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Why We Exist

Our Mission

Reviving an Industry for the Future

The Financial Advisor Training Institute’s mission is to restock a depleting talent pool of qualified Financial Advisors in the retail investment community in the United States by creating a consistent learning environment that teaches:

  • Professionalism 
  • High ethical standards
  • Sophisticated investment and insurance knowledge
  • Proper sales and client interaction skills

The Institute will train 250,000 new professional Financial Advisors over the next 15 years. Our intent is not to save a for-profit industry but rather to keep a profession critical to the financial well-being of the U.S. economy and the American public at large thriving.

We exist to save the Financial Advising from extinction and replenish a depleting talent pool with qualified Financial Advisors because future generations deserve sound financial advice.

The Financial Advisor Training Institutes' main programming is the recruitment of Financial Advisor candidates and the development and education of them through the FATI Certification. Additionally, FATI can provide sponsorship for those who need it. Lastly, the ultimate placement of graduates is a support role the institute can play. We create a significant winning situation for the graduates of the program, the clients they serve, the industry we love, the financial wellness of the general public, and US economy as a whole. Join us in this mission.

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

© 2020 Financial Advisor Training Institute

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