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Course Overview

FATI online Financial Advisor classes.
Gain the knowledge and expertise needed to guide individuals and businesses toward their financial planning goals

14-Week* Online Financial Advisor Training Course

Financial Advisors are professionals who provide guidance to individuals and businesses on a range of financial planning matters. They play a critical role in helping clients make informed decisions about their financial future.

At the Financial Advisor Training Institute®, our accelerated, online Financial Advisor classes provide training in various personal financial planning topics and how they apply to real-life and practical situations. These lessons will prepare you for certification and licensing exams, so you’ll be professionally qualified to help others meet their personal financial planning goals.

The best way to see if the Financial Advisor Training Institute® is right for you is to book an online interview. You can meet with an Enrollment Counselor and get more information about career opportunities, our course, and more. Book an Online Interview Now or Get more info.

Guaranteed Job Placement

When you complete our Financial Advisor and Financial Planning courses and pass your certification exams, we guarantee job placement — which means you can hit the ground running as a Financial Advisor in less time than you may think.

You will also enjoy a career that offers a flexible work schedule and the ability to build a financial practice that fits your interests and passions.

Steps to Becoming a Financial Advisor

According to recent surveys from Statista, nearly 40% of Americans frequently partner with a Financial Advisor — a number that is continuing to grow. That means now is a great time to take a Financial Advisor and Financial Planning course that teaches you how to become a Financial Advisor.

Financial Advisors come from all walks of life and nearly every background. To get started on this career path, follow these three steps to becoming a Financial Advisor or Certified Financial Planner:

1. Earn a college degree or high school diploma.

Financial planning professionals come from a variety of educational and experiential backgrounds. Whether you graduated a year ago or it’s been a decade or two, a high school diploma is all that’s required to pursue Financial Advisor and Financial Planning courses. If you have an associate or bachelor’s degree in any field, you will have an even stronger foundation as you take Financial Advisor and Certified Financial Planner classes.

2. Pursue Financial Advisor classes from the Financial Advisor Training Institute®.

Our accelerated, online course will teach you how to become a Financial Advisor or Certified Financial Planner with topics in contact and prospect management, financial planning, retirement plans, and much more.  You’ll tackle three different subjects in each chapter of our Financial Advisor and Financial Planning classes. Coursework, on average, is 10-20 hours per week.

3. Acquire necessary certifications and licenses.

Where you choose to work and what personal financial planning services you want to provide to clients will determine which certifications and licenses you need — one of the most important steps to becoming a Financial Advisor. These licenses include the Securities Industry Essentials exam, the Series 7, Series 66 exam, and state-appropriate Life and Health Insurance exams.

Are You Financial Advisor Career Training Ready? Find Out! Take the FATI “Financial Advisor Career Training Readiness Quiz”

This fun, online quiz takes 3-minutes to complete and you’ll get a personalized report. Identify your strengths and social style plus the training and positions you’re best suited for. Get Your Financial Advisor Career Training Readiness Score Now

What Will You Learn in Our Financial Advisor Courses?

At the Financial Advisor Training Institute®, a 501(c)3 public charity, our Financial Advisor classes cover 4 Units, and 14 Chapters, each containing three unique subjects each session. That’s nearly 300 hours of industry-specific training from our expert financial planning educators.

How to become a Financial Advisor will start with learning more about the financial services industry and our personal financial planning processes.

From there, you can expect to take Financial Advisor and Financial Planning classes in:

  • Activity and contact management, as well as ways to prospect for new clients
  • Advising and risk management
  • Annuities, retirement plans, mutual funds, and exchange-traded funds (ETFs)
  • Business acceleration training, which will help build and finalize your go-to-market strategies and allow you to succeed sooner
  • Life insurance and long-term care and disability insurance
  • Preparation for exams and licenses, including state-specific life and health licenses, Series 7 and 66 exams, and the Securities Industry Essentials (SIE) exam

Paying for Your Financial Advisor Classes

At the Financial Advisor Training Institute®, we offer multiple private student loan and payment options to help you learn how to become a Financial Advisor or Certified Financial Planner. You can start our course for as little as $0 down and make payments once you’re employed.

Tuition Reimbursement

Many of the financial firms that recruit and hire our certificants will reimburse to you the cost of your tuition. Some employers reimburse you at the rate of $1,000 per month for 12 months, some reimburse at the rate of $3,000 every 3 months, and some reimburse the $12,720 to you as a signing bonus. While we don’t recommend that you base your employment decision solely on whether or not a prospective employer will reimburse your tuition, this is a major consideration.

