Success in business and most aspects of life is not an individual sport.  By finding the right partner and assembling the perfect team you can achieve results that exceed your expectations.  With Knopman Marks as part of your “training equation” you can ensure that your licensing initiatives are in the best possible hands.

On PACE with Knopman Marks

We work at becoming a better partner every day. In fact, we have an internal code that helps guide our partnering activity – PACE.  It outlines our commitment as a partner and helps us deliver aspirational results.

  • Productivity. Our methods must enhance your productivity. We need to make doing business easy for you so that you can be more productive and do not spend unnecessary time or resources.  We will streamline our procedures and technology with you in mind.
  • Accountability. Our staff must be accountable.  From the first contact made, we will value each and every opportunity to serve a customer and take responsibility for giving the best possible service and expertise.  We will differentiate ourselves in the exam prep training space with the service we offer.
  • Collaboration. We will strive for collaboration at every level. To us, this means getting to know you and understand your needs and expectations.  Whether we are dealing with licensing and program managers or students, we will work together to develop relationships and understand needs so that we can offer the right services at the right time and anticipate service level improvements that will make a difference.
  • Excellence. We are not satisfied with good results.  We want great results.  We strive for continuous improvement, and feedback from our partners is highly valued.  We look forward to your ideas so that we can achieve even greater outcomes as we work together.

Knopman Marks is proud of the results is achieves through our partnerships in FINRA exam prep.   The spectacular results of our 2016 summer season of grad training programs prove once again that we are the partner that can get the job done for you.  Whether for analyst and associate programs or licensing needs throughout the year, our commitment to you and your exam candidates will make the difference.  We look forward to achieving excellence with you, and thank you for choosing Knopman Mark as your trusted partner!

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Written by Marcia Larson
Marcia Larson is Vice President, Faculty, at Knopman Marks Financial Training, New York, NY. She has extensive experience in financial licensing and regulatory training, having authored, developed and presented courseware for numerous securities and insurance exam preparation and continuing education and compliance programs. Before joining Knopman Marks, Marcia was Director of Annuity Products and Business Development at CUNA Mutual Group, where she developed and marketed industry-leading annuity products and retirement solutions and implemented distribution relationships. She was previously VP, Securities Products for Kaplan Financial, managing securities training products and subsequently, international training and businesses development. Marcia has trained thousands of financial industry exam candidates throughout their careers, and also college students as an adjunct professor. Marcia was a summa cum laude graduate of Wartburg College with degrees in Business Administration and Piano Performance. Marcia also holds the designations of Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter (CLU®), Certified Employee Benefit Specialist (CEBS), and Fellow Life Management Institute™ (FLMI®). She currently teaches the SIE, Series 6, 7, 24, 50, 52, 63, 65, and 66 exams.