Academies are spread across locations up and down the UK and are carefully chosen for their accessibility. In autumn 2018, 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.
Current agendas include insight and analysis of industry issues most pressing for advisers and paraplanners in 2018.They debate ‘Regulatory concerns in constructing and monitoring your CIP’. They provide exclusive previews of ‘What’s coming up in Dynamic Planner?’ And they cover ‘Using Dynamic Planner to Know Your Customer’. Global economic insights from leading UK asset managers complete the bigger picture.
Agenda subject to change.
FREE to attend for Financial advisers and Paraplanners.
These events qualify for 3 hours of CPD.