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Donate to the Institute

Make the future possible for students and our industry.

Donations to the Financial Advisor Training Institute directly contribute to providing grants to interested students to defray training costs. Please consider one of the following ways you can support the next generation of Financial Advisors and pay it forward:

  • Donate an amount for each year you have spent in the industry. Many of our donors start by giving $10/year they’ve been in practice.
  • Make a donation in honor of the person who got you into the industry. This individual will be named as a Foundation Member and honored for your gift. Typical donations in this category begin at $500.
  • Give an amount of your choosing. Minimum donations are $25.

With your generosity, we can ensure others having an opportunity to enjoy our wonderful career.

The Financial Advisor Training Institute is a 501(c)3 non-profit public charity organized under Public Charity Status 509(a)(2). As such, all contributions/donations made to the Financial Advisor Training Institute are tax-deductible. 

 

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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