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Recent Discussions

Here, you'll see the recent posts from all of the categories to which you have access in this sub-community. Use the filters to sort them by activity type.

Meet Our Experts! Magdy Tadros
Welcome to Kaplan’s Communities. My name is Magdy Tadros, and I will be one of your instructors as you begin to navigate the world of financial services. I began my career in 1987 as a municipal bond salesperson with a small firm. I retired in 2019 and began my teaching career with Kaplan. During the 32 years I was in the…
Meet Our Experts! Deborah Clark
My name is Deborah Clark. In 2016, while pursuing a JD at Kaplan's Concord Law School, I joined the Kaplan Instructor team as a part-time securities instructor for the SIE, Series 6, 63, and 7 study programs. As a professional who is passionate about education, I thoroughly enjoyed assisting students with passing…
Meet Our Experts! Dr.Cappy
Hello, my name is Phillip W. Caponigro, Ph.D., but all my students simply call me Dr. Cappy. I have been with Kaplan North America (KNA) for more than 22 years, and I have taught classes in Insurance, Securities, and Continuing Education through some of the most challenging regulatory changes in recent history. While my…
Meet Our Experts! Jim Heitman
Hello! My name is Jim Heitman, CFP®, and I am a Senior Content Specialist on Kaplan’s Securities team. My career in the securities industry began in 1987, when I passed the Series 7 exam. Over the next three decades, I worked as a registered representative, branch manager, independent registered investment adviser, and…
Meet Our Experts! Marie Sychowski
Hi, nice to meet you 🤝 My name is Marie Sychowski and I'm happy to be part of the Kaplan Securities Student Communities. I'm looking forward to engaging with all of you who are dedicating yourselves to passing your licensing exam(s) !! I've been teaching for Kaplan for over 25 years (yikes!) and pride myself on being able…
Meet Our Experts! Bill James - Senior Content Specialist
Hi, I'm Bill James, Senior Content Specialist in Securities — and I've been living and breathing this industry for nearly four decades! My journey began at Kaplan Financial in 1987 as a Series 7 and 8 instructor in the Northeast U.S., and I never looked back. Over the years, I've presented to C-suite audiences at firms…
Meet Jose Santiago Cortes, Senior Securities Instructor, Community Moderator
Hello! My name is Jose Santiago Cortes IV, and I am a Senior Instructor with Kaplan. I earned a BBA in Finance and Business Economics from the University of Notre Dame in 1997 and hold Series 7 and Series 63 registrations. With more than 30 years of experience in U.S. and international banking, finance, investments, and…