Program Overview

The Financial Advisor Training Institute offers an accelerated online training program designed to equip you with the knowledge and skills needed to succeed in this dynamic field in as little as 14 weeks.

Guaranteed job placement after completing the coursework and certification. Minimum base salary is $50,000 + incentive. Average graduate base is $78,000 + incentive.

What You Will Learn

Our comprehensive program includes nearly 300 hours of industry-specific training across four units and 14 chapters. Key topics covered include:

• Financial Services Industry Overview: Understanding the financial services landscape and planning processes.

• Client Management: Techniques for activity and contact management, prospecting for new clients, and building client relationships.

• Advising and Risk Management: Essential skills in advising clients and managing financial risks.

• Investment Products: In-depth training on annuities, retirement plans, mutual funds, and exchange-traded funds (ETFs).

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

• In addition to exam preparation, we provide the broker-dealer sponsor for the Series 7 and Series 66 exams.

Flexible financing/payment options may be available and can be discussed by the school's enrollment coach during the inquiry process.