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.

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.

“Great event. Kept my attention throughout. Very well thought out.”

Online Training Academy Attendee, Oct 2020

Spring 2021 Training Academies

Registration is still to open for our Spring 2021 Training Academies, which we hope – if it is safe to do so – will marry a mix of virtual and face-to-face. Our Spring 2021 programme will build on the success of our 15 Autumn 2020 Training Academies, which proved so popular and powerful with current and prospective Dynamic Planners.

In the autumn, 15 events covered five topics in five weeks, with each subject repeated three times to ensure as many people as possible were able to logon. And they did. In their droves, which was wonderful. For every delegate who attended in the autumn, we planted a tree on their behalf, through a donation to Scottish conservation charity Trees for Life, which we have successfully partnered with and supported each quarter since 2016.

The Dynamic Planner Spring 2021 Training Academies are pencilled in [to be confirmed] to run late-April, mid-May and towards the end of June. Meantime, you can register for our virtual 2021 Annual Conference on 10 March. We’re really excited. It promises to be a brilliant occasion and day.