W czerwcu 2016 uczestniczyłem jako delegat Europejskiej Akademii Planowania Finansowego na XIV międzynarodowym forum CIFA: Convention of Independent Financial Advisors.
To 4 dni wykładów, warsztatów i dyskusji w pięknych wnętrzach hotelu Hermitage w Monaco.
Wybrane tematy z kongresu:
- Legislative over-activity, investigations, fines, confisca- tion: are these results likely to improve the global financial system?
- $700 trillion in derivatives, $200 trillion debt, less than $70 trillion World GDP: Quo Vadis Fiat Money?
- KYC, collection of intrusive information on customers, criminalization of tax offences: how far can State intrusion go into the individual’s private sphere?
- Persistent economic crisis, loss of tax revenues from employment, States’ excessive indebtedness, incompressible social benefits. Can the Western economic model be saved and, in the case of BREXIT, can the EU survive?
- The future of Advice: Fiduciary, Fee only, Fee-based, Commissions: Does it make a real difference?
- Managing Client Expectations
- The future of Retail Advice: Simplified advice, Robos and DIY clients
- Are clients really pleased by „Regulatory Suitability”? What does regulation do for the consumer?
- Behavioral Finance – Focus of the advisory process: formal compliance by questionnaires, disclaimers, models and robos vs. evaluating goals, asset classes, B-Ds and products by building scenarios together with the client
- The Civil Society response: How to fight overregulation?
- Financial Triage: Effectively determining what services are needed and how to deliver these services while fulfilling your fiduciary duties
