New to advice? Ask the questions you would not ask out loud.
Every adviser had a first self-employed case and a first credit issue. CaseHelp lets you learn from advisers who have seen it before, without your name on the question.
Why trainees use CaseHelp
You may not want to ask your supervisor the same question twice, or ask something in a group chat that everyone can see. On CaseHelp no one knows who asked. You get a random handle and a badge that shows you are a trainee, so people know to explain things in full.
Search solved cases too. Many of the questions you have will already have a good answer.
How trainees join
Trainees and admin staff join through someone at their firm who is already checked on CaseHelp. They send you an invite from their profile. You sign up, and your account goes live straight away.
If no one at your firm uses CaseHelp yet, ask your principal or a qualified adviser to join first. It is free.
Build your CPD as you learn
Every case you ask about or answer goes into your CPD log. Add the time you spent and what you learned, then download it for your records.
Common questions
Can trainees post cases?
Yes. Trainees can post cases and reply to others. Their handle shows a Trainee badge.
Will my supervisor see my questions?
Not unless you tell them. Other users only see your random handle.
Do I need an IRN to join?
No. Trainees join through an invite from a checked adviser at their firm.
Is it free for trainees?
Yes. CaseHelp is free for advisers, trainees and admin staff.
Got a case you can't place?
Join free and ask advisers who have placed one like it. It takes a few minutes to sign up.