For trainers and financial-advisory teams
Start with one cohort.
Find what needs teaching.
A seven-day RES 5 learning pilot for a small group: diagnose a few advisory concepts, discuss the decisions and practise again. Choose the cohort size that your trainer can review personally.
What the pilot includes
The website diagnostic, explanations and fresh-question checks are free and need no learner account. This starter plan and the blank report below help a trainer run the sessions manually. App access is managed individually; contact us to discuss a cohort arrangement.
The diagnostic samples advisory decisions. It does not cover the full RES 5 syllabus, predict exam results or provide an official certificate.
A practical seven-day plan
- Day 1
Find the starting point
Each learner completes the free ten-question RES 5 diagnostic. Record only the cohort totals and the two most common review areas.
- Day 2–3
Discuss the reasoning
Use the explanations to discuss suitability, cash needs and disclosure. Ask learners to explain why each distractor fails.
- Day 4–5
Practise one paper
Learners work from their current SCI study text and their own RES 5 practice access. The app has a free trial allowance; further access is a separate purchase.
- Day 6
Check with fresh scenarios
Use the fresh-question checks after the diagnostic. These are small learning checks, not a validated pre/post assessment.
- Day 7
Decide on the next cohort
Review participation, recurring misconceptions and learner feedback. Discuss any access arrangement with us before committing to a wider rollout.
Report the group, not individuals
Use anonymous totals: invited, participated, completed and the concepts needing discussion. Keep names, policy details and client information out of the shared report. Collect only the information your cohort has agreed to share.
Download a blank cohort report (CSV)A manual template; the website does not create cohort reports automatically.