10 September 2020: Dynamic Planner has confirmed the dates for its Digital Autumn 2020 Training Academies. Following the success of its Spring 2020 Training Academies, which were rapidly moved online in response to this year’s Covid-19 crisis and lockdown, these latest events will also be staged virtually.
The first of the events will take place on 29 September, with the last held on 12 November. There will be 15 virtual events, spanning five weeks and five different topics, aligned to the most pressing demands of financial planning and advice today. Events are free to attend and are open to all advice firm professionals. They will be CPD-qualifying and focused solely on attendees’ learning and education.
Yasmina Siadatan, Sales & Marketing Director, Dynamic Planner said: “While we may not be able to meet in large groups in person, it hasn’t stopped us running our ever popular Training Academies – and this time around we will be doing things a little bit differently! Each week, our Academies will shine a light on a single topic: risk profiling, great client outcomes, assessing target markets, cash flow and finally the client journey A-Z.
“Advisers can join us each week to hear about all five topics or pick and choose as they wish. As ever, we will have leading asset manager partners joining us, who will share with delegates their expert insight and analysis of the latest market news and developments.”
Risk Profiling – w/c 28 Sept
| Date | Time | Link |
| Tues 29 Sept | 09:15 – 11:15 | Register |
| Weds 30 Sept | 10:30 – 12:30 | Register |
| Thurs 1 Oct | 14:00 – 16:00 | Register |
Great Client Outcomes – w/c 5 Oct
| Date | Time | Link |
| Tues 6 Oct | 09:15 – 11:15 | Register |
| Weds 7 Oct | 10:30 – 12:30 | Register |
| Thurs 8 Oct | 14:00 – 16:00 | Register |
Key Considerations Assessing Your Target Market – w/c 12 Oct
| Date | Time | Link |
| Tues 13 Oct | 09:15 – 11:15 | Register |
| Weds 14 Oct | 10:30 – 12:30 | Register |
| Thurs 15 Oct | 14:00 – 16:00 | Register |
Cash Flow Planning in Retirement – w/c 2 Nov
| Date | Time | Link |
| Tues 3rd Nov | 09:15 – 11:15 | Register |
| Weds 4th Nov | 10:30 – 12:30 | Register |
| Thurs 5th Nov | 14:00 – 16:00 | Register |
The Client Journey A-Z – w/c 9 Nov
| Date | Time | Link |
| Tues 10 Nov | 09:15 – 11:15 | Register |
| Weds 11 Nov | 10:30 – 12:30 | Register |
| Thurs 12 Nov | 14:00 – 16:00 | Register |
Find out more on our dedicated Training Academy page
