Our Mission
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FMT is on a mission to help fiduciary advisors improve their client relationships through financial education.
We accomplish this by providing RIAs with compliance-approved, financial planning and retirement education courses offered through colleges, universities, and other educational venues nationwide. Our course programs are taught exclusively through local, licensed and experienced investment advisors who adhere to the fiduciary standard. Our Licensed Instructors teach our courses not only as a way to develop their personal networks and client relationships, but also as a way to give back to their local communities. |
Our Values |
We believe that a Fiduciary Advisor has a responsibility to always act in their clients' best interest. The best way to help a client make good financial decision is to educate them. We don't allow anyone to become a Licensed Instructor; in order to qualify, prospective instructors must have sufficient industry licensing and credentials and agree to not market any financial products during the class.
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Our History |
FMT was founded in 2001 by veterans of the retirement education industry. Since then, over 500,000 people have attended our financial education courses at thousands of educational venues nationwide.
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