We are excited to confirm dates for our digital Autumn 2020 Training Academies. Fifteen virtual events, spanning five weeks and five different topics, aligned to the most pressing demands of financial planning and advice today.
Following the success of our Spring 2020 Training Academies – which had to quickly move online, due to this year’s Covid-19 crisis and lockdown – our autumn events will again be staged virtually, because of ongoing social distancing guidelines in place in the UK.
Webinar – Psychometric Risk Profiling
On Wednesday 26 August [09:15am], we will host a webinar dedicated to client risk profiling. We will be joined by Louis Williams, Head of Psychology and Behavioural Insights at Dynamic Planner, alongside Sales & Marketing Director Yasmina Siadatan and Business Development Executive Michael Perry.
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.