At Dynamic Planner, our aim is to build a real sense of community among our users.

Our events programme provides you with the training and support to maximise your use of Dynamic Planner, along with a wealth of knowledge and information to help you ensure suitability, increase efficiency and demonstrate value to your clients. Find out more and book your space on our upcoming events.

Autumn Training Academies

This October and November, you and colleagues from your firm are warmly invited to join us on one of 12 CPD dates up and down the UK. Training Academies are free for you to attend and designed for advice professionals, whether you currently use Dynamic Planner or not. Everyone is more than welcome.

Solutions Webinars

Join senior members of our Investment Services team each quarter for a Solutions Webinar, enabling Dynamic Planner users to uniquely understand more about how we risk profile funds and what our different fund badges mean, in terms of expected volatility and client outcomes.

Risk Target Managed - 13 September 2022

Risk Managed Decumulation - 6 December 2022

Risk Profiled Funds - 17 January 2023

Chatterjee’s Chatter

Join Abhimanyu Chatterjee, Chief Investment Strategist at Dynamic Planner at one of our quarterly Chatterjee’s Chatter updates.

Abhimanyu will deliver his latest quarterly insight in a packed and lively 25min talk, providing a whistle-stop markets and economic update before looking forward to what we can expect next.

Chatterjee's Chatter - 20 October 2022

Chatterjee's Chatter - 12 January 2023

Chatterjee's Chatter - 4 May 2023

Chatterjee's Chatter - 6 July 2023

Annual Conference 2022

Our Annual Conference is all about connecting and engaging, and our 10th edition this February was no different. Delegates had the opportunity to hear from industry experts sharing their insights on retail investment services and financial planning technology. From hybrid working and regulatory challenges, to delighting your customer: once again advisers from across the industry came, engaged and shared in a unique day in the industry calendar.