Training Academies 2020
At Dynamic Planner, we have been successfully running Training Academies, for financial advisers and paraplanners for many years, bringing quality training and support to venues near your firm right across the UK. Our events programme delivers 40 financial technology and investments-focused Training Academies annually – 20 each spring and 20 later in the calendar each autumn. Events are FREE for advisers and paraplanners to attend and typically each provide 2.5 hours of Qualifying CPD for attendees.
Financial advisers and paraplanners
The 20 Training Academies each season are spread across locations up and down the UK and are carefully chosen for their accessibility for attendees.
Events are exclusively tailored to educate and inform advisers, paraplanners and administrators in practical, ‘how to’ sessions over the course of a morning in comfortable surroundings. Breakfast, refreshments and lunch are served at each event for attendees’ convenience and again comfort.
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.
Many of you will already be aware how popular are events are and we are very grateful for people’s support and attendance. With that in mind, we do encourage you to regiater your places early to avoid any disappointment.
“Full and well-balanced.
Good mix of product and market discussion”
Training Academy Attendee, 2019
Spring 2020 Training Academies
Register below for one of our online Spring 2020 Training Academies:
|Tuesday 12th May||M&G Investment Management Limited, London (NOW ONLINE)||Register|
|Wednesday 13th May||Hampton Manor, Birmingham (NOW ONLINE)||Register|
|Thursday 14th May||The Mere, Manchester (NOW ONLINE)||Register|
|Tuesday 9th June||Mecure, Swansea (NOW ONLINE)||Register|
|Thursday 11th June||Crowne Plaza, Belfast (NOW ONLINE)||Register|
|Tuesday 16th June||Hilton, Northampton (NOW ONLINE)||Register|
|Wednesday 17th June||Five Lakes Resort, Colchester (NOW ONLINE)||Register|
|Thursday 18th June||Tudor Park Marriott Hotel & Country Club, Maidstone (NOW ONLINE)||Register|
|Tuesday 23rd June||Double Tree by Hilton Hotel & Spa, Chester (NOW ONLINE)||Register|
|Wednesday 24th June||The Belfry, Nottingham (NOW ONLINE)||Register|
|Thursday 25th June||Shendish Manor, Hemel Hempstead (NOW ONLINE)||Register|
|09:30 – 09:40||Introduction and welcome|
|09:40 – 10:15||Cash flow modelling – An introduction and preview|
|10:15 – 10:45||What’s new and what’s coming up in Dynamic Planner ‘Elements’ – Risk profiling and Recommendations|
|10:45 – 11:05||Partner session 1 – Latest market analysis and solutions|
|11:05 – 11:35||‘Let me show you how’. Common questions asked by Dynamic Planner users|
*Agenda timings are approximate and subject to change.
Autumn 2020 Training Academies
Register below for our Autumn 2020 Training Academies. Please note agenda subject to change from Spring 2020.
|Tuesday 15th September||Exeter, venue tbc||Register|
|Wednesday 16th September||South Gloucestershire, venue tbc||Register|
|Thursday 17th September||Brockenhurst, venue tbc||Register|
|Tuesday 22nd September||Glasgow, venue tbc||Register|
|Wednesday 23rd September||Newcastle, venue tbc||Register|
|Thursday 24th September||Lincoln, venue tbc||Register|
|Tuesday 6th October||Chelmsford, venue tbc||Register|
|Wednesday 7th October||Crawley, venue tbc||Register|
|Thursday 8th October||Cardiff, venue tbc||Register|
|Tuesday 13th October||Leeds, venue tbc||Register|
|Wednesday 14th October||Peterborough, venue tbc||Register|
|Thursday 15th October||Watford, venue tbc||Register|
|Tuesday 10th November||Liverpool, venue tbc||Register|
|Wednesday 11th November||Birmingham, venue tbc||Register|
|Thursday 12th November||Bristol, venue tbc||Register|
|Tuesday 17th November||Manchester, venue tbc||Register|
|Wednesday 18th November||Nottingham, venue tbc||Register|
|Thursday 19th November||Chertsey, venue tbc||Register|
|Tuesday 24th November||Aberdeen, venue tbc||Register|
|Wednesday 25th November||London, venue tbc||Register|