1st Financial Planning Forum

On October 18th comes the long-awaited 1st Financial Planning Forum of the Hellenic Financial Planners Association – HFPA

The Hellenic Financial Planners Association is proud to announce the organization of the 1st Forum in Greece, an important and much anticipated forum, aimed at raising awareness about Financial Planning, the role of the Financial Planning Advisor, the exchange of experiences and views and the prospects for the next day.

The 1st Financial Planning Forum will take place on Friday 18 October at 10:00 am, at the Benaki Museum (138 Pireos Street, Piraeus).

Prominent personalities from Greece and abroad will be present, while distinguished speakers will honour the forum with their participation, share their experience and provide answers to issues related to the philosophy of Financial Planning.

The 1st Financial Planning Forum, aspires to be a dynamic platform for information and exchange of views, for an industry that is experiencing strong dynamics. It is addressed not only to the Members of the Association but invites to participate professionals from the insurance, investment and banking sectors who are interested in their professional development and their involvement in one of the most emerging and interesting sectors.

The Financial Planner or Financial Advisor, which in Greek translates to Financial Planning Advisor, is trained and certified to advise & guide his client for the optimal management of his finances. The Financial Planner profession confers prestige and social standing, while in international markets, Financial planners are ranked at the top of the professional pyramid.

Membership in the Hellenic Financial Planners Association (H.F.P.A.) is open to all professionals in the insurance, investment and banking sectors who are interested in developing and operating professionally in the nerve-racking and highly interesting field of Financial Planning.