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Become a
Financial Advisor


The Financial Advisor Training Institute, a 501(c)3 public charity, offers a 14 week online Financial Advisor program that prepares you to enter the field, and we guarantee job placement upon coursework completion and certification. The only online Financial Advisor training program in the United States, our certification program equips you with industry insights and essential skills needed to not only pass professional exams required but also business building skills to become a successful Financial Advisor.

Whether you want to pursue Financial Advisor career paths in investments, insurance, or planning, you’ll be ready for wherever your future takes you.

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What Can You Do With
Financial Advisor Certification?

Our online Financial Advisor training program stands out because we guarantee a job offer upon completion of the coursework and passing necessary exams. We have agreements and connections with many financial firms around the country to help you become a Financial Advisor.

Recent graduates from our Financial Advisor training program work in:

  • Independent Firms

  • Wirehouse

  • Bank Channel

  • Insurance Companies

  • Other Financial Channels


Online Classes

14 Weeks

Weeks to Complete


Job Placement Rate

Financial Advisor Training Program Features

At the Financial Advisor Training Institute, you can become a Financial Advisor and finish our online coursework in as little as 14 weeks. Throughout our Financial Advisor program, you’ll gain cutting-edge talents, techniques and tools needed to succeed in our industry. Our online Financial Advisor certification program will:

Help you pursue a rewarding career at a faster pace.

Our online Financial Advisor training program in as little as 14 weeks. You’ll take coursework online — all on a schedule that works for you. While you’ll benefit from expert educators, you’ll also connect and network with fellow classmates who are just like you — striving to become a Financial Advisor.

Enable you to secure sponsorship.

Gaining sponsorship is an important step in your Financial Advisor career path. Through the Financial Advisor Training Institute, we’ll connect you with a financial broker or dealer who will sponsor you and offer you a job when you complete our Financial Advisor program and pass your professional certification exams. If you already have an agreement with a financial broker dealer, you can pursue our coursework at lower cost and gain Financial Advisor.

Connect you with industry experts.

Take online coursework from our CEO, Terry Lindner . Terry has more than three decades of financial services industry experience and has trained and mentored thousands of young minds who are now financial advisors. Terry, along with enrollment coach Virgil Gribbin, will be there to help you with questions, as well as navigate the financial advisor certification process.

Prepare you to meet and exceed industry standards.

Learn more about contact and prospect management, financial planning processes, retirement plans and much more. Our financial advisor program curriculum is built to prepare you to pass exams required to become a financial advisor, including Securities Industries Essentials, Series 7 and Series 66, among others.

The Current Opportunity In The Financial Advisor Field


Investors want and need Financial Advisors: 85% of customers would rather work with a human Financial Advisor. Financial Advisors provide economic benefits of advice as much as 3% per year.

Who will be the next generation? As a 501(c)3 public charity, the Financial Advisor Training Institute will train 250,000 new professional Financial Advisors to bridge this gap and fill the need.

According to Moss Adams, an estimated shortfall of 200,000 retail Financial Advisors arrived in the United States in 2022.
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a financial advisor and a mans hand holding financial reports
Josh, R 46

"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."

Ann, P 41

"I really found the self-paced program appealing, and being remote that accommodated our schedules as well. As much as i loved being a teacher, I knew I would never be making the income as a teach that I would be making as a Financial Advisor."

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