Leaders in Exam Preparation and Training

Helping students succeed at every step.

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We’re celebrating 25 years!
Best Pass Rates in the Industry

With test results that are unmatched, Knopman Marks Financial Training is the leader in FINRA exam prep. We’ve helped thousands of candidates pass their licensing exams on the first attempt, and our pass rates are consistently above the industry average. Our expert instructors, coupled with comprehensive, easy-to-follow prep material, make it possible for 95% of our students to successfully pass their exams on their first try. That’s why the biggest Wall Street firms trust us to train their new analysts and associates.

A Dedicated Study Team

Our expert instructors and study crew guide students from the moment they receive our study materials until they successfully pass their exams. Instructors make a personal introduction to each student, and as students move through the curriculum, they receive regular email follow-ups on their materials, practice exams, and overall progress. Along the way, our data team and faculty work together to monitor and analyze students’ progress, flagging anyone who may need additional prep. This proactive approach is the basis of our partnership with our students, encouraging them to ask questions, receive additional help if they need it, and remain focused and accountable. Knopman Marks students are not on their own as they prepare for their license exams. We’re with them every step of the way.

Exam Predictors You Can Trust

Our data-driven exam-success indicators (diagnostic, benchmark, and practice tests) accurately predict exam readiness and the likelihood a student will pass. Each student also receives regular input from their instructors on their readiness to sit for the exam. Students walk into their exams with confidence.

Flexible Exam Prep

We offer flexible training options, including online, in-person, or both, that can be adapted to our clients’ needs and tailored to our students’ preferences. Our blended learning model offers the best of on-demand lectures, live-streaming coaching, and interactive review sessions. Blended learning leverages technology to personalize learning, putting students in the strongest position to reach exam readiness and pass their exam. Every student receives the same personalized approach, engaging instruction, and rigorous exam prep, regardless of the format.

Up-to-Date Content

We closely monitor FINRA and SEC rule changes and make on-going updates to our courseware, which includes comprehensive books, practice exams, and flashcards, so you can feel confident you’re studying the latest information available. For all exams, recent changes are automatically pushed out to candidates one week before and two days before their exam dates. It’s not your job to find us for updates; we’ll find you.

Customizable Programs

Our scalable programs help set students up for success in their exams and in their careers—all while ensuring that managers can access the resources they need to monitor and support their candidates. Learn more about our array of programs here, from customized support to concierge-level service. Domestic and global financial institutions have come to rely on our cutting-edge approach, our experienced instructors, as well as our cost-effective programs to assist in their training and development options. Contact us and let’s explore how we can match your program needs.

Reach out
Leadership
Brian Marks
Brian Marks
President, Head of Performance, Faculty
Liza Streiff
Liza Streiff
CEO
Dave Meshkov
Dave Meshkov
Managing Director, Head of Course Design, Faculty
Leigh Yanocha
Leigh Yanocha
Executive Director, Head of People Strategy
Ian Franklin
Ian Franklin
Managing Director, Head of Product Development, Faculty
Howard Kaplan
Howard Kaplan
Director of Student Success, Faculty
Marcia Larson
Marcia Larson
Director, Head of Partnerships, Faculty
Michael T.  Verdi
Michael T. Verdi
Associate, Student Enrollment and Onboarding Specialist
Jane Ricciardi
Jane Ricciardi
Associate, Event Management
Danielle Barringer
Danielle Barringer
Assistant Vice President, Data Strategist, Faculty
Thomas Kelly
Thomas Kelly
Faculty
Bailey McCaffrey
Bailey McCaffrey
Associate, Client Services Specialist
James Chotiyanonta
James Chotiyanonta
Associate, Data Analyst
Over 25 Years of Industry-Leading Service
Over 25 Years of Industry-Leading Service

Founded by Financial Professionals

Knopman Marks Financial Training was established in 1991 by Harvey Knopman. With over forty years of domestic and international securities training and development experience, Mr. Knopman designed and executed a broad range of training programs for the business. He delivered training programs on five different continents and prepared over 100,000 students for various licensing examinations, 95% of whom passed on their first attempt. 

A Long History of Student Success
100k+
Students
40+
Years of Training
95%
1st Attempt Pass Rate