Savvy Ladies Career Pathways & Mentorship Program
Advancing Women into Financial Services Careers
Is a career in finance your next move? Join our informational session on Tuesday, December 1, at 12:30 pm ET to learn all about our brand-new free online program. No finance experience needed!
At Savvy Ladies, our mission is to make financial education accessible to all women. We have partnered with Knopman Marks to create the Savvy Ladies Career Pathways & Mentorship Program, taking that mission one step further: from managing money to building a career in finance.
Over about 12 weeks, participants receive free professional training to prepare for the Securities Industry Essentials® (SIE®) Exam, plus mentorship and career guidance sessions. No prior finance experience is needed, and the Program is free, thanks in part to a grant from the Truist Foundation. Our first cohort kicks off in December 2026.
To learn more about the Program, join our informational session via Zoom on Tuesday, December 1, at 12:30 pm ET, with members of the Savvy Ladies and Knopman Marks teams, led by:
Nicky Amore, MBA, MA, CFP®, CPWA®, ChSNC®
Wealth Advisor, Parallel Advisors
Savvy Ladies Free Financial Helpline Volunteer and Savvy Ladies Junior Board Member
Robyn Bedil
Executive Director, ANZ,
Savvy Ladies Board Member
Jennifer Faherty, CFP®
Founder, Psych Paper Press and Founding Member at CHIEF and Pionyr
Savvy Ladies Board Member
Jada Jones
Account Services Specialist, Associate
Knopman Marks Financial Training
IN PARTNERSHIP WITH
WITH SUPPORT FROM
FAQs
How long is the Program?
The Program runs for about 12 weeks: 4 weeks of the How to Finance Course plus 8 weeks of the SIE Exam Prep Course. Afterward, participants can schedule the SIE Exam whenever they’re ready. The schedule for the first cohort will be announced at our upcoming informational Zoom meeting on 12/1/2026.
What does the Program cost?
The Program is free for participants. Savvy Ladies covers the cost of the Knopman Marks SIE Exam Training, thanks in part to a grant from the Truist Foundation. The only cost not covered is the $100 SIE Exam registration fee, paid to FINRA.
Is the Program online or in-person?
The Program is fully online.
What’s included?
The Program includes online SIE training by Knopman Marks (the How to Finance Course and the SIE Exam Prep Course) and online career mentorship sessions with finance industry professionals. The SIE Exam fee ($100) is not included, and participants are responsible for registering for the exam themselves.
Who is the Program for?
The Program is intended for women 18 or older in the United States who are looking to start a new career in the financial services industry.
Do I need prior knowledge or experience in finance?
No. The SIE is an entry-level exam, and the Program is designed as a launchpad for women starting a new career in financial services.
Who leads the program?
The SIE Exam Training is led by Knopman Marks, a leading test preparation company that has been helping finance professionals pass regulatory and securities licensing exams for over 35 years. Mentorship sessions are led by Savvy Ladies board members and pro-bono financial advisors who volunteer with the Savvy Ladies Free Financial Helpline.
What is the SIE Exam?
Administered by FINRA, the SIE is an entry-level exam consisting of 80 questions that assess knowledge across a broad range of securities industry topics. It is the first step toward becoming fully registered to conduct securities business. Earning the SIE credential can strengthen a candidate’s resume, demonstrate commitment to the industry, and provide a solid foundation in the core concepts of financial services before applying for industry roles.
Participation in the Savvy Ladies Career Pathways & Mentorship Program is intended to provide educational support and mentoring to help candidates prepare for the SIE exam. Participation in the program does not guarantee passage of the SIE Exam, employment, or internship opportunities.
English 
Español de México