FSP BUSINESS 4.0

The Complete Business Excellence Platform for South African Financial Planners

Navigate COFI with confidence. Build trust. Grow sustainably. Join South Africa's most comprehensive platform designed exclusively for independent advice businesses.

50+ CPD Courses

100% COFI Coverage

200+ Templates & Tools

24/7 Platform Access

Get Early Access & Exclusive Updates

Be the first to know about our launch! Register now to receive exclusive updates on COFI compliance, platform features, early bird pricing, and special launch offers. Stay ahead of the curve and be ready when FSP BUSINESS 4.0 goes live on 1 March 2026.

COFI Updates

Launch Notifications

Exclusive Offers

Early Bird Pricing

Everything You Need for Business Excellence

From COFI compliance to client relationships, we've got your entire advice business covered

COFI Readiness

Complete COFI assessment and implementation support to ensure regulatory excellence.

Readiness assessment tools
Gap analysis and reporting
Implementation roadmap
Regulatory change tracking

100% COFI Coverage

Business Strategy and Planning

Strategic tools to grow your business and maximize profitability.

Business diagnostics
Business planning
Marketing planning
Business valuation
Pricing services

Strategic Growth

Trust and Relationship Excellence

Master the art of building deep, lasting client relationships through proven trust frameworks.

Behavioural and soft skills assessments
Trust building methodologies
Client engagement program
Communication excellence
Ethical business frameworks

Build Lasting Trust

Standardised Tools and Templates

Professional, compliant documentation to save time and reduce risk.

Policies and procedures
Email scripts and client correspondence
Client onboarding documentation
AI prompts
Questions bank

200+ Templates

Industry Surveys and Benchmarking

Data-driven insights to make informed decisions and stay competitive in the market.

COFI readiness benchmarking
Business performance benchmarking
Industry remuneration surveys
Fee structure comparisons
Client surveys

1,200+ Benchmarked

Professional Development

Comprehensive training and certification programs to enhance your professional capabilities.

50+ FPI accredited courses
White papers
Ethics and trust training
Technical skills modules
FPI/FSCAS compliance training
Industry certifications

50+ CPD Courses

Interactive Learning and Gamification

Engage your team with AI-powered, gamified learning experiences and real-time progress tracking.

Personalized learning paths
Gamification and achievements
Real-time analytics dashboards
Mobile learning access
Team performance tracking

AI-Powered Learning

🌐

Live Events and Networking

Connect with industry leaders through exclusive events, webinars, and professional networking opportunities.

Regular live expert webinars
Industry conferences
Peer networking forums
International connections
Podcasts and video content

Community Driven