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Helping You Become a Financial Advisor

Building the industry’s future pipeline with qualified, inspired talent. We exist to ensure the future preparedness of the next generation of retail Financial Advisors. By replenishing a depleting and aging workforce with a new, qualified talent pool, we can help uphold the financial well-being of the U.S. Economy and the American public at large.

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 State of the Industry

  • Advisor Shortfall by 2020

    220,000

  • Financial Advisors Age 35 or younger

    22%

  • Managed by Financial Advisors at risk (Trillions)

    $145

  • GDP at risk (Billions)

    $81

The Current Reality

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.

© 2020 Financial Advisor Training Institute

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