FSPbiz

Excellence in Financial Planning Practice Management and Business Management

Empowering South African financial advisors with world-class practice development tools, compliance frameworks, and industry-leading resources to build trusted, profitable practices.

500+

Practices Transformed

100%

COFI Coverage

50+

Expert-Led Courses

Integrated Platforms

⚠️ URGENT - Act Now

🎯 COFI Readiness Program

The Conduct of Financial Institutions Act is transforming South African financial services. Don't get caught unprepared. Our comprehensive COFI Readiness Program ensures your practice is compliant, confident, and ready for the new regulatory landscape.

Start Your COFI Assessment →

Comprehensive Practice Management Solutions

Everything you need to build, grow, and optimize your financial planning practice

📋

Business Strategy & Planning

Build your practice roadmap with professional frameworks for strategic growth and profitability.

Business plan templates & builders
Marketing plan development
Client acquisition strategies
Practice valuation tools
Succession planning resources

500+ Plans Created

🎓

Professional Development

Elevate your expertise with CPD accredited courses and become a trusted advisor.

50+ CPD accredited courses
Ethics & trust training
Technical skills modules
FPI/FSCA compliance training
Industry certifications

50+ CPD Courses

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Industry Surveys & Benchmarking

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

Industry salary surveys
Practice performance benchmarks
Client satisfaction surveys
Market trend analysis
Fee structure comparisons

1,200+ Benchmarked

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Standardized Templates & Tools

Professional, FAIS-compliant documentation to save time and reduce risk.

FAIS compliant fact finds
Statement of Advice frameworks
Record of Advice templates
Client onboarding documents
Financial needs analysis tools

200+ Templates

📊

COFI Compliance & Readiness

Complete COFI assessment and implementation support to ensure regulatory excellence.

Readiness assessment tools
Gap analysis & reporting
Implementation roadmaps
Regulatory change tracking
Compliance certification

100% COFI Coverage

🤝

Trust & Client Relationship Excellence

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

Trust-building methodologies
Client relationship strategies
Ethical practice frameworks
Communication excellence
Advisor distinction programs

Build Lasting Trust

🎯

Interactive Learning & Gamification

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

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

AI-Powered Learning

🌐

Live Events & Networking

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

Weekly live expert sessions
Annual industry conferences
Peer networking forums
International speaker series
Podcast & video content

Community Driven

Trusted by South Africa's Leading Advisors

See how FSPbiz is transforming financial planning practices across South Africa

"FSPbiz's COFI Readiness Program gave us the confidence and framework to navigate the regulatory changes. We're now 100% prepared and ahead of our competitors."

Sarah van der Merwe, CFP®

Principal, Premium Wealth Advisors

"The business planning templates and benchmarking data helped us identify gaps and grow our AUM by 40% in just 18 months. Game-changing for our practice."

Michael Naidoo

Managing Director, Prosperity Financial Planning

"The CPD courses are practical, relevant, and FSCA compliant. FSPbiz has become our go-to partner for professional development across our entire advisory team."

David Botha, CFP®

Head of Advice, Stellar Financial Services