Exam Preparation

Money Transmitter Exam Preparation for Credit Unions

Money transmitter examinations focus on licensing compliance, BSA/AML program effectiveness, and consumer protection. Canarie helps licensed money transmitters maintain evidence of compliance across multiple state jurisdictions. Specifically tailored for the unique examination requirements facing credit unions.

More for Credit Unions

Credit Unions Exam Preparation Challenges

Limited compliance resources
Volunteer board oversight requirements
NCUA examination preparation
Member data protection
Balancing service and compliance

Examining Agencies

State regulatorsFinCENCFPB

Exam Frequency

Annual or biennial depending on state

Preparation Steps for Credit Unions

1
Review licensing compliance across states
2
Compile BSA/AML program evidence
3
Document consumer complaint handling
4
Gather transaction monitoring evidence
5
Prepare permissible investment documentation
6
Document agent oversight activities
7
Compile surety bond compliance

Evidence Examiners Expect

Multi-state licensing documentation
BSA/AML program records
Transaction monitoring reports
Consumer complaint logs
Permissible investment records
Agent due diligence and monitoring
Surety bond documentation

Related Compliance Areas for Credit Unions

NCUA safety and soundnessBSA/AMLConsumer complianceFair lendingPrivacy and data security

Frequently Asked Questions

Transform Money Transmitter Exam Preparation for Your Credit Union

See how credit unions prepare for examinations in days, not weeks.