Kobus Kleyn, CERTIFIED FINANCIAL PLANNER® professional and director at Kainos Financial Services, a Liberty Group Affiliate, obtained his Postgraduate Degree in Financial Planning at the University of Free State as well as a Management Development Programme (MPD) and AEP from UNISA Business School.
He is the current chairperson of the Financial Planning Institute’s (FPI) Risk Competency Committee, Financial Intermediaries Association’s (FIA) RDR Intermediary Workgroup and Liberty Group FA Ethics Committee. Kobus serves on the Million Dollar Round Table (MDRT) Income Replacement Committee, FPI Professionals Convention Committee 2017 and holds the assistant-director, for the MDRT PGA Annual Convention 2017 Task Force Committee, position.
He is also a member of the South African Institute of Tax Professionals (SAIT), FIA and Fiduciary Institute of South Africa (FISA), the Society of Trust and Estate Practitioner (STEP- with a TEP Designation), Financial Intermediaries Association of Southern Africa (FIA) and Ethics SA.
Kobus was the inaugural winner in 2015 of the FPI “It starts With Me” award and also received the award in 2016. He is also an FPI and MDRT Pro-Bono Volunteer and was awarded the MDRT Leadership Award in 2014.
Kobus has a passion for the financial services profession and works purposefully with other like-minded professionals and stakeholders to transform the industry into a fully-fledged profession through the power of social media, print media as well as presenting at industry events.
He has authored the book “Passion for the profession- Mastering the 9 P’s to Professionalism” as a non-profit publication to the financial profession.