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

Coming Soon!

Launching 1 March 2026

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.

Register for Updates
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