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 is compliant with the Proprietary Schools Act, Act 148 of 1943 as amended. Their Certificate number is 8604001533. The Financial Advisor Training Institute is a non-profit organization with a 501 (c) 3 tax-exempt status. 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 personnel. 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 Certification Program, which will lead to full-time employment after I complete the course. 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 Certification 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. Their program will provide this for me. 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? *

Sponsorship, Licensing, and Business Acceleration (Full Certification)

Licensing, and Business Acceleration

Business Development Only

Licensing Only (Admissions Approval Required)

Certified Financial Planner (CFP)

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. I agree to the terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.