Aisa International Team Attends EFPA Conference in Prague

by | Nov 30, 2023

Current knowledge is critical to successful financial planning 

On 28 November, members of the Aisa International team attended the 2023 European Financial Planning Association (EFPA) Conference in Prague. Aisa International is committed to staying up to date on all topics that can affect how we construct portfolios and advise our clients. 

Our attendees included Marta Gellova, President of the EFPA Czech Republic Council and member of the Aisa International Supervisory Board; Anton Golikov, Financial Director, and Jakob Tykal, Client Compliance department.

Marta Gellova, President of the EFPA Czech Republic Council and member of the Aisa International Supervisory Board
Jakub Tykal, Aisa International Client Compliance

Photos: Left Marta Gellova, President of the EFPA Czech Republic Council and member of the Aisa International Supervisory Board. Right Jakub Tykal, Aisa International Client Compliance

The conference presentations looked at the economic outlook in the Czech Republic and Europe, as well as factors such as inflation, interest rates, and exchange rates.  

Ing. Pavel Zeman from Deloitte discussed important investment topics, including taxation of investments, the impact and development of taxes in 2023, and the current tax package and its impact on investments. 

Additional topics, such as reading the markets and working with the portfolio in the context of the macro mix, the investor’s perspective, company analysis, prospective sectors for 2024 and reactions to the macro mix. These topics were discussed by Matej Turek, CFA of the QUANT fund. 

The views expressed in this article are not to be construed as personal advice. Therefore, you should contact a qualified, and ideally, regulated adviser in order to obtain up-to-date personal advice with regard to your own personal circumstances. Consequently, if you do not, then you are acting under your own authority and deemed “execution only”. The author does not accept any liability for people acting without personalised advice, who base a decision on views expressed in this generic article. Importantly, where this article is dated then it is based on legislation as of the date. Legislation changes but articles are rarely updated, although sometimes a new article is written; so, please check for later articles or changes in legislation on official government websites, as this article should not be relied on in isolation.

Follow us on Social Media

Post written by:

Susan Austin

Susan Austin is a freelance writer living in Prague, Czech Republic. Originally from the U.S., she has written for and worked in many industries, including healthcare, transportation, travel and leisure, museums, education, personal finance, and archaeology.

Aisa International is the only financial advice service company specialising in advice for expats that is regulated as a Securities Trader in the Czech Republic, USA, and UK.