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How You Can Help Other Financial Advisors

Give Back to the Profession That’s Given You So Much

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 deserve 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.

woman standing outside of financial advisor training institute

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 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 that 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.

30 year old female financial advisor student standing in front of a brink building

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 having 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.

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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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