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Programs Overview

FATI Certification

 

The Financial Advisor Training Institute offers FATI Certification over a 14-week track.

This program combines all elements of the Sponsorship and Licensing Program with the Business Acceleration Program. This program is designed to accelerate your success by 1 1/2 years. The components and items provided for this program are as follows:

Sponsorship, study materials, and instruction for the following licenses and registrations are provided:

  • State-specific life and health license exam
  • Securities Industry Essential registration (SIE) exam
  • Series registration 7 exam
  • Series 66 registration exam
  • In some states the Variable Contracts exam. 

In addition, one exam sitting fee is provided for each exam.

It is not enough to be licensed to be a successful Financial Advisor. It is paramount you have a deeper understanding and training to be able to truly "do" the business and be successful.   

This program also provides the following online and industry expert instructor-led content:

  • Understanding of the 6 different industry distribution channels
  • What Advisor Protocol is and if it matters
  • Risk Management product application
  • Investment and Advisory product application
  • Risk and portfolio construction
  • Financial Planning process components
  • Activity management, business metrics, and contact management
  • Five tactical prospecting exercises to identify business opportunities
  • Technology vendor presentations
  • Industry professional interviews
  • And much more

Completing FATI Certification will not only have you licensed and ready to practice, help you identify your business opportunities and the path to financial success, but also showcase your potential to firms you may affiliate with.

You will have to apply and be accepted to participate in this program APPLY HERE NOW

If approved, the investment for this program is dependent on a couple of factors:

If you need sponsorship $12,000.

If you do not need sponsorship and are not a student or alumni of a CFP Board Registered College or University, investment is $10,000 

If you are a student or alumni of a CFP Board Registered College or University, you receive a 25% discount for an investment of $9,000

** If for whatever reason you cannot attend your scheduled program or do not complete your certification within 14 weeks, you can retake the program free of charge anytime within one year of your enrollment fee submission date. **

Week # Exam Ongoing Topic Weekly Topic
1 Life & Health Business Development Financial Services Industry
2 Life & Health Business Development Life Ins
3 Life & Health Business Development Life Ins
4 SIE Business Development Annuities
5 SIE Business Development LTC & Disability Ins
6 SIE Business Development Retirement Plans
7 Series 7 Business Development Mutual Funds & ETF's
8 Series 7 Business Development Risk / Portfolio
9 Series 7 Business Development Advisory
10 Series 7 Business Development Financial Planning 1st & 2nd
11 Series 66 Business Development Financial Planning Proposal
12 Series 66 Business Development Financial Planning Implement
13 Series 66 Business Development Activity & Contact Mgmt
14 Flexible Business Development Graduation




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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