Training Academies

The Dynamic Planner Training Academies, for financial advisers and paraplanners, have been successfully running for many years, delivering quality training and support to, most recently, your home office in lockdown. When it is safe to do so again, it will be great to combine virtual sessions with face-to-face events at locations across the UK, which proved so popular with our community pre-Covid.

Our financial technology and investments-focused Training Academies are FREE for advisers, paraplanners and administrators to attend, and each currently provide approximately 2hr of Qualifying CPD for attendees.

Register for Spring 2021
Dynamic Planner Analyst

Practical sessions. Great learnings

Our Training Academies are exclusively tailored to educate and inform advisers, paraplanners and administrators in practical, online ‘how to’ sessions .

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.

I really enjoyed the event today. It was very informative and in-depth. The guest speaker was also very insightful and interesting to listen to. Great event.

Virtual Training Academy 2020

The live sessions are especially great to see how the software works in real-time. Josh's part of the session was really insightful and great to see such brilliant developments looming in the near future.

Virtual Training Academy 2020

Fantastic event and day. Massive thanks to all involved in bringing it to life. You have set the bar for future online events.

Virtual Conference 2021

Spring 2021 Training Academies

Register below your place for our Spring 2021 Training Academies, building on the successful format of our autumn 2020 events.

Spread across five weeks [27 April – 17 June], interactive sessions will be delivered virtually by senior Dynamic Planner team members, focusing on five themes. They will be repeated three times each week, allowing you and colleagues to attend on days most convenient.

Defining your target market and how to help solve the retirement income quandary

Learn how to segment your clients in line with 2018 PROD regulation. Plus, latest cash flow planning enhancements and walk through of an ‘at retirement’ client case. Led jointly by Dynamic Planner’s Client Success and Investment Services teams.

Date Time Registration Link
15 June 2021 09:30 – 11:30 Register now
16 June 2021 10:00 – 12:00 Register now
17 June 2021 11:00 – 13:00 Register now