Do you need to obtain the licenses and registrations necessary to become a Financial Advisor? Do you need a book of business? BrokerHunter has partnered with Financial Advisor Training Institute to make that happen for you.
Online classes
Course Requirements
Job placement for FATI grads
Receive a guaranteed job offer when you complete the Financial Advisor Training Institute (FATI) Certification program and pass your required exams.
FATI is the only organization of its kind in the nation, providing accelerated, industry-best training that helps driven people like you pursue a noble career helping others maximize the value of their investments.
"The Financial Advisor profession is a noble career that’s needed now more than ever before. FATI exists to find, train, and place people who are eager to take control of their future while also empowering others to build the wealth they need to sustain their dreams."
–Terry Lindner, Founder and CEO of FATI
of people would prefer a human Financial Advisor to a “robo-advisor.”
of retail Financial Advisors are over the age of 55.
of retail Financial Advisors plan to retire in the next decade.
projected shortfall of retail Financial Advisors by 2022.
Terry Lindner has been an active member of the financial services industry for more than 30 years. He has trained and mentored thousands of recent college graduates and career changers as a Chartered Financial Consultant, Branch Manager, Regional Manager, Market Director, and Executive Vice President. Terry’s passion for the financial industry and natural ability to inspire others makes him the ideal creator for FATI—and a powerful ally in your career journey.
Assesses your knowledge of securities products and their risks, how securities markets are structured, regulatory agencies, and prohibited practices.
Ensures that you understand investment risk, taxation, equity and debt instruments, packaged securities, options, and retirement plans.
Comprehensive exam covering economic factors, investment vehicle characteristics, client/customer investment recommendation strategies, and investment laws/regulations.
While each state’s requirements vary, these exams typically evaluate your understanding of insurance types, policy riders, provisions, options, exclusions, plan modifications, underwriting policies, and more.
Some states require Financial Advisors to pass this exam, which measures your knowledge of and ability to sell mutual funds and other variable annuities.
At FATI, our 100% online program structure is pretty straightforward: You’ll have one year to complete the 4 Units consisting of 14 total chapters of content.
Each day, you’ll benefit from the expert insights shared by our experienced instructors, as well as the perspectives from your fellow classmates who are eagerly pursuing the same goals as you.
Get more details about how FATI works, what you’ll learn, and more.
Get Your Free GuideFATI is a 501(c)(3) non-profit public charity. Our mission is to prepare you to provide informed and ethical advice that helps people build their wealth better.
As a growing number of current Financial Advisors approach retirement age, FATI is committed to training a new generation of driven, knowledgeable advisors who can help their clients and the economy thrive. Learn more about FATI’s mission and leadership.
How many colleges and bootcamps can guarantee you a job offer when you finish their program? FATI can, thanks to the thoroughness of our curriculum and our extensive industry connections.
How many colleges and bootcamps can guarantee you a job offer when you finish their program? FATI can, thanks to the thoroughness of our curriculum and our extensive industry connections.
How many colleges and bootcamps can guarantee you a job offer when you finish their program? FATI can, thanks to the thoroughness of our curriculum and our extensive industry connections.
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Bloomfield Hills, MI 48301
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