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Programs Overview

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Thank you for your interest in applying as a candidate for the Financial Advisor Training Institute.

Due to the nature of the industry and the duty Financial Advisors have for their clients, financial and legal requirements exist by the regulatory bodies of the industry. As such, not everyone desiring to become a Financial Advisor can or should, we have a few brief questions of background information. If additional information is needed we will be in contact. 

After completing these questions, we will be in touch if your application has been approved.

 

First Name
Last Name
Country
Address Line 1
City
State
Postal Code
Please upload your resume or other employment documentation for the past 10 years. Please account for all time including full, part-time employments, self-employment, military service, homemaking, unemployment, etc.
No file selected
Criminal
Have you ever been charged or convicted of a misdemeanor or felony, even if you believe the charge/conviction to be expunged?
Credit History
Within the past 10 years: have you made a compromise with creditors, filed a bankruptcy petition or been the subject of an involuntary bankruptcy petition?
Credit History Con't
Within the past 10 years: based upon events that occurred while you exercised control over it, has an organization made a compromise with creditors, filed a bankruptcy petition or been the subject of an involuntary bankruptcy petition?
Credit History Con't
Within the past 10 years: based upon events that occurred while you exercised control over it, has a broker or dealer been the subject of an involuntary bankruptcy petition, or had a trustee appointed, or had a direct payment procedure initiated under the Securities Investor Protection Act?
Credit History Con't
Do you have any unsatisfied judgments or liens against you?
Credit Worthiness
How do you consider your credit worthiness? FICO of:
What Program Are You Applying For In?
Are You a Student/Alumni of a CFP Board Registered College or University?

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

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