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.

Dynamic Planner Solutions webinars

At Dynamic Planner, we have an expert team of analysts and qualified investment professionals, who independently risk profile close to 1,500 investments each quarter – from the whole of market – for advisers to research and recommend for clients. Nobody else in the UK risk profiles more funds.

Each quarter, our Investment Services team will run a Solutions Webinar, which enables Dynamic Planner users to understand more about the background to how we profile funds, our badging system, and what these solutions mean in terms of expected volatility and client outcomes. This will include individual sessions for our Risk Target Managed investments, strictly managed to remain within a risk profile’s volatility boundaries, and our Risk Managed Decumulation solutions, specifically designed for clients who are in drawdown.

Session Link
Risk Profiled Solutions Find out more
Risk Target Managed Solutions Find out more
Risk Managed Decumulation Solutions Find out more

If you want to be informed when we release new dates and topics, please email events@dynamicplanner.com

Dynamic Planner Business Consultancy sessions

New 2021, our Dynamic Planner Business Consultancy sessions are events for advice firms to come and understand how Dynamic Planner can help you overcome specific challenges they face.

  1. Growth: Advice firms looking to actively grow through recruitment, acquisition and increased productivity;
  2. Stabilise: Advice firms looking to stabilise by increasing efficiency and demonstrating value to existing
    clients;
  3. Exit: Advice firms looking to exit by demonstrating value to potential acquirers.
Session Link
Growth Find out more
Stabilise Find out more
Exit Find out more

If you want to be informed when we release new dates and topics, please email events@dynamicplanner.com

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.

Dynamic Planner Academies

Run by senior members of Dynamic Planner’s experienced Client Success and Investment Services team, attendees are able to learn how to ensure investment suitability for their firm’s clients, increase efficiencies and demonstrate the real value they add for their clients.

Find out more about our three themes on our Dynamic Planner Academies page;

  • Week 1: ‘Sustainability – The end-to-end process’
  • Week 2: ‘The money illusion – Considering inflation in your planning’
  • Week 3: ‘The client comes first – Considering the client in researching products and funds’
A team member at Dynamic Planner typing

Annual Conference 2022

The Dynamic Planner Annual Conference proudly reached its ninth year in 2021. 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. Conference 2022 will combine the success of our virtual conference in 2021 and face to face in previous years. Let the countdown to 2022 begin.

Check back for more details soon.