- Access to PST and CPD of more than 50 Product Providers
- All your PST, COB and CPD training in one place
- Easy access to your assessment results
One platform for all your product assessments
Product Providers
One platform to host your PST and CPD training, track completion and manage accreditation.
Key Benefits
Financial Advisers
Product Providers
- Simplified assessment management
- End-user support
- Certificate generation and distribution
- Scheduled reports
Financial Advisers
- Access to PST and CPD of more than 50 Product Providers
- All your PST, COB and CPD training in one place
- Easy access to your assessment results
Product Providers
- Simplified assessment management
- End-user support
- Certificate generation and distribution
- Scheduled reports
How it works
Please select the tab that applies to you.
What is Available
Product Assessments for the following providers are available
Pricing
Financial Advisers
FREE OF CHARGE
Benefits
- Access to PST and CPD of more than 50 Product Providers
- Free CPD courses
- CPD tracker
- Certificates of completion
- Accreditation statement
Product Providers
REQUEST A QUOTE
Benefits
- Modern, easy to use, learning platform
- Automated certificate generation
- Helpdesk support for end-users and product providers
- 24-7 online hosting
- Training reports
- Accreditation management
Who are we?
A bunch of tech-savvy financial services industry experts
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.
FAIS Exchange is the culmination of our industry-wide knowledge, progressively developed to address the training and compliance requirements of financial service providers and brokerages.
* FAIS Exchange is a Plumb Line Risk Alignment (Pty) Ltd service, built on Plumb Line’s proprietary platform, Avoda ™
** Plumb Line Risk Alignment is a Cape Town fintech company providing product assessment services to the financial industry since 2001.