About

The Financial Advisor Training Institute’s (FATI) mission is to restock a depleting talent pool of qualified Financial Advisors 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 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 because future generations deserve sound financial advice.