Financial Advisor Training Institute

First Name *

Last Name *

Mailing Address *

City *

State *

ZIP code *

Email *

Mobile Phone *

I acknowledge that... *

The Financial Advisor Training Institute is a Michigan-based school and has complied with the Proprietary Schools Act, Act 148 of 1943 as amended. Their Certificate No. is 8604001533. The Financial Advisor Training Institute is a non-profit, 501(C)3. There is a tuition cost for the program. They do not accept Federal Grants, Veteran benefits, or Federal student loans at this time, but they do offer a discount for current and former military. They DO offer financing from multiple finance companies.

I also acknowledge that... *

I am applying for the opportunity to enroll in the Financial Advisor Training Institute training program which will lead to full-time employment after I complete the certification program. I understand that the minimum previous education to be considered is a High School diploma or GED. If I am accepted into the Financial Advisor Training Institute training program, I am aware that I must be sponsored by an F.I.N.R.A. member firm to take the Series 7 exam and the co-requisite Series 66 exam. Our program will provide this for you. Exam sponsorship does not mean Immigrant Visa sponsorship nor does it mean financial sponsorship.

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Are you a US Citizen or Permanent Resident or are you legally authorized to work in the USA on a permanent basis? *

Yes

Have you ever been charged or convicted of a misdemeanor or felony, even if you believe the charge/conviction to be expunged? *

Yes

Date of Charge(s) or Offense(s) *

Please provide details below *

Level of Offense and Result *

Misdemeanor - Not Convicted

Misdemeanor - Convicted

Felony - Not Convicted

Felony - Convicted

Within the past 5 years: have you had any past due debts, collections correspondence, made a compromise with any creditors, or any charge offs with creditors? . *

Yes

If yes, provide details below please *

Within the past 10 years: have you filed a bankruptcy petition or been the subject of an involuntary bankruptcy? *

Yes

How long ago was the bankruptcy? *

Within the last five years

Five to ten years ago

Was the bankruptcy due to medical debt? *

Yes

Please provide additional details below *

Within the past 10 years: based upon events that occurred while you exercised control over it, has a broker or dealer been the subject of an involuntary bankruptcy petition, or had a trustee appointed, or had a direct payment procedure initiated under the Securities Investor Protection Act? *

Yes

If yes, provide details *

Do you have any unsatisfied judgments or liens against you? *

Yes

If yes, provide details below *

Why is your FICO score 599 or below? *

Lack of credit history

Past debt/credit issues

Please provide additional details regarding your credit history (lack of credit or past debt/credit issues) *

For What Program Are You Applying? *

FATI Certification - I need SPONSORSHIP, licensing, and business acceleration

FATI Certification - I need licensing, and business acceleration

FATI Certification - Business Development Only

FATI Certification - Licensing Only (*Admissions Approval Required)

Do You Currently Hold Registrations for Life, Health, SIE, Series 6, and/or Series 66? *

Yes

Please list the registration(s) you currently hold (Life, Health, SIE, Series 7, and/or Series 66): *

Ideally, what date would you like to start the course? *

How did you hear about us?

Subscribe to our email newsletter?

Yes, I want to subscribe to your email newsletter.

I understand that withholding information requested on this application or falsifying information submitted through the application process will make me ineligible for admission to the institution or subject to dismissal. I certify that the statements I have made on this application and in all other application materials submitted are complete and true.

Yes

Student Full Name *

First Name
Middle
Last Name

By submitting this form, I am giving express written consent to receive text messages and/or telephone calls from or on behalf of the Financial Advisors Training Institute contacting me about educational opportunities via phone, including my mobile phone if provided, using an automatic dialer. I understand that my consent is not a requirement for any purchase.