Building a better future for our industry—and for you

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Committed to helping people and the economy thrive

The Financial Advisor Training Institute (FATI) is a 501(c)(3) non-profit public charity. Our mission is to train a new generation of Financial Advisors to provide sound, ethical financial advice critical to the well-being of American individuals and families—and the U.S. economy as a whole. We invite you to help us achieve our goal to train 250,000 new financial advisors by 2035.

Join Us In Our Mission


Average retirement savings accumulation increase for those with a financial plan created by a Financial Advisor.


Average increase in median annual return for retirement savers working with a Financial Advisor.


Percentage of retail customers who prefer working with a human Financial Advisor instead of a “robo-advisor.”

Sources: MarketWatch, MDRT

Meet Our Founder & CEO

Terry Lindner has been an active member of the financial services industry for more than 30 years. He has trained and mentored thousands of recent college graduates and career changers as a Chartered Financial Consultant, Branch Manager, Regional Manager, Market Director, and Executive Vice President. Terry’s passion for the financial industry and natural ability to inspire others makes him the ideal creator for FATI—and a powerful ally in your career journey.

"The Financial Advisor profession is a noble career that’s needed now more than ever before. FATI exists to find, train, and place people who are eager to take control of their future while also empowering others to build the wealth they need to sustain their dreams."

–Terry Lindner, Founder and CEO of FATI

Committed to quality and inclusivity

FATI’s curriculum and learning environment are founded upon our values:

Nondiscrimination Policy

FATI admits students of any race, color, national and ethnic origin to all the rights, privileges, programs, and activities accorded or made available to students at the Institute. It does not discriminate on the basis of race, color, national and ethnic origin in administration of its educational policies, grants, scholarship and loan programs, and athletic or other school-administered programs.