Exam Preparation

Money Transmitter Exam Preparation for Fintech

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 fintech.

More for Fintech

Fintech Exam Preparation Challenges

Building compliance programs from scratch
Meeting sponsor bank requirements
Preparing for potential direct regulation
Scaling compliance with rapid growth
Managing multi-state licensing

Examining Agencies

State regulatorsFinCENCFPB

Exam Frequency

Annual or biennial depending on state

Preparation Steps for Fintech

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 Fintech

BSA/AML programConsumer protectionData privacyThird-party risk managementState licensing

Frequently Asked Questions

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