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We deliver unrivaled licensing exam preparation to financial professionals.

Our world-class training & coaching help students unlock their potential to succeed on their exams and in their careers. 

We know it takes more than mastering the exam content to perform under pressure – when stress is high, and the stakes are higher.

That’s why we incorporate science-backed techniques and resources to build confidence and drive quantifiably better performance.

For the past 30 years, we’ve trained the top performers in the securities industry. We’ve consistently delivered the highest pass rates on Wall Street because we know it’s not just about passing an exam. It’s about giving you a way to get there. We focus on coaching and building confidence and a growth mindset. We offer the brightest instructors, the most up-to-date content and predictive analytics to meet candidates when they need us most. We invest in you and your success, so you’re ready for whatever tomorrow brings.

A visionary in the financial education and training industry who believes business growth must be tech-forward but human first. Liza is energized by the opportunity to evolve every aspect of a company not only to keep up, but to lead the way in employee engagement, digital transformation, intentional UX and design, and thoughtful client experiences. Her leadership style is rooted in the relationship between success and joy, and she is passionate about inspiring everyone, especially young women, to find success and fulfillment in the financial industry.