Financial Advisor Training Institute

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.