The 14th EFPA Poland Congress was held on October 17 and 20 , gathering 1500+ participants including figures from the Polish and international financial market, managers of financial institutions, certified EFPA financial advisors, special guests and market leaders.

For the first time, the Congress was held in a new, two-day formula: online on October 17 and online and in-person on October 20, at the Digital Knowledge Village in Warsaw at ul. Puławska 457.

The main themes of this year’s Congress focused around:

THE CERTIFIED FINANCIAL ADVISOR IN THE WORLD OF PARADOXES. How to build value for clients in the twists and turns of today’s finances? 

The Congress took off on October 17th with the Congress Academy: an intensive dose of specially prepared webinars, conducted by the best market experts in the field of investment and financial consulting.

On the second day of the Congress, special guests, speakers and panelists were faced in their speeches and discussions with a selection of the most important current issues, which to a great extent shape financial markets and the work of people in the financial sector today.

Some 42 panelists and guest speakers sought to provide some answers on questions such as:

  • Is a green transformation possible in times of war and energy crisis: will we vote with our wallets for ESG investments? How to build a culture of professional financial advice in a market dominated by product sales
  • Is Is it possible to be a good advisor for both Generation Z and Generation Silver customers, two growing customer segments: do we know our customers?
  • Do we need robots to have time to build relationships with customers: technology vs. humans?
  • Will access to knowledge democratize the level of competences or will we be drowned in a tsunami of junk information and “fake news”: how to build professional reliability and competences of the future on a regulated market
  • How to reconcile the role of “I – employee” and ” I – owner of the company “My Personal Brand”

Over 1500 participants joined the Congress, including:

  • Certified Financial Advisors of EFPA Polska and future candidate
  • Managers and experts in the Polish capital market and financial consulting
  • Graduates and students in their final years of studies, interested in working in the financial market  Financial services customers
  • Representatives of partner companies and industry organizations  Representatives of regulatory and supervisory institutions

The Congress program was organized around three leading thematic areas: 

LET’S OPEN OUR EYES

  • Małgorzata Bonikowska, Think Tank: The world we live in: Fake news, paradoxes, social and economic truths.
  • Prof. Marek Belka: Do we need a new manual for an intelligent investor?
  • Dr. Maciej Kawecki, WSB in Warsaw: Technological version of the world. Do we know what we can expect in 2025, 2030, 2035? LET’S BUILD AN ADVISORY SERVICE MODEL 4.0
  • DNA of advisory services for clients. Conversation led by President Jarosław Fuchs , Bank Pekao SA about Private Banking services
  • Oxford debate on the hypothesis that ¨Modern technology will eat financial advisors for breakfast¨

European panel with heads of private banking and participation of practitioners from selected European countries: The value of advisory services for clients: do we have a winning model?

EFPA FOR THE PROFESSIONAL DEVELOPMENT OF ADVISORS

  • Congress Academy
  • Investing Knowledge Tournament
  • Joanna Malinowska-Parzydło: How to reconcile the role of “I-employee” and “I-owner of the company Personal Brand “

The 14th EFPA Poland Congress was time well spent, supporting the professional and personal development of each participant. It injected everyone with a unique dose of knowledge and inspiration, helping participants to better find their own way professionally in the financial market.

Partners of the 14th EFPA Polska Congress: Bank Pekao SA, PKO Bank Polski, Goldman Sachs TFI, TFI PZU, VIG / C-Quadrat TFI, Dom Inwestycyjny Xelion, mBank, Pekao TFI, BNP Paribas Bank Polska, Beta Securities Poland, Opoka TFI, Generali Investments TFI, ING Bank, Investors TFI.

Patronages by CFA Society Poland, WSE, Chamber of Brokerage Houses, IZFiA , Association of Stock Exchange Issuers, Association of Individual Investors , Association of Polish Banks, Association of Financial Companies in Poland, Lazarski University,

Media patronage by AnalizyOnline, Polish Press Agency SA, BANK Monthly and BANK.pl Financial Portal

Partner Organizations Warsaw Institute of Banking

Partnership Projects 30% Club Poland, Financial Sector Competence Council, BAKCYL Bankers for Financial Education of Children and Youth, Nienieodpowiedzialni, Sector Competence Council