For FSPs & financial services teams

Get your whole team through the RE5 and RE1. And prove it.

Every representative has to pass within their DOFA deadline. PassPath gives each rep a personal study engine and gives you a live compliance dashboard: who is ready, who is borderline, who is at risk, and a one-click CSV export for your competence register.

Already running a team? Team admin log in

  • Buy seats by card
  • No subscription
  • Live readiness dashboard

PassPath Teams

Team readiness

Sample
Seats

10/12

2 unassigned

Ready

4/10

above pass mark

At risk

2

deadline soon

  • Thandi MokoenaRE584%
    Ready
  • Kagiso MolefeRE581%
    Ready
  • Jessica van WykRE568%
    Borderline
  • Lerato DlaminiRE154%
    Below
Live · updates as reps studyCSV export

Vertical line on each bar = the real pass mark: RE5 66% (33 of 50 correct), RE1 65% (52 of 80). Both are the FSCA’s 65% rule applied to each paper.

Why it's hard

Getting a whole team through is a management problem

It isn't just whether each rep studies. It's whether you can see, across everyone, who is on track before a deadline turns into a debarment.

You hire in cohorts

New reps arrive in intakes and every one of them starts the same 24-month DOFA clock. Tracking who is on track across a whole cohort in a spreadsheet doesn't scale.

Churn resets the clock

People leave mid-preparation and new joiners start from zero. Access you've already paid for walks out the door unless you can move it to someone else.

A missed deadline is a debarment risk

A rep who doesn't pass in time can't give advice, and the cost lands on you: lost productivity, re-hiring, and a compliance problem you have to explain.

The competence register is your burden

You have to keep evidence that your reps are competent. Chasing screenshots and forwarded results is admin you shouldn't have to do by hand.

The dashboard

See the whole team at a glance

This is the live view you get, and it's interactive. Filter by course or band, search for a rep, or send a study nudge to see exactly how it works.

PassPath Teams

Sample Financial Services

Sample
Seats

11/12

1 unassigned

Readiness

5 ready

3 borderline · 2 below · 1 not started

Average readiness

RE5 71% · RE1 61%

joined members with data

At risk

2

deadline < 45 days, not ready

Members

Aggregated progress only. Individual answers are never visible to anyone but the member.

Export CSV+ Invite members
11 members
MemberCourseStatusReadinessCoverageLast activeDeadlineFlagsActions
T. Mokoena
t.mokoena@sample.co.za
RE5Joined
81%Ready
88%11 Jul 2026
7 Sept 2026
58 days left · own date
-
A. Botha
a.botha@sample.co.za
RE5Joined
77%Ready
85%10 Jul 2026
15 Oct 2026
96 days left
-
S. Naidoo
s.naidoo@sample.co.za
RE1Joined
79%Ready
91%11 Jul 2026
31 Oct 2026
112 days left · own date
-
M. Fourie
m.fourie@sample.co.za
RE5Joined
84%Ready
90%9 Jul 2026
22 Nov 2026
134 days left
-
B. Sithole
b.sithole@sample.co.za
RE5Joined
73%Ready
80%10 Jul 2026
9 Sept 2026
60 days left · own date
-
L. van Wyk
l.vanwyk@sample.co.za
RE5Joined
64%Borderline
62%9 Jul 2026
31 Aug 2026
51 days left
-
N. Khumalo
n.khumalo@sample.co.za
RE1Joined
61%Borderline
66%8 Jul 2026
22 Sept 2026
73 days left · own date
-
K. Dlamini
k.dlamini@sample.co.za
RE1Joined
57%Borderline
54%7 Jul 2026
18 Aug 2026
38 days left · own date
At risk
P. Nkosi
p.nkosi@sample.co.za
RE5Joined
44%Below
45%6 Jul 2026
9 Aug 2026
29 days left
At risk
R. Pillay
r.pillay@sample.co.za
RE1Joined
48%Below
39%30 Jun 2026
24 Oct 2026
105 days left · own date
Stalled
Z. Adams
z.adams@sample.co.za
RE1Invited--Not started
29 Sept 2026
80 days left
-
Live · updates as reps studyVertical line on each bar = the real pass mark: RE5 66% (33 of 50 correct), RE1 65% (52 of 80). Both are the FSCA’s 65% rule applied to each paper.

Readiness band per member

Score and band (ready, borderline or below) with a 7-day trend arrow.

Coverage & activity

Coverage of the qualifying criteria, who has started, and last active.

Deadline countdown

Days left against each rep's DOFA deadline or booked exam date.

At-risk, stalled & seat status

Flags for deadline risk, 7+ days of inactivity, and invited seats not yet taken up.

The dashboard also lets you

Send a study nudge

One click sends a rep a short, motivating email and an in-app note when they stall or drift, with a 3-day cooldown so it never becomes nagging.

CSV competence-register export

Export the team's readiness, coverage and activity as a CSV for your competence register and compliance file. Evidence on demand, not admin.

Reclaim & reassign seats

If someone leaves before they start, reclaim their unstarted seat and assign it to a new joiner, so the access you paid for is never wasted.

