Training Academies
Dynamic Planner will be hosting a series of training academies this September to show users how to get the most out of their licences. The Client Support Team will be providing training on a range of Dynamic Planner features such as optimising fund research capabilities, forecasting and Investment goal planning, understanding and utilising the client outputs within Dynamic Planner through to explaining the detail contained within the risk profile fund factsheets.
Dynamic Planner’s Director of Financial Analytics, Chris Fleming, will run a session on the asset allocation update decided at the Q3 Investment Committee meeting. He will be supported at each event by either Seven Investment Management or Schroders Asset Management, who will provide an economic update.
Locations
| Tuesday 12th September | Leamington Spa | Woodland Grange Hotel – FULL |
| Wednesday 13th September | Bristol | Aztec Hotel and Spa – FULL |
| Thursday 14th September | Oxford | The Kassam Stadium Conference and Events Centre |
| Tuesday 19th September | Chester | Inglewood Manor – FULL |
| Wednesday 20th September | Doncaster | Holiday Inn – FULL |
| Thursday 21st September | Glasgow | Crowne Plaza – FULL |
| Tuesday 26th September | Winchester | Holiday Inn |
| Thursday 28th September | London | etc.venues Bonhill House – FULL |
Agenda
| 9.00 – 9.30 | Registration and refreshments |
| 9.30 – 10.00 | 2017 Asset Allocation Update with Chris Fleming, CFA |
| 10.00 – 10.30 | Dynamic Planner Training |
| 10.30-10.45 | Refreshment Break |
| 10.45 – 11:45 | Dynamic Planner Training |
| 11:45-12:15 | Economic Update with Marcus Brookes (Schroders), Justin Urquhart Stewart or Chris Darbyshire (7IM) |
| 12:15 – 12:45 | Lunch |
Register
These academies are for financial planners or paraplanners only. Spaces are limited so please register to save your space as soon as possible.
