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.

To register on to all topics please click to expand

Dynamic Planner Best Practice – building robust, repeatable processes

Join members of our experienced Client Success team to learn best practice for adopting Dynamic Planner and matching your clients with suitable portfolios through engaging financial plans.

Date Time Registration Link
27 April 2021 09:30 – 11:30 Register Now
28 April 2021 10:30 – 12:30 Register now
29 April 2021 11:00 – 13:00 Register now

Effective brand building – practical advice on how to grow your brand and enhance customer loyalty

A new session for 2021. How can Dynamic Planner help you win valuable new business and also retain current clients? Hear members of Dynamic Planner’s Marketing team share expert insight and guidance.

Date Time Registration Link
11 May 2021 09:30 – 11:30 Register now
12 May 2021 10:00 – 12:00 Register now
13 May 2021 11:00 – 13:00 Register now

‘How to’ in Dynamic Planner – a step by step walk through of the most popular scenarios in Dynamic Planner

Refine your knowledge of Dynamic Planner to work more effectively and efficiently in one system, for all your firm’s financial planning needs. Led by members of our experienced Client Success team.

Date Time Registration Link
18 May 2021 09:30 – 11:30 Register now
19 May 2021 10:00 – 12:00 Register now
20 May 2021 11:00 – 13:00 Register now

A deep dive into sustainable investing. How Dynamic Planner can help with sustainable client preferences

Be ready for new regulation. Learn how Dynamic Planner can help you accurately capture a client’s sustainable investing preferences; and then complete whole of market, ESG fund research. Led by Dynamic Planner’s Investment Services team.

Date Time Registration Link
8 June 2021 09:30 – 11:30 Register now
9 June 2021 10:00 – 12:00 Register now
10 June 2021 11:00 – 13:00 Register now

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, how do Risk Managed Decumulation funds in Dynamic Planner help your clients in retirement? 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

To register on to all topics please click to expand