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.

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 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
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