How You Can Help Other Financial Advisors

Female financial advisor outside of an office building. Learn more about how you can help the Financial Advisor Training Institute®. — Give back to the profession that’s given you so much

Your Help Makes a World of Difference

Our industry is not growing future Financial Advisors like it used to. There are not many firms taking a chance on advisors and a massive deficit of qualified talent is projected.

We need to help motivated, talented individuals get into this industry and be given a chance. Financial Advising is an immensely rewarding profession. The number of lives you’ve changed financially for the better and the success you’ve enjoyed deserves to be paid forward.

Help us create the next generation of Advisors to serve your clients, be your successor, fulfill your retirement, and keep our industry alive.

Education is the Answer

The Financial Advisor Training Institute® exists to save the retail Financial Advisor profession from extinction and replenish a depleting talent pool with qualified Financial Advisors for the financial well-being of the US Economy and the American public at large. This is accomplished by providing the best training possible to ensure positive growth and sustained momentum. Our instructors are practicing industry veterans who understand the components of building a lasting career.

Encourage others to join this amazing career and help us get the word out. Consider exploring our donation options to pay it forward for the next generation of Financial Advisors. By paying a little forward and giving back to this industry that has provided so much to you, you can help ensure that the industry recovers and thrives in the future. Thank you for your consideration and support.

How You Can Help

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 have 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.

Other Ways To Help

Sponsorship Opportunities

Whether you are a Corporate Organization, passionate about saving our industry, or a Product Provider who is interested in providing your expertise and resources to the cause, we want to hear from you. Please submit any questions, suggestions, or general feedback on our Sponsorship Opportunities page. We’ll get back to you as soon as we can. Thank you for your interest.

Become an Instructor

Are you, or someone you know, passionate about sharing your industry knowledge with the next generation of Financial Advisors? We have instructor opportunities throughout the United States, to teach our 14 or 28-week courses. Whether you are active or retired, if you are interested in giving back and training others, let’s chat. Please visit our Become an Instructor page and fill out the form.

Financial Advisor Development Course for Employers

At the Financial Advisor Training Institute® (FATI), we understand your challenge. The time, resources, and risk you bear when hiring, training, and developing advisors on your own. Let the Financial Advisor Training Institute® assist you. Visit our Financial Advisor Development Course for Employers page and fill out the form and we will contact you.

Recruit or Place Our Students and Graduates

Are you an industry recruiter interested in placing our certificants or in locating quality candidates for the Financial Advisor Training Institute®? We look forward to the conversation. Please visit our Recruiters page and fill out the form.

Share Your Story – Provide a Testimonial

The retail Financial Advisor industry is facing many challenges to attract new talent to the industry. The Financial Advisor Training Institute® is here to help to ensure that the industry attracts new talent and help the industry grow. Please visit our Share Your Story page for more details.

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.