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Financial Advisor
Program Overview


At the Financial Advisor Training Institute, gain the necessary knowledge and skills to become a Financial Advisor and pursue a rewarding career in as little as 14 weeks.

Our accelerated, online Financial Advisor classes provide training in various financial topics and how they apply to real-life and practical situations. These lessons will prepare you for certification and licensing exams, so you’ll be professionally qualified to help others meet their financial goals.

financial advisor in training

Guaranteed Job Placement

When you complete our Financial Advisor courses and pass your certification exams, we guarantee job placement — which means you can hit the ground running as a Financial Advisor in less time than you may think.  

You will also enjoy a career that offers a flexible work schedule and the ability to build a financial practice that fits your interests and passions.

Steps to Becoming a Financial Advisor

According to recent surveys from Statista, nearly 40% of Americans frequently partner with a Financial Advisor — a number that is continuing to grow. That means now is a great time to take a Financial Advisor course that teaches you how to become a Financial Advisor.

Financial Advisors come from all walks of life and nearly every background. To get started on this career path, follow these three steps to becoming a Financial Advisor:

1. Earn a college degree or high school diploma.

Professional Financial Advisors come from a variety of educational and experiential backgrounds. Whether you graduated a year ago or it’s been a decade or two, a high school diploma is all that’s required to pursue fFinancial Advisor courses. If you have an associate or bachelor’s degree in any field, you will have an even stronger foundation as you take Financial Advisor classes.

2. Pursue Financial Advisor classes from the Financial Advisor Training Institute.

Our accelerated, online program will teach you how to become a Financial Advisor with topics in contact and prospect management, financial planning, retirement plans, and much more.  You’ll tackle three different subjects in each chapter of our Financial Advisor classes. Coursework, on average, is 10-20 hours per week.

3. Acquire necessary certifications and licenses.

Where you choose to work and what services you want to provide to clients will determine which certifications and licenses you need — one of the most important steps to becoming a Financial Advisor. Some of our most recent students have taken the Securities Industry Essentials exam and the Series 7 and 66 exams, among others.

a hand swiping on a tablet

What Will You Learn in Our Financial Advisor Courses?

At the Financial Advisor Training Institute, a 501(c)3 public charity, our Financial Advisor classes cover 4 Units, and 14 Chapters, each containing three unique subjects each session. That’s nearly 300 hours of industry-specific training from our expert financial educators.

How to become a Financial Advisor will start with learning more about the financial services industry and our planning processes. From there, you can expect to take Financial Advisor classes in:

  • Activity and contact management, as well as ways to prospect for new clients

  • Advising and risk management

  • Annuities, retirement plans, mutual funds, and exchange-traded funds (ETFs)

  • Business acceleration training, which will help build and finalize your go-to-market strategies and allow you to succeed sooner

  • Life insurance and long-term care and disability insurance

  • Preparation for exams and licenses, including state-specific life and health licenses, Series 7 and 66 exams, and the Securities Industry Essentials (SIE) exam

Paying for Your Financial Advisor Classes

At the Financial Advisor Training Institute, we offer multiple financing and payment options to help you learn how to become a Financial Advisor. You can start our program for as little as $0 down and make payments once you’re employed.

Tuition Reimbursement

Many of the financial firms that recruit and hire our certificants will reimburse to you the cost of your tuition.  Some employers reimburse you at the rate of $1,000 per month for 12 months, some reimburse at the rate of $3,000 every 3 months, and some reimburse the $12,720 to you as a signing bonus. While we don’t recommend that you base your employment decision solely on whether or not a prospective employer will reimburse your tuition, this is a major consideration.

Accelerate Your Career

Our program will advance your career by two years. Certificants who complete our program start their career at the same place as those who became a Financial Advisor without the FATI program as much as two years prior. Even factoring in the cost of tuition, you will be more than $100,000 ahead of those who entered the business any other way than the Financial Advisor Training Institute.

Lending And Payment Options

While we do not offer traditional financial aid for your Financial Advisor courses, we do offer many lending and payment options. Most importantly, we offer guaranteed career placement. Our enrollment coaches, Virgil Gribbin and Jill Moses, will walk you through the steps to becoming a Financial Advisor and help you through the various ways you can pay for your accelerated training.

Contact One of our enrollment coaches

Virgil Gribbin (313) 547-6838

Jill Moses (313) 547-6832

Deb Miera (313) 637-6881

Chris Cornwell (313) 889-7557

Tonya White (313) 242-7896

Text: (313) 362-8595

Program Outcomes for Our Financial Advisor Classes

According to the U.S. Bureau of Labor Statistics, careers as Financial Advisors will continue to grow over the next decade. Join a rewarding career sooner by pursuing our Financial Advisor courses.

Our Financial Advisor Training Institute graduates can expect:

  • Guaranteed career placement from one of our more than 50 financial brokers or dealers. In some cases, our financial brokers and dealers may reimburse some — or all — of your investment in our Financial Advisor classes.

  • Proven, actionable and personalized go-to-market plans that will complement your goals and career aspirations.

  • To be prepared for top-level licensure exams. In fact, we pay for you to take the first sitting of any financial exam. Our graduates have a nearly 95% pass rate on the life and health insurance licensure exam and a 90% pass rate on the SIE exam.

  • Career placement services, if you choose to evaluate additional employment offers.

financial advisor working with a client in a modern conference room

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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."

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."

Sydney B, 33

"I was a retail worker at a local home improvement store. I chose to go through the Financial Advisor training program, because they have a complete program that not only helped me get my licensing, but also helped me with the business development that is critical to being a Financial Advisor"

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