A Letter From Our Founder

Dear Friends, Students, and Colleagues,

This year marks our 25th anniversary in business, and it is with great joy that I am again able to offer my gratitude and appreciation to clients, students, and staff. The past 25 years have been an incredibly satisfying and rewarding journey, which is in large part due to the caliber of the people I have had the opportunity to work with. The relationships forged over the past decades mean a tremendous amount to me and I am pleased to be able to call so many clients friends.

I had the good fortune to help my first class of candidates pass their exams (with paper and pencil!) 41 years ago. Since 1991, when I founded the company, I have been asked back year after year to help clients, old and new, to train their employees. It is an honor to be called back to help those same students gain their principal registrations as they rise to the executive ranks of their firms. And perhaps most incredibly, to be called upon by those very same initial students, who now command some of the highest positions on Wall Street, to train their children, who are entering the field and need to pass their first exams. Participating in this cycle has been incredibly rewarding to me and our entire organization. It brings us great pleasure to help candidates, at whatever level they may be, to work hard, master the content, and successfully pass their respective exams.

The year-round dedication and hard work of compliance and registration personnel, program coordinators, and business managers lay the foundation that allows students to succeed. These efforts are greatly appreciated by our firm – we thank you for allowing us to be partners in your training effort and giving us the opportunity to helping candidates be in their best position to pass.

Over the past 25 years, our staff has grown, and it is a privilege to work with colleagues who share my passion for teaching, are dedicated, and provide our clients with excellent service. The vision and effort we collectively bring has and will continue to revolutionize the way candidates prepare and pass their exams.

We play an integral role in the beginning of an individual’s career in financial services. Helping students achieve their goals, find success in the industry, and build a satisfying and productive career makes it all the more rewarding to come to the office each day.

Harvey Knopman | President and Founder