Take the

Financial Advisor Career Readiness Assessment

Understand your strengths and how they align with a financial advisor career in just a few minutes.

Take the Financial Advisor Career Readiness Assessment

Understand your strengths and how they align with a financial advisor career in just a few minutes.

To stay in touch with you

Full Name *

Phone *

Email *

State *

I agree to terms & conditions provided by the Financial Advisor Training Institute to receive text messages from the business.

Which course are you interested in? *

Are you legally able to work in the United States? *

Yes

No

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

Yes

No

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

Yes

No

Do you have a FICO score of 690 or higher?

Yes

No

Unsure

Due to our job placement guarantee, we request the above information from our students. By submitting this form, you consent to be contacted by the Financial Advisor Training Institute via phone, email, or text, including automated and AI-assisted communications, and acknowledge that you understand and agree to the terms. Msg & data rates may apply. Consent is not required to enroll. For more information, contact, 313-637-6643.

This section focuses on your interest in a Financial Advisor career and the factors influencing your consideration of this field.

What is driving your interest in financial advising at this point in your life? Select all that apply. *

I’ve been considering this profession for a while

I want a career that offers flexibility and control

I’m drawn to fields with long-term demand

Others have encouraged me to explore this path

I’m still clarifying my reasons

What steps have you already taken to learn about this career? Select all that apply. *

I’m in the early stages of exploring options

I’ve spoken with people I trust about it

I’ve researched programs or careers online

I’ve connected directly with a school or advisor

Your Social Style

Your personal style plays a role in determining which careers may be a strong fit.

My energy style *

Steady and composed

Enthusiastic and energetic

Logistics

Education & Access

Have you completed high school or equivalent? *

Yes

No

Currently enrolled

If completed, year of completion.

Have you previously taken online courses? *

Yes

No

Do you have reliable access to a computer and internet? *

Yes

No

Have you attended college or other post-secondary education? *

Yes

No

Is there anything else you’d like to share with us at this stage?

Your Support System

Last Step! One More Click to Get Your Results...

Different people need different amounts of support to succeed, especially with a major lifestyle change such as going to school. There are three main types of support:

Moral Support to help me make good decisions and keep me focused on my goal
Financial Support to help me pay for school and help cover living expenses
Lifestyle Support to help me with things like childcare, transportation, etc.

Who are the people most likely to support your decision to pursue this path? *

Supporter #1
Supporter #2
Supporter #3

What, if anything, is currently making it difficult to move forward? (Optional)

Is there anyone who is not supportive of your education plans? *

Yes

No

If yes, please explain what may be holding you back.

Your Score

Congratulations! You completed your readiness quiz. We will get back to you shortly with your report.