Accelerate Your Career

Our course will advance your career by two years. Certificants who complete our course start their career at the same place as those who became a Financial Advisor or Certified Financial Planner without the FATI course as much as two years prior. Even factoring in the cost of tuition, you will be more than $100,000 ahead of those who entered the business any other way than the Financial Advisor Training Institute®.

I was a retail worker at a local home improvement store. I chose to go through the Financial Advisor training program, because they have a complete program that not only helped me get my licensing, but also helped me with the business development that is critical to being a Financial Advisor.
Sydney B, 33

Lending And Payment Options

While we do not offer traditional financial aid for your Financial Advisor and Financial Planning courses, we do offer many lending and payment options. Most importantly, we offer guaranteed career placement. Our enrollment coaches will walk you through the steps to becoming a Financial Advisor and help you through the various ways you can pay for your accelerated training.

Contact one of our Enrollment Coaches

Course Outcomes for Our Financial Advisor Classes

According to the U.S. Bureau of Labor Statistics, careers as Financial Advisors will continue to grow over the next decade**. Join a rewarding career sooner by pursuing our Financial Advisor and Financial Planning courses.

Our Financial Advisor Training Institute® graduates can expect:

  • Guaranteed career placement from one of our more than 50 financial broker-dealers. In some cases, our financial broker-dealers may reimburse some — or all — of your investment in our Financial Advisor and Financial Planning classes.
  • Proven, actionable and personalized go-to-market plans that will complement your goals and career aspirations.
  • To be prepared for top-level licensure exams. In fact, we pay for you to take the first sitting of any financial exam. Our graduates have a nearly 95% pass rate on the life and health insurance licensure exam and a 90% pass rate on the SIE exam.
  • Career placement services, if you choose to evaluate additional employment offers.

Is a Rewarding Career as a Financial Advisor Right For You? Get More Info…

If you’re interested in learning more about a career as a Financial Advisor and exploring whether the Financial Advisor Training Institute® is right for you, fill out the form on this page to receive more information.

For immediate questions, call 313-637-6643

Frequently Asked Questions

Which is better, CFP or CFA?

The decision between pursuing a Certified Financial Planner (CFP) certification and a Chartered Financial Analyst (CFA) designation depends largely on your career goals, as each certification caters to different areas within the financial industry.

CFP certification is focused on individual financial planning and wealth management. It covers a broad range of topics, including retirement planning, insurance planning, tax planning, estate planning, and investment management. This certification is ideal for those who want to work directly with individual clients to create comprehensive financial plans.

The CFA designation is more investment-focused and is often pursued by those interested in investment analysis, portfolio strategy, and asset management. This certification is often sought by those who want to work in investment banking, mutual funds, hedge funds, or asset management firms.

How do I learn financial planning?

Learning financial planning involves a combination of formal training, self-study, practical experience, and potentially obtaining professional certifications. Becoming proficient in financial planning takes time and practice. It’s a field that requires a strong understanding of financial principles, good analytical skills, and the ability to communicate complex concepts clearly.

Can I make $300k as a Financial Advisor?

It is possible to make $300,000 or more as a Financial Advisor, but this level of income is not typical for all advisors, especially those just starting out in the field. Income for Financial Advisors can vary widely depending on several factors, including experience, location, specialization, business model, and client base.

How do you become a Certified Financial Planner?

Becoming a Certified Financial Planner (CFP) involves several steps:

  • Education: Before you can take the CFP exam, you must complete a CFP Board-approved program. This program covers the major areas of financial planning, including insurance planning, investment planning, income tax planning, retirement planning, and estate planning.
  • Examination: After completing the education requirement, you must pass the CFP exam. The exam is a comprehensive, 6-hour test that covers the financial planning process, tax planning, retirement and employee benefits, estate planning, investment management, and insurance.
  • Experience: Before you can become a CFP, you must have at least 6,000 hours of professional experience related to the financial planning process, or 4,000 hours of Apprenticeship experience that meets additional requirements.
  • Ethics: Finally, you must agree to abide by the CFP Board’s Standards of Professional Conduct, which include rules of conduct, practice standards, and disciplinary rules. You also need to disclose any past or pending litigation or regulatory matters.

What will I learn in financial planning training?

Financial planning training programs cover a broad range of topics related to personal finance and financial planning. You can expect to learn about the following topics:

  • Financial Planning Process
  • Risk Management and Insurance Planning
  • Investment Planning
  • Income Tax Planning
  • Retirement Planning
  • Estate Planning
  • Professional Conduct and Regulation
  • Communication and Counseling

*Course length when completed in normal time.
**https://www.bls.gov/ooh/business-and-financial/personal-financial-advisors.htm#tab-6