Academies are spread across locations up and down the UK and are carefully chosen for their accessibility. They run throughout the year.
Training Academies are exclusively tailored to educate and inform advisers, paraplanners and administrators 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.
Having completed our 40 Academies in November 2019 we are preparing the launch of the widely anticipated 2020 Training Academies coming soon to a location near you. Watch this space for the agenda which is going to include a comprehensive session on risk-based cashflow planning.
Many of you will already know our events prove hugely popular, and we are very grateful. When registration launches in early 2020 do book early to avoid joining the waiting list.
FREE to attend for financial advisers, administrators, and paraplanners.
These events typically provide 3 hours of Qualifying CPD