Four Companies. One Mission.

Empowering South African Financial Advisors for COFI Readiness & Practice Excellence

A strategic alliance bringing together industry-leading expertise in practice management, trust building, professional development, and competency assessment to create the most comprehensive support ecosystem for financial advisors in South Africa.

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Our Collective Mission

The South African financial services landscape is transforming. With COFI on the horizon and ever-increasing regulatory demands, financial advisors need more than compliance tools—they need a complete ecosystem of support that addresses every facet of running a successful, client-centric practice.

That's why four industry leaders have joined forces to create an unparalleled support platform that combines cutting-edge technology, proven methodologies, continuous education, and comprehensive assessment tools.

Together, We Deliver More

By integrating our strengths, we provide advisors with everything they need: practice management excellence (FSPbiz), trust and ethics mastery (Trusted Advisor), continuous professional growth (PROpulsion), and competency validation (Skilzly). This collaboration ensures you're not just compliant—you're optimized for sustainable success.

Meet Our Partner Companies

Each company brings unique expertise and proven track records to create a comprehensive support ecosystem for financial advisors

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FSPbiz | 4point0

Practice Management & Business Excellence

FSPbiz is South Africa's premier platform for financial planning practice excellence. For years, we've been empowering FSPs with the tools, templates, and frameworks they need to build profitable, compliant, and client-centric businesses.

What We Bring:

Business planning & strategy frameworks
COFI readiness assessments & implementation
Practice management templates & tools
Industry benchmarking & surveys
Regulatory compliance support
Business optimization strategies

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Trusted Advisor

Trust, Ethics & Client Relationships

Founded by Anton Swanepoel, author of over 20 books on trust and ethics, Trusted Advisor equips financial professionals with the frameworks and skills to become advisors of distinction through deep, lasting client relationships built on trust.

What We Bring:

Trust-building methodologies & frameworks
Ethics & professional conduct training
Client relationship excellence programs
TCF (Treating Customers Fairly) implementation
Signature courses by Anton Swanepoel
Advisor distinction certification

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PROpulsion

Professional Development & Community

PROpulsion is a dynamic community dedicated to taking financial planning professionals to the next level through world-class education, engaging events, and a supportive network that drives continuous growth and excellence.

What We Bring:

CPD-accredited courses & training
Weekly live learning sessions
Professional networking community
Industry expert speakers & workshops
Practice growth strategies
Global thought leadership events

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Skilzly

Assessment & Competency Validation

Skilzly provides smart assessment solutions for developing, monitoring, and validating skills. Our platform ensures that financial advisors can prove their competence and maintain fit & proper status through rigorous, trackable assessments.

What We Bring:

Competency assessments & validation
Fit & Proper compliance tracking
Skills gap analysis & reporting
RE exam preparation & support
Continuous competency monitoring
Evidence-based performance tracking

Why This Alliance Matters

Together, we deliver a 360-degree solution that addresses every critical need of modern financial advisors

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Complete COFI Readiness

From initial assessment to full implementation, we guide you through every COFI requirement with proven frameworks, documentation templates, and ongoing support.

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Business Optimization

Transform your practice with strategic planning tools, operational frameworks, and benchmarking data that drive profitability and sustainable growth.

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Continuous Learning

Access world-class CPD-accredited education, expert-led training, and a supportive community that keeps you at the forefront of industry excellence.

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Trust & Relationship Mastery

Master the art of building deep, lasting client relationships through proven trust frameworks and ethics training that sets you apart as a true advisor.

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Competency Validation

Prove your capabilities with rigorous assessments and ongoing monitoring that ensures you meet and exceed fit & proper requirements.

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Regulatory Confidence

Stay ahead of compliance requirements with up-to-date resources, expert guidance, and systems that make regulation an asset, not a burden.

Your Journey With Us

How we work together to transform your practice from compliance-focused to excellence-driven

Assess Your Current State

Begin with comprehensive assessments (Skilzly) that identify exactly where you stand on COFI readiness, competency, and practice maturity. No guesswork—just clear insights.

Build Your Foundation

Access proven templates, frameworks, and tools (FSPbiz) to establish solid governance, documentation, and operational systems that form the backbone of COFI compliance.

Master Trust & Ethics

Elevate your advisory practice with trust-building methodologies and ethics training (Trusted Advisor) that transform you into an advisor of distinction your clients truly trust.

Continuous Growth

Join a vibrant community (PROpulsion) for ongoing education, networking, and development that keeps you current, competitive, and connected to industry leaders.

Optimize & Scale

Use benchmarking data, strategic planning tools, and business optimization frameworks to continuously improve profitability, efficiency, and client satisfaction.

Meet Our Leadership Team

Industry experts and thought leaders dedicated to your success

Team member profiles and biographies will be added here soon. Our leadership team brings decades of combined experience in financial services, regulation, practice management, and professional development. Stay tuned for detailed profiles!

Ready to Transform Your Practice?

Join hundreds of South African financial advisors who are already leveraging our integrated platform to achieve COFI readiness, build trusted client relationships, and optimize their practices for sustainable success.

🚀 Get Started Today 📊 Check COFI Readiness