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RE5 and RE1 study planner: FAIS fit and proper requirements, FSCA reading list, CPD

RE5 for representatives, RE1 for key individuals: two regulatory exams, one official reading list from the FSCA. This planner turns that list into a checklist and a weekly plan, then adds our four guides on the exams, the FAIS certificate requirements and CPD.

19 pages · PDF · 663 KBEdition of 29 October 2026FCB.ai · ORIS

What is inside

  • The exam format as published by the FSCA: number of questions, pass mark.
  • The FSCA preparation material for RE5 and RE1 as a tick-box reading list, and a blank eight-week planner.
  • Our guides to the RE5 and RE1 exams: who writes them, what they cover, how to pass.
  • FAIS certificate requirements and CPD cycle planning for the brokerage.

Page preview

Page preview 1 — RE5 & RE1 study plannerPage preview 3 — RE5 & RE1 study plannerPage preview 5 — RE5 & RE1 study planner

Contents

  1. Exam facts and the official reading listp. 3
  2. Eight-week study plannerp. 4
  3. RE5 exam for South African brokers: who writes it, what it covers and how to passp. 5
  4. RE1 exam for South African brokers: prerequisites, coverage and how to passp. 9
  5. FAIS certificate for South African brokers: requirements, exams and registrationp. 13
  6. FAIS CPD: planning the cycle that closes on 31 Mayp. 16
  7. Official sources behind the checklistp. 19

Who it is for

New representatives, key individuals and the brokerage principals who plan their onboarding and competence registers.

Official sources behind the checklist

  1. FSCA — Regulatory Examinations: frequently asked questions — accessed 29 October 2026
  2. FSCA — Preparation material for RE5 — accessed 29 October 2026
  3. FSCA — Preparation material for RE1 — accessed 29 October 2026

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