FINANCIAL ADVISOR TRAINING INSTITUTE
EIN 84-2218596 · Special Education (B28)
What they do
FORM 990, PART I, LINE 1, DESCRIPTION of ORGANIZATION MISSION: QUALIFIED FINANCIAL ADVISORS IN THE UNITED STATES BY CREATING A CONSISTENT LEARNING ENVIRONMENT THAT TEACHES PROFESSIONALISM, HIGH ETHICAL STANDARDS, SOPHISTICATED INVESTMENT and INSURANCE KNOWLEDGE, and PROPER SALES and CLIENT INTERACTION SKILLS. THE INSTITUTE WILL TRAIN 250,000 NEW FINANCIAL ADVISORS OVER THE NEXT 15 YEARS. OUR INTENT is NOT to SAVE A FOR-PROFIT INDUSTRY BUT RATHER to KEEP A PROFESSION CRITICAL to THE FINANCIAL WELL-BEING of THE U.S. ECONOMY and THE AMERICAN PUBLIC AT LARGE THRIVING BECAUSE FUTURE GENERATIONS DESERVE SOUND FINANCIAL ADVICE.
Should I give to this charity?
Of every $100 spent, about $76.10 was reported for mission work. Use the spending picture below and ask what results that work produced.
Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.
Basic facts we verified
Money report from 2025The charity has a recent tax report to read.
They explain their jobThe charity tells us what it is trying to do.
They name their leaders6 people are listed in the latest report.
You can reach themThey list contact information, so you can ask questions.
Money made simple
Ask these three easy questions
- Who did you help? Ask for a recent story or report that shows real results.
- What will my money do? Ask exactly what your gift will pay for.
- Is this really the charity? Give only through its official website or confirmed phone number.
Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.
Financial picture
A quick look at the charity’s latest reported finances. The available records are too limited for us to sell a complete report.
How reported expenses were divided
This free view shows the broad spending mix. Exact dollar amounts and revenue comparisons are included in the complete report.
Mission work is the Form 990 category called program services. These are the organization’s reported accounting categories, not an independent measure of results.
About this charity
- Recognized since
- January 2020
- Location
- 3707 W MAPLE RD STE 101, BLOOMFLD HLS, MI 48301-3201
- County
- Oakland
- In care of
- TERRY LINDNER