15th EFPA Poland Congress

On October 17 and 24, the 15th EFPA Poland Congress takes place, gathering key figures from the Polish and international financial markets, managers of financial institutions, certified EFPA financial advisors, special guests, and market leaders.

The anniversary Congress isheld in a two-day format: online on October 17 and both online and in person on October 24 at The Tides, Wioślarska 8, Warsaw.

The main theme of this year’s Congress is:
LET'S TAKE CARE OF THE FINANCIAL WELL-BEING OF POLES. It's time for Certified EFPA Advisors.

Fifteen years of EFPA Poland's operations have resulted in more than 2,600 EFPA Certificates being issued, over 2,000 advisors continuously maintaining and updating EFPA qualifications, and the creation of a unique community of professionals co-creating EFPA Poland.

2024 is a particularly important year in Poland: the Year of Economic Education, marking the centenary of Władysław Grabski’s reforms, the establishment of the Bank of Poland, and the introduction of the Polish złoty. We face strategic challenges in the green and digital transformation of the modern economy into a more sustainable world, which requires mobilizing all available capital resources, including private client investments.

In this exceptional year, the message of the 15th EFPA Poland Congress is the financial health of Poles. During the Congress, we want to demonstrate that the community of professional financial advisors, led by an experienced and dedicated team of managers, plays a unique role in building the strong foundations of Poles' financial well-being. We aim to draw historical inspiration for the future from the 15 years of market presence of EFPA Poland. We will introduce a new market standard for financial advisory, showing that clients need a good financial plan to take care of their financial well-being. The event will feature distinguished guests, strong voices, and a heated Oxford debate around the new European Retail Investment Strategy (RIS) and the challenge of attracting citizen savings to the capital market.

Congress participants will have the opportunity to meet and hear from prominent figures in the Polish financial market, such as:
Professor Leszek Balcerowicz, Wiesław Rozłucki (GPW), Tomasz Bardziłowski (GPW), Tadeusz Białek (ZBP), Krzysztof Dresler (PKO BP), and Robert Sochacki (Pekao SA).

At the Congress, the following are presented:

• The "Market Model of Financial Advisor" – an initiative of leading institutions of the Polish financial market.
• The current diagnosis of the financial health of Poles: results of the latest research and report from the Financial Health Review project with EFPA Poland.
• The latest results of the study Self-Portrait of Financial Advisors in Poland, Anno Domini 2024.

The 15th EFPA Poland Congress is an invitation for:

• Certified EFPA Financial Advisors and future candidates.
• Managers and experts of the Polish capital and financial advisory market.
• Graduates and final-year students interested in working in the financial market.
• Financial services clients.
• Representatives of partner companies and industry organizations.
• Representatives of regulatory and supervisory institutions.

The 15th EFPA Poland Congress is time well spent, supporting the professional and personal development of every participant. It’s a unique dose of knowledge and inspiration, helping attendees better navigate the financial market professionally.

Partners of the 15th EFPA Poland Congress include:
Bank Pekao, PKO Bank Polski, TFI PZU, VIG / C-Quadrat TFI, Beta ETF, BNP Paribas Bank Polska, DI Xelion, Generali Investments TFI, ING Bank Śląski, mBank, F-Trust, iWealth, Opoka TFI, Pekao TFI, Investors.

Patrons:
CFA Society Poland, Izba Domów Maklerskich, IZFiA, Financial Ombudsman, Association of Individual Investors, Polish Economists Society, Polish Bank Association, Union of Financial Enterprises in Poland.

Media patrons:
Analizy Online S.A., Miesięcznik Finansowy BANK, Portal BANK.pl, PAP Biznes.

Partner organizations:
Warsaw Institute of Banking.

Partner projects:
30% Club Poland, Sectoral Council for Competence, Bankers for Financial Education of Children and Youth (BAKCYL), Nienieodpowiedzialni.

The full program of the 15th EFPA Poland Congress and free ONLINE registration are available on the website:
https://twoj-event.pl/efpa/