Annual Conference 2020

The Dynamic Planner Annual Conference proudly reached its eighth year in 2020. The free, CPD qualifying event offers delegates – financial advisers and paraplanners – the very latest insights and announcements in how Dynamic Planner can transform your firm’s investment process. Key issues raised and debated included cash flow planning, US-China trade wars, the coronavirus, sustainable investing, annual client reviews, suitability from the regulator, DB pension transfers – the list goes on. Let the countdown to 2021 begin.

Training Academies

Dynamic Planner runs a busy events programme revolving around delivering 40 investment professional-focused Training Academies annually – 20 each spring and 20 each autumn. Events are FREE for advisers and paraplanners to attend and typically each provide 2 CPD hours for attendees. Spring events are currently being held online due to current events.

Annual Conference 2021

The Dynamic Planner Annual Conference, entering its ninth year in 2021, has become a stand-out fixture in the financial advice events calendar. Held in Manchester and in London, the events reach hundreds of advice professionals throughout the industry, alongside leading asset manager partners to ensure a rich day of content, opinion and exclusive news and announcements.

Delegates each receive approximately 5hr 30min of qualifying CPD, while breakfast, lunch and post-Conference drinks are all included against the backdrop of the best and most iconic settings in both host cities. Keep an eye out for invites and latest information later this year.