Leaders in Exam Preparation and Training

Helping students succeed at every step.

See Price List
Who We Are

We have big, bold dreams to ignite human potential and change the world through the power of education. We’re building transformational learning experiences that drive performance when stress is high, and the stakes are higher. For over 30 years, we’ve provided securities exam prep that helps each and every one of our students unlock the fullest version of themselves. And that’s our lifelong mission, to inspire financial professionals to thrive — now and in the future.

Our Team

We share a passion for helping others, and we’re excited to be part of a purpose-driven organization. The diverse points of view and backgrounds of our team fuel our collaborative, cross-functional approach to what we do. We coach, we build confidence, and a growth mindset—not only for our students but for one another.

Our Culture

Our motto is “bring the joy,” each and every day. That means we don’t expect circumstances or other people to give us joy. Instead, we each own the responsibility to bring it into our work and our encounters with others. This creates a vibrant workplace and allows us all to operate at our peak level.

Our Impact

We believe in the power of education to change the world. It’s what drives us to reimagine possibilities and shatter barriers. Each action that broadens access to education and careers in the financial services industry creates a ripple effect. Through our partnerships and Knopman Marks SIE Scholarship, we are helping students from all backgrounds launch careers in the financial services industry. The impact they will make on the lives of others is exponential.

Over 30 Years of Industry-Leading Service
Over 30 Years of Industry-Leading Service

Founded by Financial Professionals

Knopman Marks Financial Training was established in 1991 by Harvey Knopman. With extensive domestic and international securities training and development experience, Mr. Knopman designed a broad range of training programs that prepared more than 100,000 students for licensing examinations, 95% of whom passed on their first attempt. Our current president Brian Marks and CEO Liza Streiff are now at the helm, leading Knopman Marks into the future of learning. 

A Long History of Student Success
Years of Training
1st Attempt Pass Rate
Item/s in cart

BONUS: We're adding our new Study Essentials course to your purchase ($75 added value). Find it in your Training Center after check-out.

Purchasing multiple exams?
Bundle & save!