Leaders in Exam Preparation and Training

Helping students succeed at every step.

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We’re celebrating 25 years!
First-rate financial training.

We have helped thousands of candidates pass their licensing examinations on the first attempt, and our pass rates are consistently above the industry average.

We guide students from the moment they receive our study materials until they successfully pass their required exams. We begin by making a personal introduction to the instructor. Then as students move through the curriculum, they receive regular email follow-ups on their materials, practice exams, and overall progress. This proactive approach is the basis for our partnership with our students, encouraging them to ask questions, receive guidance, 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.

Small Classes:

We believe that crowded classrooms dilute the learning process, so we intentionally limit the number of students attending each study program. Keeping the student-teacher ratio at a comfortable level creates a learning environment that ensures our students will master the required information.

Current Material and Practice Exams:

Our course material is up-to-date and easy to understand. Workbooks reinforce key points and familiarize students with all the required subject matter. Then key concepts are tested extensively through simulated practice examinations, which help determine each student's readiness and an expected level of success on the actual exam.

Ensured Exam Readiness:

Each student receives input from their instructors on their readiness to sit for the examination. If a student needs more time to prepare for the exam, he or she can continue in our programs without additional tuition charges. If a student does not perform well on an exam, he or she can retake the course in its entirety within one year at no additional charge.

Flexible Structure:

Our programs can be adapted to our client’s needs and can be held at your offices, at our training facility or at a mutually convenient location, domestically or abroad.

Partnerships:

Domestic and global financial institutions have come to rely on our training methodologies, our knowledgeable and experienced instructors, as well as our cost-effective programs to assist in their training and development needs. Need a custom program created for your firm?

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Leadership
Harvey Knopman
Harvey Knopman
Founder, President, Faculty
Brian Marks
Brian Marks
Partner, Sr. Managing Director, Faculty
Liza Streiff
Liza Streiff
Jr. Partner, Managing Director
Dave Meshkov
Dave Meshkov
Managing Director, Faculty
Leigh Yanocha
Leigh Yanocha
Vice President, Program Management
Ian Franklin
Ian Franklin
Managing Director, Faculty
Randi Cole
Randi Cole
Vice President, Client Services
Howard Kaplan
Howard Kaplan
Vice President, Faculty
Marcia Larson
Marcia Larson
Vice President, Faculty
Michael T.  Verdi
Michael T. Verdi
Associate, Training Coordinator
Jillian Streiff
Jillian Streiff
Client Services Coordinator