Training sessions

Become an excellent Dynamic Planner by joining The Client Success training sessions*

  • Risk profiling with Dynamic Planner
  • Investment and retirement planning with Dynamic Planner
  • Practice management & apps in Dynamic Planner
  • * These courses are designed for direct clients of Distribution Technology. If you receive access to Dynamic Planner via another organisation they will offer their own custom training.

Session 1

This session is focused on familiarising the user with the basic navigational aspects of Dynamic Planner and demonstrates step by step how to perform a Risk Profile for your clients in order to produce a client facing report.

Course Risk profiling with Dynamic Planner
Time Every Friday- 9:30 am – 10:30 am
Duration 1 hour
Schedule 45 minute WebEx session with 10 minutes for questions
Topics covered
  • Overview of the home screen,resource files, knowledge base and the client dashboard
  • Creation of a client and a case
  • The full risk profiling process end to end
  • Report generation
  • Client update
How to sign up

If you are interested in taking part in this session please contact support@dynamicplanner.com with your desired date

Session 2

This session is aimed at helping advisers take the next step from Risk Profiling, to analysing their clients current holdings and producing a plan of action. This course will recap the fundamentals of Dynamic Planner, before exploring in detail the tools to capture client fact find data and then planning for clients looking to invest.

Course Investment Planning with Dynamic Planner
Time Every other Monday 14:30 - 15:30
Duration 1 hour
Schedule 50 minute WebEx session with 10 minutes for questions
Topics covered
  • The Inputting of existing Investment policies.
  • How Dynamic Planner can help evaluate a client’s current Risk level with their Target Risk level.
  • Recommending amendments to existing plans or recommending new policies in order to align the clients current risk level to their target risk level.
  • Setting Investment objectives.
  • Examining the Investment forecast.
  • Using the Fund Search tool to select funds from a whole of Market solution or those that have been specifically Risk Profiled by Distribution Technology.
  • Producing a Client facing report.
  • Progressing a Case in order to update the existing Client record.
How to sign up

If you are interested in taking part in this session please contact support@dynamicplanner.com with your desired date

Session 3

This session is aimed at helping advisers take the next step from Risk Profiling, to analysing their clients current holdings and producing a plan of action. This course will recap the fundamentals of Dynamic Planner, before exploring in detail the tools to capture client fact find data and then planning for retirement.

Course Retirement Planning with Dynamic Planner
Time Every other Monday 14:30 - 15:30
Duration 1 hour
Schedule 50 minute WebEx session with 10 minutes for questions
Topics covered
  • The Inputting of existing pension policies.
  • How Dynamic Planner can help evaluate a client’s current Risk level with their Target Risk level.
  • Setting a Retirement objective.
  • Exploring the range of forecast graphs available; including shortfall analysis.
  • Recommending amendments to existing plans or recommending new policies in order to align the clients current risk level to their target risk level.
  • Using the Fund Search tool to select funds from a whole of Market solution or those that have been specifically Risk Profiled by Distribution Technology.
  • Producing a Client facing report.
  • Progressing a Case in order to update the existing Client record.
How to sign up

If you are interested in taking part in this session please contact support@dynamicplanner.com with your desired date

Session 4

This session will cover some of the more advanced capabilities of the Dynamic Planner system. We will explore the creation of Model portfolios/Shortlists and how these are used within a Client Case. We will discuss how to setup service levels and assign these to your Client, in order to receive Alerts as a reminder of upcoming reviews. Finally we will cover the two main Apps which Distribution Technology currently supplies as part of the Dynamic Planner offering; the Client Facing App (My Planning) and the Adviser App for Risk Profiling.

Course Model Portfolios, Administration Tasks and Apps with Dynamic Planner
Time The last Thursday of every month 9:30-10:30
Duration 1 hour
Schedule 50 minute WebEx session with 10 minutes for questions
Topics covered
  • How to set up Model Portfolios and Shortlists.
  • How to use these portfolios/shortlists within a Case.
  • How to set up Service levels and assign them to your Clients.
  • How to grant your Clients access to My Planning and the apps key features.
  • How to use the adviser Risk Profiling app for IPhone/IPad.
How to sign up

If you are interested in taking part in this session please contact support@dynamicplanner.com with your desired date