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Training your financial advisors just got easier

Knopman Marks for Wealth Management

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The power of manager reporting

  • Predictive analytics indicate when your candidates are prepared to pass their exams. 
  • Candidates at-risk of not passing their exams can be identified with one-click. 
  • Automated reporting and filtering tools  show readiness by exam or cohort

Knopman Marks provides FINRA exam preparation that enables you to get your people through training and into production as quickly as possible. You can be confident that your candidates will be set up to pass on their first try. 

  • Best first-time pass rates in the industry 
  • Ongoing customized support for students 
  • Progress tracking and readiness indicators 

Our team is passionate about delivering a superior training experience. We meet students where they are and provide them with coaching and support to confidently pass their FINRA exams the first time.

We can help you prepare your financial advisors for: 

  • SIE
  • Series 6
  • Series 7 
  • Series 63
  • Series 65
  • Series 66
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Our training program includes

  • One-year access to our training center
  • Up-to-date resources and study materials
  • An Actions Plan for step-by-step guidance
  • Predictive benchmark and diagnostic exams
  • Downloadable key point summaries, worksheets and study supplements
  • Mobile app to study offline
  • Client success support team for help when it's needed most
  • Expert instructors to guide your candidates throughout the process
  • Manager reporting dashboards powered by advanced analytics

Why partner with Knopman Marks?

Expert Program Design & Delivery: We’re obsessed with results and use innovative technologies and high performance training techniques to get your candidates into production faster. 

An Extension of Your Team: We handle all material logistics, candidate onboarding, and program events, and give you access to a dashboard and reports that give real-time access to candidate progress. 

Predictive Analytics: Our manager dashboard readiness indicators take away the guesswork about whether students are ready to pass. 

Connect with us today: Click to schedule 10 minutes with our Head of Partnerships, Marcia Larson.