advisor certification program will:

 

  • Prepare you to meet and exceed industry standards.
    Prepare you to meet and exceed industry standards.

    Learn more about contact and prospect management, financial planning processes, retirement plans and much more. Our financial advisor program 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.

  • Connect you with industry experts.
    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 enrollment coach Virgil Gribbin, will be there to help you with questions, as well as navigate the financial advisor certification process.

  • Help you pursue a rewarding career at a faster pace.
    Help you pursue a rewarding career at a faster pace.

    Our online financial advisor training program is just 14 weeks. You’ll take coursework four hours a day, five days a week — 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.
    Enable you to secure sponsorship.

    Gaining sponsorship is an important step in your financial advisor career path. Through the Financial Advisor Training Institute, we’ll connect you with a financial broker or dealer who will sponsor you and offer you a job when you complete our financial advisor program and pass your professional certification exams. If you already have an agreement with a financial broker dealer, you can pursue our coursework at lower cost and gain financial advisor certification.

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Financial Advisor Training Program Highlights

  • Online Classes

    100%

  • Job Placement Rate

    100%

  • Weeks to Complete

    14

Keeping the Financial Advisor Profession Alive. Building the industry’s future pipeline with qualified, inspired talent.

Keeping the Financial Advisor Profession Alive. Building the industry’s future pipeline with qualified, inspired talent.

The Current Opportunity

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

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

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

What Can You Do With Financial Advisor Certification?

Our online financial advisor training program 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.

Financial Advisor Career Paths

Recent graduates from our financial advisor training program work in:

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

 

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