Getting Your Candidates Licensed Just Got Easier.

At Knopman Marks, our training programs increase the likelihood of passing on the first try, moving your advisors to production faster.

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For 30 years, we've helped candidates unlock their potential on exams and in their careers. We focus on coaching, confidence and building a growth mindset, so you can be assured your candidates are equipped to pass on their first try.

FLEXIBLE TRAINING

A seamless training experience designed to meet the unique needs of each candidate.

UP-TO-DATE CONTENT

We are constantly optimizing our materials so your candidates can feel confident they're studying the most current rules and regs.

EXPERT INSTRUCTIONS

The best part? We'll connect your candidates with an instructor to coach and guide them throughout training.

Methods that deliver results.

Strategies that Guarantee Success.

Our pass rates are consistently above the industry average.

97%

SIE Exam

94%

Series 7

97%

Series 63

We bring together expert instructors and sophisticated analytics. This is how we provide customized study advice at just the right time to drive performance and ensure success.

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Intuitive Manager Dashboard

With our Manager Dashboard tool, you have visibility into your candidates’ progress and readiness in real time. It’s how we unlock opportunity areas to ensure your candidates are ready to pass their exams on the first try.

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Over 30 Years of Industry-Leading Service

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 that prepared more than 100,000 students for licensing examinations, 95% of whom passed on their first attempt. Our current president Brian Marks and CEO Liza Streiff are now at the helm, leading Knopman Marks into the future of learning.