Candidates prove their ability
Students complete fact-checked simulations across all six domains. Scores unlock only after genuine, repeated demonstration — nothing is awarded early, and retries can’t inflate a number.
For wealth management firms
See how candidates think before you hire.
A CV tells you where someone has been. A PlannerPath benchmark report gives structured evidence of how a candidate approaches simulated case work — technical reasoning, professional judgement, communication and areas for development — before interview.
Reduce the cost and uncertainty of unsuitable hiring by seeing applied work before committing senior time and salary.
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competency domains evidenced in every benchmark report
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CVs to sift — every referral is individually curated, never an open pile
How referrals work
Curated, not crowdsourced.
We don’t hand you a database and wish you luck. Candidates are reviewed individually and referred to specific firms where the fit is real.
We review and refer
PlannerPath reviews the candidate pool and refers selected individuals to your firm — with a full benchmark report showing domain-by-domain performance, badges earned, and how their scores were built.
You decide, with evidence
Track each referral through your own dashboard — Interested, Interviewing, Hired — and see exactly how a candidate reasons before committing a salary to finding out.
The benchmark report
Every number is interrogable.
A benchmark report isn’t a black-box grade. It shows the PCI, each domain score, which badges were earned and at what level, and how much evidence sits behind every figure — so your hiring judgement stays yours, just better informed.
- Domain-by-domain scores with completion counts behind each
- Case-file work weighted 1.5× — integrated ability counts for more
- Latest-attempt scoring with retry cooldowns, so numbers reflect real skill
- The methodology is explained, not just asserted — nothing to take on faith
Sample report structure
Overall PCI0–99, Bayesian-adjusted, readiness-gated
Six domain scoreseach with badge status and evidence count
Completion historywhich simulations, at what level, when
Methodology notesexactly how every figure was computed
PlannerPath reports are designed to support human judgement, not replace it. They should not be used as the sole basis for recruitment, rejection or employment decisions.