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Financial Advisor Program Overview

Terms and Conditions

Terms and Conditions

Effective 10/10/2022

If an applicant who has paid their course fee, or accepted a financing loan (i.e. Climb Credit), and enrolls in our 14 or 28-week Bootcamp and does not pass credit and criminal background standards after the enrollment fee has been paid or financing loan has been accepted, 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 15 days or in the first 15 days of the scheduled class start date and the enrollment fee has been processed or financing loan (i.e. Climb Credit) has been accepted, 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

In order to be eligible for a refund of any kind, we must receive your request to withdraw or cancel your class by midnight, eastern standard time, prior to, or on, the 15th calendar day of class.

If a candidate withdraws from the Bootcamp, which includes exam sponsorship, after midnight eastern standard time, more than 15 days after the scheduled start date, no refund will be given.

If a candidate withdraws from the Bootcamp, which does not include exam sponsorship, after midnight eastern standard time more than 15 days after the scheduled start date, no refund will be given.

No FATI program and/or Bootcamp that is presently offered or offered in the future will refund after 15 days of the scheduled start date.

On the 16th day of class, our vendors are paid and there is no possibility for a refund.

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 or 28-week Bootcamp beginning within one year of the originally scheduled Bootcamp start date free of charge.

 

Nondiscrimination Policy

The Financial Advisor Training Institute admits students of any race, color, national and ethnic origin to all the rights, privileges, programs, and activities accorded or made available to students at the institute. It does not discriminate on the basis of race, color, national and ethnic origin in the administration of its educational policies, grants, scholarship and loan programs, and athletic or other school-administered programs.

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