Training Academies 2019

Dynamic Planner runs a busy events programme delivering 40 investment professional-focused Training Academies annually – 20 each spring and 20 each autumn. Events are FREE for advisers and paraplanners to attend and typically each provide 3 hours of Qualifying CPD for attendees.

Financial Advisers and Paraplanners

Academies are spread across locations up and down the UK and are carefully chosen for their accessibility. In autumn 2019, Training Academies run from early September through to late November, while in spring 2019 they kick-off at the beginning of March and close at the end of June.

Training Academies are exclusively tailored to educate and inform advisers and paraplanners in practical, ‘how to’ sessions over the course of a morning in comfortable settings. Breakfast, refreshments and lunch are served throughout each event.

Run by senior executives from the Dynamic Planner team, attendees can learn how to ensure investment suitability for clients, increase efficiencies at their firm post-MiFID II and demonstrate their real value to clients.

The agenda includes insight and analysis of industry issues most pressing for UK advisers and paraplanners in 2019. Global economic insights from leading asset managers complete the bigger picture.

Agenda subject to change.
FREE to attend for Financial advisers and Paraplanners.
These events provide 3 hours of Qualifying CPD.

“Dynamic Planner offers so much more than currently using. While already aware of this, today has emphasised importance of utilising it more effectively”

“The whole Training Academy was useful as it combined technical, practical and useful hints for using Dynamic Planner”

“Full and well-balanced agenda. Good mix of product and market discussion”

“Very worthwhile attending. Good to see how Dynamic Planner actually works in its entirety”

Dates and Locations (Spring)

Dates Locations Register
Tue – Mar 5 Leeds Register
Wed – Mar 6 Liverpool Register
Thur – Mar 7 Derby Register
Tue – Mar 12 Brockenhurst Register
Wed – Mar 13 London Register
Thur – Mar 14 Edinburgh Register
Tue – Mar 19 Cambridge Register
Wed – Mar 20 Birmingham Register
Tue – May 14 Manchester Register
Wed – May 15 York Register
Thur – May 16 Newcastle Register
Tue – May 21 South Glos Register
Wed – May 22 Exeter Register
Tue – June 11 Lincoln Register
Wed – June 12 Colchester Register
Thur – June 13 London Register
Tue – June 18 Oxford Register
Wed – June 19 Sevenoaks Register
Tue – June 25 Northampton Register
Wed – June 26 Windsor Register

Academy Agenda

Training Academy
09:00 – 09:30 Breakfast, Registration and Networking
09:30 – 09:35 Introduction and welcome
09:35 – 10:05 Driving efficiencies with seamless data transfer for your Client Review process. A how-to session with Dynamic Planner
10:05 – 10:35 Diversification strategies; has diversification been a help or a hindrance?
10:35 – 11:05 Dynamic Planner partner session
11:05 – 11:20 Mid-morning refreshments
11:20 – 11:50 Recent enhancements and what’s next in Dynamic Planner. A practical showcase of new fund performance charting and the new client review process in the latest version of Dynamic Planner
11:50 – 12:20 Income Solutions; making your clients money go further in retirement with sustainable income
12:20 – 12:50 Global Economic Update
12:50 Lunch and networking – a chance to ask questions one-on-one