Weekly digest, POPIA-conscious

A weekly summary email keeps you on top of it. You see readiness, coverage and activity only, never a rep's individual answers.

How it works

Up and running in three steps

No procurement cycle and no setup call: buy, invite, and watch readiness build.

1

Buy seats by card

Choose how many RE5 or RE1 seats you need (from 2) and pay once by card. No subscription, no sales call required. An invoice is issued for every purchase for your records.

2

Invite staff by email

Add your reps by email address and PassPath sends each one an invite. Each seat's 180 days start when the seat is assigned to the rep, not when you pay, so nobody's clock runs while they wait.

3

Track readiness and export your register

Watch readiness, activity and DOFA deadlines for the whole team in one place, and export a CSV for your competence register and compliance file whenever you need it.

What your reps see

Your reps get a study engine. You get the reporting.

Each seat is a full personal PassPath: a free-standing readiness score, adaptive practice, mock exams and a plan for every day, the same product individuals buy.

PassPath readiness gauge at a sample 79%, in the exam-ready zone above the RE5 pass mark
A readiness score against the real pass mark
Sample
PassPath topic heat grid: sample per-task mastery tiles for the RE5, weak (red) to strong (green)
A heat grid of every exam task, red to green
Sample
PassPath Today's plan card with a sample daily checklist of reviews and focus practice
A daily plan that targets their weak spots
Sample

Inside every seat

An engine your reps can't run dry

Every seat carries the full question engine. Reps don't recycle a thin set of questions; the same depth that keeps their practice fresh is what feeds the readiness score you track.

A deep question bank

Exam-style questions written across every FSCA qualifying criterion, deep enough that practice stays fresh from your first check to exam day.

Countless question paths

No two learners take the same route. Every session is sequenced around your current gaps, so your path through the bank is yours alone.

Full mock exams

Timed, full-length mocks that mirror the real exam's format, length and pass mark, with a per-task breakdown after every attempt.

Dynamic tests

Tests are assembled on the spot from what you know right now: weakest topics first, difficulty stepping up as you improve.

Built for

  • Insurers & call centres
  • Brokerages
  • Banks
  • Funeral insurers
  • Motor dealer F&I
  • Medical scheme brokers

Team pricing

Per-seat pricing that beats buying one by one

One-time payment, no subscription, from 2 seats. Each seat's 180 days start when the seat is assigned to a rep, not when you pay, and unstarted seats can be reassigned.

For Representatives

RE5

fromR329R549/ seat

Launch price · Save 40% · 2+ seats · 180 days access each

Buying for one person? RE5 is R369 on the individual plans.

For Key Individuals

RE1

fromR429R649/ seat

Launch price · Save 34% · 2+ seats · 180 days access each

Buying for one person? RE1 is R469 on the individual plans.

One-time payment, no auto-renew and no surprise charges. An invoice is issued for every purchase. Prices shown in South African Rand.

Free guide

Get the team guide

Get “RE5 training for staff: an employer’s guide”: the 24-month DOFA deadline, competence-register duties, and how to compare formats and cost. Free, and yours to read instantly.

We use your email only for this guide and to respond to you. No spam.

FAQ

Team access, answered honestly

If it's not here, email us at support@passpath.co.za.

You pay once by card for the number of seats you need, with no subscription and no auto-renew. An invoice is issued for every purchase so you can file it against your training budget. PassPath is not currently VAT registered, so no VAT is charged or shown.

You see what you need to manage readiness: each employee's readiness score, per-topic mastery, activity (started and last active) and their deadline countdown. You cannot see an employee's individual answers or how they responded to any specific question. The dashboard shows aggregates and readiness, never someone's private answer history.

Each seat's 180 days begin when the learner accepts your invite, which is the moment the seat is assigned to them, not when you pay. So you can buy seats up front and invite people as they join: a seat sits unassigned, with its clock not yet running, until the invite is accepted.

One row per member with their name, course, readiness score and band (ready, borderline or below), coverage of the qualifying criteria, status, last active date and deadline countdown, formatted to file with your competence register. It never contains anyone's individual answers to questions.

Their account and progress stay with them, but you keep control of the seat. If they had already started, the seat runs out its 180 days; if the seat was never started, you can reassign it to a new joiner so the access you paid for isn't wasted.

Yes. Any seat that hasn't been started yet can be reassigned to a different employee from your dashboard, so a no-show or an early leaver doesn't cost you a seat.

No. PassPath is an independent preparation tool for your staff. The RE5 and RE1 are set and administered through Moonstone under the FSCA; we prepare your team for those exams but are not affiliated with, endorsed by or accredited by either.

Unstarted seats can be refunded in line with our Refund & Access policy. Once a seat has been assigned and started it has been used, so it isn't refundable, but you can always reassign an unstarted seat instead. See the Refund & Access page for the full terms.

Get your team exam-ready, and prove it.

Buy seats by card, invite your reps, and watch readiness build on one dashboard. No subscription.

Prefer to talk first? Email us.

Studying on your own? Start the free readiness check.