The strength of our experience lies in our dedication and ability to continually produce the highest quality, most up-to-date educational content for you. We continually hear from students that our content is the most current and accurate available to them. It’s just one more way we help you walk into your exam with confidence. We have a full-time editorial team who average over 25 years of industry experience and exclusively focus on rule changes, exam changes, and content accuracy. Members of our team are former New York Stock Exchange members, past owners of training companies, and individuals who have sat on various exam committees.
Andrew Temte, PhD, CFA, is president of Kaplan Professional Education (KPE), a division of Kaplan, Inc. As president of KPE, Dr. Temte oversees and leverages assets, capabilities, and talent across Kaplan’s global footprint. KPE offers a large portfolio of professional development programs and helps individuals earn industry-recognized licensures, certifications, and designations. Based in La Crosse, WI, KPE maintains operations throughout the United States, United Kingdom, Australia, Singapore, and Hong Kong.
In addition to his current role, Dr. Temte has served in the following professional positions:
• Dean of Kaplan University School of Professional and Continuing Education
• Interim President of Mount Washington College
• President of Kaplan University College of Business and Technology
Outside of his professional career, Dr. Temte serves on the Board of Directors for the University of Wisconsin-La Crosse Foundation, his alma mater. He and his wife Linda, are also active in numerous fundraising events and committees in the community.
Dr. Temte started his professional education career in 1990, working with Dr. Carl Schweser to build Schweser Study Program into the leader in CFA exam review. Upon the acquisition of Schweser Study Program by Kaplan, Inc. in 1999, Dr. Temte assumed leadership of the Kaplan Schweser organization. Under his direction, Kaplan Schweser became a leading global provider of innovative, efficient, and effective financial education solutions.
Dr. Temte earned his doctorate in finance from the University of Iowa with a concentration in international finance and investment theory. He holds the CFA designation and has over 14 years of university teaching experience in the areas of corporate finance, investments, and international finance.
Before joining Kaplan Schweser as vice president and manager of CFP® certification instructors, Joyce had over 20 years of personal financial counseling experience including serving as a senior manager of an international accounting firm, during which time she advised many executives, directors of Fortune 500 Companies as well as small business owners. Throughout her career, Joyce has been a frequent lecturer on many financial planning topics including stock options and estate planning. She is also an instructor for various financial planning courses including fundamentals, income tax, retirement and estate planning. Joyce holds an MBA in finance from Duquesne University and a Bachelor of Arts in Business Administration from Grove City College. Joyce is a co-author of Kaplan Financial’s Personal Financial Planning Theory and Practice and an author and editor for the Executive Tax & Management Report. She is also a CERTIFIED FINANCIAL PLANNER™.
William joined the Kaplan team in 1987 as a Series 7 and Series 8 instructor in the Northeast Region. He was shortly thereafter appointed National Training Director to oversee the recruiting, training, and continuing education of securities instructors throughout the United States. William has been a guest lecturer around the world on the topics of commodity futures and securities brokerage licensure, supervision, and regulation. William is currently a senior writer/editor for Kaplan Financial and is responsible for the ongoing development of Kaplan’s Series 3, 10, 24, 27/28, 52/53, 55, 79 and 99 product lines.
William currently holds the Series 4, 7, 12, 14, 24, 27, 53 and 55 licenses. He was a NYSE trading floor employee and remains an allied member of the NYSE MKT. Prior to his Kaplan involvement, he worked as a compliance officer and financial and operations principal for Intervest Financial and consulted for various firms. William lived in Europe for several years and is conversationally fluent in Finnish and German.
Chuck is currently the subject matter expert for the Series 63, 65, and 66 examination courses. Prior to that, he served as Regional Training Director for the Southeast Region. Chuck earned his BS degree in commerce and economics from the University of Vermont in 1963. In 1967, after a stint in the military, Chuck entered the securities training industry. He formed the Investment Training Institute, Inc., in 1969 after serving as vice-president of sales and registered principal for a broker/dealer subsidiary of a major life insurance company.
Chuck is one of the four original life members of the Financial Planning Association and has served on that organization’s national board, as well as the Board of Regents of the College for Financial Planning. During his long career, it is estimated that Chuck has personally trained over 150,000 students and continues to share his extensive experience and knowledge with both student and instructor alike.
Mark is a senior editor of securities and instructor for Kaplan Financial. His areas of expertise include securities license training content development and market trading strategies. Joining Kaplan Financial in 1997, Mark began his career as a securities license instructor. During the next several years, he conducted training classes for both representative and principal designations, including the Series 3, 4, 6, 7, 9/10, 24, 26, 52, 53, 63, 65, and 66. Mark is currently responsible for all content development of Kaplan Financial’s Series 7 exam prep material, as well as the Series 4 and Series 9 exams.
Mark joined the Philadelphia Stock Exchange in 1980 as an examiner and later moved to the equity options trading floor, serving first as a floor broker and later as market maker. Moving to the currency options trading floor in 1989, he managed a retail currency options desk for Chase Bank. Mark still maintains his own securities representative and principal licenses to manage a small book of retail business. Mark holds a BA in finance from Villanova University with areas of concentration in economics and insurance.
Richard is currently a Senior Editor on the Kaplan securities team and a Subject Matter Expert for the Series 6 and 26. In addition to his content duties, Richard is an instructor and teaches the following securities licensing courses; Series 6, 7, 26, 65 and 66.
Prior to developing content for Kaplan and instructing students on how to pass securities exams, Richard was the Regional Sales Manager for Kaplan in Michigan and Ohio. Richard met with banks, broker dealers and insurance companies and helped penetrate markets by creating education programs to meet needs.
Richard began his career in 1990 as a financial planner and was licensed in the Series 7, 63 and 65. He was in personal production for over 8 years. Richard attained his CLU and ChFC designations as well as LUTC and served as a moderator for LUTC courses during this time. Richard also was elected to the Board of Directors of the National Association of Insurance and Financial Advisors - Michigan and served two terms. He chaired Field Council and Education during his terms.
Richard received his B.B.A. from Eastern Michigan University in 1987.
Mitch has a long and storied history in the financial services industry. He began his career in the late 1970s as an insurance agent working a debit. After moving to the Atlanta area, he continued in his chosen field by studying and passing the Series 6, 63, 7, and 26 exams. Mitch worked successfully for several years as a Registered Representative and Series 26 Principal. Due to his exceptional teaching abilities, he was recruited to become an instructor for securities prelicensing exams and taught his first Series 6 class in 1996.
During his career at Kaplan, Mitch has provided guidance as instructor, subject matter expert and securities training manager. Those roles have allowed him to provide leadership as a senior content specialist for the Securities Firm Element product line. Mitch has been instrumental in developing and producing over 20 new Firm Element (FE) courses and maintaining the FE library of nearly 100 HTML and video titles.