Training Academies

Register now! 

Dynamic Planner will be hosting a series of training academies this September to show users how to get the most out of their licences. The Client Support Team will be providing training on a range of Dynamic Planner features such as optimising fund research capabilities, forecasting and Investment goal planning, understanding and utilising the client outputs within  Dynamic Planner through to explaining the detail contained within the risk profile fund factsheets.

Dynamic Planner’s Director of Financial Analytics, Chris Fleming, will run a session on the asset allocation update decided at the Q3 Investment Committee meeting. He will be supported at each event by either Seven Investment Management or Schroders Asset Management, who will provide an economic update.


Tuesday 12th September Leamington Spa Woodland Grange Hotel – FULL
Wednesday 13th September Bristol Aztec Hotel and Spa – FULL 
Thursday 14th September Oxford The Kassam Stadium Conference and Events Centre
Tuesday 19th  September Chester Inglewood Manor – FULL
Wednesday 20th  September Doncaster Holiday Inn – FULL 
Thursday 21st September Glasgow Crowne Plaza  – FULL 
Tuesday 26th September Winchester Holiday Inn
Thursday 28th September London etc.venues Bonhill House – FULL


9.00 – 9.30 Registration and refreshments
9.30 – 10.00 2017 Asset Allocation Update with Chris Fleming, CFA
10.00 – 10.30 Dynamic Planner Training
10.30-10.45 Refreshment Break
10.45 – 11:45  Dynamic Planner Training
11:45-12:15 Economic Update  with Marcus Brookes (Schroders), Justin Urquhart Stewart or Chris Darbyshire (7IM)
12:15 – 12:45 Lunch


These academies are for financial planners or paraplanners only. Spaces are limited so please register to save your space as soon as possible.