Dynamic Planner takes to the road this autumn when the popular Training Academies return from September through to November to a town or city near you. As the UK’s leading risk profiling and asset allocation investment service, come and hear how to ensure investment suitability efficiently in a MiFID II world.
Hear from a range of Dynamic Planner industry experts on the regulatory concerns when constructing your CIP and forecasting that ensures investment suitability, alongside an exclusive preview of what’s coming up in Dynamic Planner.
The Dynamic Planner Training Academies are curated to inspire and educate via talks and practical ‘how to’ sessions, all designed to help ensure your investment suitability, increase efficiency in your firm, and add value to your client relationships.
The events are free of charge for advisers, paraplanners and administration staff, and provide 3 hours of CPD. They are very popular so please register your attendance to avoid disappointment.
We’d be delighted to host you. Please register here
09:00 – 09:30
Breakfast, registration and networking
09:30 – 10:05
Regulatory guidance in constructing and monitoring your CIP
10:05 – 10:35
How to use Dynamic Planner to ensure investment suitability
10:35 – 10:50
Dynamic Planner partner session
11:20 – 11:50
What’s coming up in Dynamic Planner?
11:50 – 12:15
Using Dynamic Planner to ‘Know Your Customer’
12:15 – 12:45
Global economic update
12:45 – 13:15
Lunch and networking – a chance to ask questions one-on-one
- Agenda subject to change
- FREE to attend for financial advisers and paraplanners
- This event qualifies for 3 hours of CPD
What they said about previous Training Academies
‘Emphasised the importance of utilising Dynamic Planner more effectively’
‘Full and well-balanced agenda’
‘Very worthwhile attending’
‘Speakers were very good – detailed’
‘Excellent to see Dynamic Planner case study from beginning to end’
‘Was not aware how much Dynamic Planner could do’
Don’t miss the opportunity to register your place
We look forward to seeing you.