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Programs Overview

Terms and Conditions

If an applicant who has paid their course fee and enrolls in our 14-week Bootcamp and does not pass credit and criminal background standards after the enrollment fee has been paid and processed, the Financial Advisor Training Institute will refund all amounts received from the enrollee less a $400 processing charge and less the cost of training materials shipped ($850.00) totaling $1,250. 

If a candidate withdraws from the Bootcamp prior to 30 days of the scheduled class start date and the enrollment fee has been processed, the Financial Advisor Training Institute will refund all amounts received from the enrollee less a $400 processing charge and less the cost of training materials shipped ($850.00) totaling $1,250.

Withdrawal from any boot camp requires written notice to support@usfati.org or sent to:

Financial Advisor Training Institute

3707 West Maple Rd. Suite 101

Bloomfield Hills, MI 48301

If a candidate withdraws from the Bootcamp which includes exam sponsorship more than 30 days after the scheduled start date, any amount that the enrollee paid in excess of $4240 will be refunded.  

If a candidate withdraws from the Bootcamp which does not include exam sponsorship more than 30 days after the scheduled start date, any amount that the enrollee paid in excess of $3500 will be refunded.  

More than 30 days after the scheduled Bootcamp start date: in the event that a candidate is unable to attend their scheduled Bootcamp on the class start date and the enrollment fee has been paid by the enrollee, or should an enrollee not complete or earn certification during their scheduled Bootcamp dates, the enrollee will be able to attend any other 14-week Bootcamp beginning within one year of the originally scheduled Bootcamp start date free of charge.

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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