Fit and Proper for FSP Key Individuals and Representatives

We are here to support the integrated four pillars of your FSP
Regulation | Education | Quality of Advice | Sales growth

Fit and Proper Education
Become and Stay Fit and Proper

FSP Focussed training on Classes of Business, Regulatory Exams, NCA, Qualifications, CPD

Learn at your own pace, in your own space
Online Learning Platform

Get your study material, exams and certifications online

FSP Management systems and platforms
FSP4.1 - Manage your FSP Online

Compliance | Learning | Quality | Growth

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We Consult on all Matters related to FSP Regulatory, Compliance and Operational Ability
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We provide online and classroom tuition for all FSP learning and development requirements
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Our FSP4.1 Online management platform for FSPs includes an online competence register, sales crm, onboarding and learning and development program
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We guide staff through their Fit and Proper Requirements, CPD and Qualifications

Our Story

Forward Personal and Business Excellence Institute (Pty) Ltd has been providing training to the financial services sector in South Africa since 2009. At Forward, the candidate receives full, fit and proper training as required by the Financial Sector Conduct Authority for representatives and key individuals. Forward furthermore provides a recruitment service to the financial services industry including positions for key individuals, representatives, administrative staff as well as sales staff for the motor vehicle dealer network across South Africa. As a natural extension of our services, outsourced Financial Services Compliance and Competency Register Management is a another crucial service we deliver to our clients.

Our Purpose

“To be an institution of excellence for training, compliance and solutions to the financial services sector in South Africa”

Numbers Speak


RE Pass Rate


Classes of Business Presented


Years of Service