If an applicant who has paid their course fee, or accepted a financing loan (i.e. Climb Credit), and enrolls in our Financial Advisor Certification Program (“The Program”) and does not pass credit and criminal background standards after the enrollment fee has been paid or financing loan has been accepted, the Financial Advisor Training Institute will refund all amounts received from the enrollee less a $400 processing charge and less the cost of training materials shipped ($850.00) totaling $1,250. If a candidate withdraws from The Program prior to 15 days or in the first 15 days of the scheduled class start date and the enrollment fee has been processed or financing loan (i.e. Climb Credit) has been accepted, the Financial Advisor Training Institute will refund all amounts received from the enrollee less a $400 processing charge and less the cost of training materials shipped ($850.00) totaling $1,250. Withdrawal from any boot camp requires written notice to support@usfati.org or sent to: Financial Advisor Training Institute 3707 West Maple Rd. Suite 101 Bloomfield Hills, MI 48301 In order to be eligible for a refund of any kind, we must receive your request to withdraw or cancel your class by midnight, eastern standard time, prior to, or on, the 15th calendar day of class. If a candidate withdraws from the Bootcamp, which includes exam sponsorship, after midnight eastern standard time, more than 15 days after the scheduled start date, no refund will be given. If a candidate withdraws from the Bootcamp, which does not include exam sponsorship, after midnight eastern standard time more than 15 days after the scheduled start date, no refund will be given. No FATI program and/or Bootcamp that is presently offered or offered in the future will refund after 15 days of the scheduled start date. On the 16th day of class, our vendors are paid and there is no possibility for a refund. In the event that a candidate is unable to attend their scheduled Bootcamp on the class start date and the enrollment fee has been paid by the enrollee or should an enrollee not complete or earn certification during their scheduled Bootcamp dates, the enrollee will be able to attend any other 14 or 28-week Bootcamp beginning within one year of the originally scheduled Bootcamp start date free of charge.
What Information Do We Collect? When you visit our website you may provide us with two types of information: personal information you knowingly choose to disclose that is collected on an individual basis and website use information collected on an aggregate basis as you and others browse our website.Personal Information You Choose to Provide We may request that you voluntarily supply us with personal information, including your email address, postal address, home or work telephone number and other personal information for such purposes as correspondence, placing an order, requesting an estimate, or participating in online surveys.If you choose to correspond with us through email, we may retain the content of your email messages together with your email address and our responses. We provide the same protections for these electronic communications that we employ in the maintenance of information received by mail and telephone.Website Use Information Similar to other websites, our site may utilize a standard technology called "cookies" (see explanation below, "What Are Cookies?") and web server logs to collect information about how our website is used. Information gathered through cookies and server logs may include the date and time of visits, the pages viewed, time spent at our website, and the sites visited just before and just after ours. This information is collected on an aggregate basis. None of this information is associated with you as an individual.How Do We Use the Information That You Provide to Us? Broadly speaking, we use personal information for purposes of administering our business activities, providing service and support and making available other products and services to our customers and prospective customers. Occasionally, we may also use the information we collect to notify you about important changes to our website, new services and special offers we think you will find valuable. The lists used to send you product and service offers are developed and managed under our traditional standards designed to safeguard the security and privacy of all personal information provided by our users. You may at any time to notify us of your desire not to receive these offers.What Are Cookies? Cookies are a feature of web browser software that allows web servers to recognize the computer used to access a website. Cookies are small pieces of data that are stored by a user's web browser on the user's hard drive. Cookies can remember what information a user accesses on one web page to simplify subsequent interactions with that website by the same user or to use the information to streamline the user's transactions on related web pages. This makes it easier for a user to move from web page to web page and to complete commercial transactions over the Internet. Cookies should make your online experience easier and more personalized.How Do We Use Information Collected From Cookies? We use website browser software tools such as cookies and web server logs to gather information about our website users' browsing activities, in order to constantly improve our website and better serve our users. This information assists us to design and arrange our web pages in the most user-friendly manner and to continually improve our website to better meet the needs of our users and prospective users.Cookies help us collect important business and technical statistics. The information in the cookies lets us trace the paths followed by users to our website as they move from one page to another. Web server logs allow us to count how many people visit our website and evaluate our website's visitor capacity. We do not use these technologies to capture your individual email address or any personally identifying information about you.Notice of New Services and Changes Occasionally, we may use the information we collect to notify you about important changes to our website, new services and special offers we think you will find valuable. As a user of our website, you will be given the opportunity to notify us of your desire not to receive these offers by clicking on a response box when you receive such an offer or by sending us an email request.How Do We Secure Information Transmissions? When you send confidential personal information to us on our website, a secure server software which we have licensed encrypts all information you input before it is sent to us. The information is scrambled en route and decoded once it reaches our website.Other email that you may send to us may not be secure unless we advise you that security measures will be in place prior to your transmitting the information. For that reason, we ask that you do not send confidential information such as Social Security, credit card, or account numbers to us through an unsecured email.How Do We Protect Your Information? Information Security -- We utilize encryption/security software to safeguard the confidentiality of personal information we collect from unauthorized access or disclosure and accidental loss, alteration or destruction.Evaluation of Information Protection Practices -- Periodically, our operations and business practices are reviewed for compliance with organization policies and procedures governing the security, confidentiality and quality of our information.Employee Access, Training and Expectations -- Our organization values, ethical standards, policies and practices are committed to the protection of user information. In general, our business practices limit employee access to confidential information, and limit the use and disclosure of such information to authorized persons, processes and transactions.How Can You Access and Correct Your Information? You may request access to all your personally identifiable information that we collect online and maintain in our database by emailing us using the contact form provided to you within the site structure of our website.Do We Disclose Information to Outside Parties? We will NOT provide anyinformation about our students, donors, customers, sales, progress,results, work documents, class documents, website traffic patterns, orrelated website information to anyone or any entity.What About Legally Compelled Disclosure of Information? We may disclose information when legally compelled to do so, in other words, when we, in good faith, believe that the law requires it or for the protection of our legal rights.Permission to Use of Materials The right to download and store or output the materials in our website is granted for the user's personal use only, and materials may not be reproduced in any edited form. Any other reproduction, transmission, performance, display or editing of these materials by any means mechanical or electronic without our express written permission is strictly prohibited. Users wishing to obtain permission to reprint or reproduce any materials appearing on this site may contact us directly.
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Financial Advisor Training Institute, a 501(c)3 Public Charity
3707 West Maple Road Suite 101
Bloomfield Hills, MI 48301