16th EFPA Poland Congress: Financial Health in Practice

Two days of practical knowledge, inspiring presentations, and landmark report premieres to help financial advisors and industry specialists build a secure future for their clients.

The premier autumn event for the financial advisory industry is here. This October, the 16th EFPA Poland Congress will take place—a unique forum for exchanging knowledge and best practices. This year's theme is "Financial Health in Practice: 7 Good Habits that Build Clients' Security and Future."

Given the current date, the event is just around the corner. Participants will meet online on October 17th and then on October 23rd at The Tides in Warsaw and online for the main, hybrid congress day.

Main Theme: A Practical Approach to Financial Well-being

How can we increase the sense of financial security, retirement peace of mind, and wealth among Poles? This question will set the framework for this year's Congress. The program will feature expert presentations and demonstrations of tools and solutions that can genuinely influence clients' daily financial decisions.

Key program highlights include:

• Premiere of the Financial Health Program — A nationwide initiative to improve the quality of financial advisory services and education.

• The EFPA Poland Personal Finance Health Manifesto — A compass for both advisors and clients on how to consciously build their financial future.

• The Standard of Practice for Financial Advisors — A market proposal to shift the rules towards a more ethical, responsible, and client-centric approach.

• Results of the European "Financial Health of Europeans" study — Unique data showing the state of financial well-being across various countries.

• The "Retirement Through the Eyes of the Young Generation" report — Surprising conclusions about the approach of young Poles to planning their financial future.

Why Attend?

The EFPA Poland Congress is a meeting place for leaders in financial advisory, industry experts, and representatives of institutions and the media. It offers two days of intensive knowledge, inspiration, and networking, available completely free of charge for all registered participants.

For more information and to register, visit: www.kongresefpa.pl