Get the Skills to Become a Financial Advisor & Take the CFP Exam

Financial Advisor working on a laptop. Learn more about our Financial Advisor + CFP program today. — Our Financial Advisor + CFP course can help you achieve your career aspirations

14-Week* Online Financial Advisor Training + CFP

Are you passionate about finance and eager to help others achieve their financial goals? At the Financial Advisor Training Institute, we will set you on the path to success with our comprehensive Financial Advisor + Certified Financial Planner (CFP) course.

Our accelerated, online Financial Advisor + CFP classes provide training in various financial 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 financial 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.

Job Placement Guaranteed

Upon successful completion of our Financial Advisor course and passing your certification exams, we assure you of job placement. This means you can transition smoothly into your role as a Financial Advisor in less time than you may think.

Becoming a Qualified Financial Advisor

Recent Statista surveys indicate that almost 40% of Americans regularly consult a Financial Advisor, a trend that shows no signs of slowing down. Therefore, it’s an opportune time to enroll in a Financial Advisor course to learn the ropes of this profession.

Financial Advisors come from diverse backgrounds and walks of life. If you’re considering this career path, here are three steps to guide you on your journey to becoming a Financial Advisor:

: 1. Earn a college degree or high school diploma.

Professional Financial Advisors 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 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 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 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 classes. Coursework, on average, is 10-20 hours per week.

: 3. Acquire necessary certifications and licenses.

Where you choose to work and what 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 + CFP Career Training Ready? Find Out! Take the FATI “Financial Advisor + CFP 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 + CFP Career Training Readiness Score Now >>

Financial Advisor + CFP Course Outline

During the Financial Advisor + CFP course, you will start by learning more about the financial services industry and our planning processes. From there, you can expect to take Financial Advisor 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

CFP Exam Preparation

As part of this course, you’ll prepare for the CFP exam, a prestigious certification recognized worldwide. Our experienced instructors and rigorous review sessions will help you master the material and approach the exam with confidence.

Financing Your Financial Advisor + CFP Classes

At the Financial Advisor Training Institute, we’re committed to making your educational journey affordable. We offer multiple private student loan and payment options to help you learn how to become a Financial Advisor. With our flexible payment plans, you can begin our course with zero upfront costs, and start making payments only after you secure employment.

Tuition Reimbursement

Many financial institutions that recruit and employ our certified professionals offer tuition compensation. The reimbursement methods vary: some employers provide a monthly reimbursement of $1,000 over a year, others offer a quarterly payment of $3,000, and some even present the full tuition amount of $12,720 as a signing bonus. While we advise not to make your employment choice based solely on tuition reimbursement availability, it is a substantial factor to consider.

Boost Your Career as a Financial Advisor + CFP

With our Financial Advisor + CFP course, you can fast-track your career progression by two years. Graduates from our course begin their careers at the same level as those who started their journey as a Financial Advisor without the FATI course, up to two years earlier. Despite the tuition costs, you’ll find yourself over $100,000 ahead compared to those who joined the industry through any other avenue, affirming the Financial Advisor Training Institute as a superior path to success.

Prior to joining FATI I was in corporate America for 2 decades. Like a lot of career changers, I wanted to make a move and hit the ground running, and what really appealed to me was being able to complete the licensing while being employed so once I made that leap I would have that head-start.
Josh R, 46

Financing And Payment Solutions

Please note that conventional financial aid is not available for our Financial Advisor courses. However, we provide a variety of private student loans and payment alternatives. A standout feature of our course is the guaranteed career placement we offer. Our dedicated enrollment coaches will guide you on your journey to becoming a Financial Advisor, assisting you in navigating the various payment options for your fast-track training.

Contact one of our Enrollment Coaches

Financial Advisor + CFP Course Outcome

According to the U.S. Bureau of Labor Statistics, careers as Financial Advisors will continue to grow over the next decade**. Start your journey towards this fulfilling profession today with our Financial Advisor courses.

Here’s what you can expect as a graduate of Financial Advisor Training Institute:

Assured job placement through one of our 50+ affiliated financial broker-dealers. In certain scenarios, these broker-dealers may even offset some — or all — of the costs incurred during your Financial Advisor training.
Access to proven, practical, and tailored go-to-market strategies designed to align with your career goals and aspirations.
Comprehensive preparation for top-level licensure examinations. We cover the expenses for your first attempt at any financial exam. Our graduates have a nearly 95% success rate for the life and health insurance licensure exam and a 90% pass rate for the SIE exam.
Career placement services to help you explore additional job opportunities, should you wish to consider other 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

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