Dynamic Planner Academies

Registration is open for our Autumn 2021 Academies [12 Oct – 11 Nov]. This season, the popular webinars will focus on three key challenges you face today: sustainable investing, inflation risk and investment suitability for your clients.

Over three weeks, interactive online sessions will be repeated on a Tuesday, Wednesday and Thursday, beginning at 9.30am each day. They are free for you and colleagues at your firm to attend, and will each provide approximately 2hr of qualifying CPD.

In this session, sustainable investing comes under our Academies microscope. It will help you and your firm build a proposition here for clients and answer, ‘How do you have a meaningful conversation with clients? How do you conduct fund research? How do you align sustainability with risk during portfolio construction? And how do you review sustainability performance within portfolios?’

This session lifts the lid on a timely topic: inflation risk. Can we expect UK inflation to be persistent, like June’s three-year high warned? Or will it be more transitory, like July’s fall suggested, in line with the Bank of England’s view? What do different scenarios mean for the construction of your clients’ portfolios? And cash flow planning: how can this help model scenarios and their impact?

This session lifts the lid on a timely topic: inflation risk. Can we expect UK inflation to be persistent, like June’s three-year high warned? Or will it be more transitory, like July’s fall suggested, in line with the Bank of England’s view? What do different scenarios mean for the construction of your clients’ portfolios? And cash flow planning: how can this help model scenarios and their impact?