For FSPs & financial services teams

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

Every representative working under supervision has to pass within two years of their DOFA, and one who is not under supervision must have passed before being appointed. 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 export, CSV and PDF, for your competence register.

Already running a team? Team admin log in

  • Buy seats by card or EFT
  • 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

Sample data. The real dashboard shows each rep’s readiness with the pass mark: RE5 66% (33 of 50), RE1 65% (52 of 80).

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 a sample of the dashboard with made-up reps, 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 72% · RE1 65%

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
78%Ready
80%10 Jul 2026
9 Sept 2026
60 days left · own date
-
L. van Wyk
l.vanwyk@sample.co.za
RE5Joined
70%Borderline
62%9 Jul 2026
31 Aug 2026
51 days left
-
N. Khumalo
n.khumalo@sample.co.za
RE1Joined
68%Borderline
66%8 Jul 2026
22 Sept 2026
73 days left · own date
-
K. Dlamini
k.dlamini@sample.co.za
RE1Joined
66%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 studySample data. The real dashboard shows each rep’s readiness with the pass mark: RE5 66% (33 of 50), RE1 65% (52 of 80).

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.

Competence-register export

Export the team's readiness, coverage and activity as a CSV or a PDF 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.

Setting this up for the first time? Read how to set up RE5 and RE1 training for your team, step by step.

For the process behind the dashboard, read the FSP compliance officer's guide to getting reps exam-ready.

Need every rep's RE5 deadline today? Use the free DOFA deadline calculator.

Competence register

See the export before you buy a seat

One row per person per exam, in CSV for your spreadsheet and PDF for your compliance file.

Study readiness register

Sample, dummy data
NameExamReadiness bandReadinessLast activeMocksTarget exam date
Thandi M. (sample)RE5Exam ready81%2026-09-1932026-10-24
Sipho K. (sample)RE5Borderline64%2026-09-1822026-10-31
Lerato P. (sample)RE1Below target47%2026-09-1412026-10-18
Ayesha D. (sample)RE1Not started--02026-11-21
(invited)RE5Not started--0-
Sample Financial Services (Pty) Ltd, generated 20 September 2026. Five of eight rows shown. Every person, score and date is invented for illustration.

Export the whole team in one click, whenever a manager, an auditor or your own file asks for evidence of preparation. The full export carries more columns than the preview above, including coverage of the qualifying criteria, mock exam results, days to deadline and any exam outcome the person reported to you. It never contains anyone’s individual answers.

This is a record of study activity on PassPath and of PassPath's own readiness estimates. It is not an FSCA certificate, not an official regulatory register, and not proof that anyone has passed a regulatory exam.

For the full column list and what an FSP has to keep, read what belongs in a representative competence register.

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 or EFT

Choose how many RE5 or RE1 seats you need (from 2, or use the 2, 5, 10 and 25 quick-picks) and pay once, by card through PayFast or by EFT against an emailed invoice. 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 the day your rep accepts the invite, 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 the register as a CSV or a PDF 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

Buying for a team rather than yourself? RE5 training for staff compares workshops against self-paced online training.

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 the day your rep accepts the invite, not when you pay, and unstarted seats can be reassigned.

For Representatives

RE5

fromR249/ seat

Once-off · 2+ seats · 180 days per seat

Buying for one person? RE5 is R299 on the individual plans.

Set up your team

Card via PayFast or EFT against an invoice

For Key Individuals

RE1

fromR349/ seat

Once-off · 2+ seats · 180 days per seat

Buying for one person? RE1 is R399 on the individual plans.

Set up your team

Card via PayFast or EFT against an invoice

Full refund within 7 days of purchase on seats nobody has started. See the Refund & Access policy.

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

Weighing seats against workshops or in-house training? See RE5 training for companies compared.

What a team of your size costs

  • 2

    seats

    RE5
    R498
    RE1
    R698
  • 5

    seats

    RE5
    R1 245
    RE1
    R1 745
  • 10

    seats

    RE5
    R2 490
    RE1
    R3 490
  • 25

    seats

    RE5
    R6 225
    RE1
    R8 725

These are the same quick-pick quantities the app offers when you buy, at the same per-seat price: RE5 R249 a seat and RE1 R349 a seat, from 2 seats up. There is no pack discount to find: ten seats is simply ten seats. Any other number works too, and each seat's 180 days start when you assign it to a rep.

Pay by card through PayFast, or ask for an invoice and pay by EFT. Invoices carry a PP00001 style reference, are due in 7 days and expire after 14. No VAT is charged. PassPath is not a registered VAT vendor.

Buying for an intake? Onboarding a new rep cohort sets out a 90 day plan from day one to exam-ready.

RE5 seats cost R249 each and RE1 seats cost R349 each, from 2 seats up. A seat is a one-time payment for 180 days of access per rep, with no subscription. Every rep can take the readiness check free first, with no card.

Need a formal quote first?

If your company needs a quote before it can raise a purchase order, email us. We send back a quote at the same per-seat price as buying online.

Once the quote is approved, sign up as a team admin and choose “Pay by EFT (invoice first)” when you buy seats. The app emails you the invoice with a payment reference, and your seats are released once we confirm the transfer, usually within one working day of it reflecting.

What to put in the email

  • Your company name, as it should appear on the quote
  • The exam: RE5, RE1 or both
  • How many reps need a seat
  • When they need to start
Request a quote by email

Or write to support@passpath.co.za

PassPath Teams at a glance

  • PassPath Teams is a self-serve plan for FSP compliance officers, Key Individuals and managers who must get representatives through the RE5 or RE1 regulatory exam.
  • Price: R249 per RE5 seat and R349 per RE1 seat, from 2 seats, paid once. No subscription. No VAT is charged because PassPath (Pty) Ltd is not a registered VAT vendor.
  • Each seat gives one representative 180 days of full PassPath access: readiness score, adaptive practice, timed mock exams and a daily study plan. The days start when the rep accepts the invite.
  • The admin gets a live dashboard showing each rep's readiness, qualifying-criteria coverage, last activity, deadline countdown and at-risk flags. Admins never see a rep's individual answers.
  • The admin can export a competence register as CSV or PDF, one row per rep per exam.
  • Unstarted seats can be reassigned when someone leaves, and are refundable in full within 7 days of purchase.
  • Payment is by card through PayFast, or by EFT against an invoice.
  • PassPath is independent and not affiliated with Moonstone or the FSCA.

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 for the number of seats you need, with no subscription and no auto-renew. Pay by card through PayFast, or ask for an invoice and pay by EFT: invoices carry a PP00001 style reference, are due in 7 days and expire after 14, and the seats open once we mark the invoice paid. An invoice is issued for every purchase either way, so you can file it against your training budget. No VAT is charged. PassPath is not a registered VAT vendor.

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 start the day your rep accepts the invite, not when you pay. So you can buy seats up front and invite people as they join: a seat sits unused, with its clock not yet running, until the invite is accepted.

One row per member per exam, in CSV and in PDF: name, course, readiness score and band (ready, borderline or below), coverage of the qualifying criteria, status, last active date, mock exam results and deadline countdown, formatted to file with your competence register. It never contains anyone's individual answers to questions. It is a record of study activity on PassPath and of PassPath's own readiness estimates, not an FSCA certificate and not an official regulatory register. A dummy-data sample is on the For teams page.

Removing a rep ends their team access straight away; their own account and progress stay with them. If they had not started, the seat goes back to your pool for a new joiner; if they had started, the seat is used up.

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 or EFT, invite your reps, and watch readiness build on one dashboard. No subscription.

Need a formal quote first? Request a quote by email.

Studying on your own? Start the free readiness check.