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Programs Overview

Sponsorship and Licensing

 

For CFP Board Registered Schools Students and Alumni Only

The Financial Advisor Training Institute offers Sponsorship and Licensing over 14-week track.

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.

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

If approved, the investment for this program is $4,000.

Week # Exam
1 Life & Health
2 Life & Health
3 Life & Health
4 SIE
5 SIE
6 SIE
7 Series 7
8 Series 7
9 Series 7
10 Series 7
11 Series 66
12 Series 66
13 Series 66
14 Flexible


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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