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Institution Fit Check

Why take the check?

Financial education is now part of life skills, wellbeing, employability,
entrepreneurship, and real-world readiness.

But many institutions are still relying on scattered lessons, one-off talks,
or programmes that are hard to measure.

This check helps you see whether your current approach is structured, engaging,
and measurable enough to make a lasting difference.

Why take the check?

Financial education is now part of life skills, wellbeing, employability, entrepreneurship, and real-world readiness.

But many institutions are still relying on scattered lessons, one-off talks, or programmes that are hard to measure.

This check helps you see whether your current approach is structured, engaging, and measurable enough to make a lasting difference.


This check helps you think through

  • What you already offer
  • What may be missing
  • Whether students would engage
  • Where it could fit
  • What progress should look like
  • What evidence your team would need

This check helps you think through:

  • What you already offer
  • What may be missing
  • Whether students would engage
  • Where it could fit
  • What progress should look like
  • What evidence your team would need

Who is it for?

This check is designed for:

  • School leaders
  • University teams
  • Heads of wellbeing, careers, enterprise, or personal development
  • CSR and foundation teams
  • Banks and sponsors supporting youth education
  • Government and youth-focused organisations

Who is it for?

This check is designed for:

  • School leaders
  • University teams
  • Heads of wellbeing, careers, enterprise, or personal development
  • CSR and foundation teams
  • Banks and sponsors supporting youth education
  • Government and youth-focused organisations


Why SRB?

SMARTER. RICHER. BRAVER. is a mobile-first financial education platform built for institutions.

It helps learners build better money judgment, confidence, and self-awareness through a structured journey designed for real-world decision-making.

For institutions, SRB is built to be practical:

  • No specialist financial education teachers required
  • Light-touch oversight
  • Flexible enough to fit into existing academic timetables
  • Scalable across cohorts & year groups
  • Clear reporting that shows learner progress, engagement, confidence, and decision-making growth

Why SRB?

SMARTER. RICHER. BRAVER. is a mobile-first financial education platform built for institutions.

It helps learners build better money judgment, confidence, and self-awareness through a structured journey designed for real-world decision-making.

For institutions, SRB is built to be practical:

  • no specialist financial education teachers required
  • Light-touch oversight
  • flexible enough to fit into existing academic timetables
  • scalable across cohorts & year groups
  • clear reporting that shows learner progress, engagement, confidence, and decision-making growth

What happens after the check?

You’ll receive a simple fit result:

High Fit | Medium Fit | Low Fit

• High Fit means SRB is likely to align well with your learners, goals, and current priorities.
• Medium Fit means there may be a clear opportunity, but a pilot or short conversation would help clarify the best route.
• Low Fit means your institution may still be defining its needs, timing, or internal priorities.

Your result is not a final decision.

It is a starting point for a conversation about whether SRB could support your learners in a structured, engaging, and measurable way.


What happens after the check?

You’ll receive a simple fit result:

High Fit | Medium Fit | Low Fit

• High Fit means SRB is likely to align well with your learners, goals, and current priorities.
• Medium Fit means there may be a clear opportunity, but a pilot or short conversation would help clarify the best route.
• Low Fit means your institution may still be defining its needs, timing, or internal priorities.

Your result is not a final decision.

It is a starting point for a conversation about whether SRB could support your learners in a structured, engaging, and measurable way.


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