About Knopman Marks

Helping financial professionals thrive

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We have big, bold plans to ignite human potential.

We specialize in high performance training for securities exam prep. And we have a clear vision for the future of education.

We believe that studying for a licensing exam can be a transformational experience. When stress is high and the stakes are higher, students are especially open to developing the habits and positive mindset that drive success. Everything we do is in the service of inspiring financial professionals to thrive. Over the past 30 years, we’ve helped hundreds of thousands of students walk confidently out our doors, into their securities exams, and onto the next stage of their careers.



We do things differently.
  • We train the whole person. Three decades at the forefront of our industry has taught us that success isn’t just about mastering the material, it’s about mastering your mindset. We equip our students with tools to increase focus and lessen anxiety so they can perform at their best. 

  • We provide data-driven outreach to our students. Our instructors leverage analytics to diagnose where students need to focus and provide customized guidance based on individual performance.

  • We offer a blended approach to learning. We invite students to combine the best of live and on-demand training. By  personalizing the learning experience, our blended approach puts students in the strongest position to reach exam-readiness.

  • We bring the joy. Our company motto, "bring the joy," informs the student experience and the environment of curiosity, humor and collaboration that we’ve created at Knopman Marks. We make training fun with gamificaiton and engaging content.

  • We inspire you to thrive. Our team helps our students build confidence and a growth mindset to pass their exams and launch their career.


We aim for impact.

Our belief in the power of education inspires us to participate in making it more accessible. Through our Knopman Marks SIE Scholarship we're helping students from diverse backgrounds ace this foundational exam, a first step into the securities industry. By broadening access to careers in finance, we hope to create a ripple effect across families, communities, and companies that will shape the future of our industry.

Our Faculty
Our Faculty
Experience + enthusiasm
Client Experience
Client Experience
We go the extra mile
Program Management
Program Management
An extension of your team
Where Experience Meets Enthusiasm
Where Experience Meets Enthusiasm

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. Our current president Brian Marks and CEO Liza Streiff are now at the helm, leading Knopman Marks into the future of learning. 

A Track Record of Student Success
First-Attempt Pass Rate
Student Recommendation Rate
Avg. Student Confidence Increase
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BONUS: We're adding our new Study Essentials course to your purchase ($75 added value). Find it in your Training Center after check-out.

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