About the Planejar International Congress 2024.
The Planejar International Congress for CFP® Professionals (Certified Financial Planner) is a fundamental opportunity to exchange knowledge, update practices and discuss relevant topics in the area of financial management, investments, estate planning, among other related topics.
Only for Global Meeting attendees
The congress will start at 9am and end at 6pm (BRT)
Attention: the event will be primarily hosted in Portuguese, but simultaneous translation will be available.
October 15th
Unique Hotel
Av. Brigadeiro Luis Antonio, 4700
Jardim Paulista, São Paulo – Brazil
Zip Code 01402-002
Exclusive event for CFP® Professionals
Schedule
| Time | Main Plenary |
| 08:30am – 09am | Registration + Networking |
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| 09am – 10am | Official Opening |
| Speakers: Paulo Colaferro, CFP® (President of Planejar Board of Directors ) Dante De Ghori, CFP® (CEO of FPSB) Ana Leoni (CEO of Planejar) |
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| 10am – 10:30am | “The Same as Ever” (book) |
| Speaker: Morgan Housel – Online | |
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| 10:30am – 11:30am | Networking + Sponsors’ Plenary |
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| 11:30am – 12:15pm | “Creating the Future Financial Adviser” |
| Speaker: Kevin Keller, CAE (CEO of CFP Board) | |
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| 12:15pm – 02:15pm | Lunch + Networking + Sponsors’ Plenary |
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| 2:15pm – 3pm | “Personal Brand: Your Reputation is Your Greatest Asset” |
| Speakers: Ana Claudia Plihal (CEO of Linkedin Brazil) Susana Arbex (Personal Branding Specialist and Co-founder of Betafly Brandmakers) |
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| Mediator: Ana Leoni (CEO of Planejar) | |
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| 3pm – 4pm | Networking + Sponsors’ Plenary |
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| 4pm – 5pm | “Economic Perspectives for 2025: Challenges and Opportunities in a scenario of local and global transformation” |
| Speakers: Fernando Honorato (Chief Economist at Bradesco) Betina Roxo (Vice President of Redoma Capital) Zeina Latif (Associate-Director of Gibraltar Consulting) |
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| Mediator: Guilherme Wertheimer, CFP® (Member of the Planejar Board of Directors) | |
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| 5pm – 6:15pm | “The courage to transform” |
| Speaker: Roberto Shinyashiki | |
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Planejar International Congress through the years
What’s the plan?
New times, new plans
Chaos & effect
How to plan the unpredictable?
Collateral effects
Yesterday’s lessons, tomorrow’s challenges
Planejar International Congress
The Planejar International Congress for CFP® Professionals (Certified Financial Planner) is an event of extreme importance and relevance for professionals in the field of financial planning and, consequently, for society in general. This congress is a fundamental opportunity for the exchange of knowledge, updating of practices and the discussion of relevant issues in the field of financial management, investments, wealth planning, among other related topics.
The main goals of the Planejar International Congress for CFP® Professionals are:
- Promotion of Education and Professional Updating: To provide an environment of continuous learning, where professionals in the sector can have access to up-to-date information, new trends, innovative strategies, and best practices in the field of financial planning. This is essential to ensure that professionals are always up-to-date and can offer quality services to their clients.
- Exchange of Experiences and Networking: The congress is an excellent opportunity for professionals to share their experiences, challenges, and successes with colleagues in the sector. Additionally, it is an environment conducive to networking, which can lead to professional partnerships, collaborations, and business opportunities.
- Discussion of Topics Relevant to Society: The topics discussed during the congress are not only restricted to technical issues in the financial field, but also cover socioeconomic issues that impact society as a whole. This includes debates on financial inclusion, financial education, socially responsible investing, retirement planning, and other topics relevant to the financial well-being of the population.
The importance of this congress for society is remarkable, since well-informed and knowledgeable professionals in financial planning play a crucial role in promoting economic stability, both for individuals and families. They help in making more informed decisions and creating financial strategies that aim to achieve goals, whether they are in the short, medium, or long term.
In addition, by discussing topics of public interest and promoting financial education, the congress contributes to a society that is more aware and able to deal with financial issues more effectively, preventing problems such as excessive debt, lack of retirement planning, and other financial challenges.
In summary, the Planejar International Congress for CFP® Professionals not only raises the level of knowledge and professional practices, but also has a positive impact on society, by promoting a culture of financial education and responsible planning, directly benefiting people’s lives and contributing to a financially safer and more sustainable future.
