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The FAIS Exchange team is dedicated to empowering financial advisers and streamlining the product assessment process. Through our wealth of experience, we understand the intricacies of the financial services industry and how to design accessible, user-centric solutions to minimise the complexity of training and compliance.
At FAIS Exchange, we offer accredited Class of Business training. Our comprehensive courses cover all nine classes of business as outlined in Board Notice 194, ensuring you have the necessary proficiency and understanding for success.
Access the FAIS Exchange app for financial assessments, exams, and resources tailored for financial advisers. Enhance your knowledge and skills conveniently.
FAIS Online Submissions E-ServicesFAIS Online Submissions (E-Services) The following services are accessible to persons that register for e-services:
Log in to FAIS Exams to access your account, register for regulatory exams, or manage your profile.
FICA - Business confirming another Business' Physical Address FICA - Individual confirming another Individual's Physical Address Intermediary Disclosure Document and Section 13 Certificate Needs Analysis - Comprehensive Long Term and Investments Needs Analysis - Long Term A (non_compatibility_mode) Record of Advice - Long Term, Investment and Health Benefits Short Term Commercial Insurance ...
Contact Support The FAIS Exchange Support Desk If you need assistance of any nature, whether it's logging in or submitting a new Exam, please feel free to contact our support desk.