Annual Conference 2020

The Dynamic Planner Annual Conference will proudly reach 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. There will be top talent too from across the industry, sharing their knowledge and opinion about market behaviour in 2019 and looking forward in 2020.

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 3 CPD hours for attendees.