Dynamic Planner Academies

The Dynamic Planner 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 Academies are FREE for advisers, paraplanners and administrators to attend, and each currently provide approximately 2hr of Qualifying CPD for attendees.

Book now for Autumn 2021
Dynamic Planner Analyst

Practical sessions. Great learnings

Our 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.

It was a great event and a good refresh to ensure we are using the system correctly

Virtual Academy 2021

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 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

Autumn 2021 Academies

Registration is open for our Autumn 2021 Academies [12 Oct – 11 Nov]. This season, the popular webinars will focus on three key challenges you face today: sustainable investing, inflation risk and investment suitability for your clients.

Over three weeks, interactive online sessions will be repeated on a Tuesday, Wednesday and Thursday, beginning at 9.30am each day. They are free for you and colleagues at your firm to attend, and will each provide approximately 2hr of qualifying CPD.

Week One: ‘Sustainability – The end-to-end process’

In this session, sustainable investing comes under our Academies microscope. It will help you and your firm build a proposition here for clients and answer, ‘How do you have a meaningful conversation with clients? How do you conduct fund research? How do you align sustainability with risk during portfolio construction? And how do you review sustainability performance within portfolios?’

Date & Time Registration Link
Tuesday 12 October 2021 @ 09:30 Register now
Wednesday 13 October 2021 @ 09:30 Register now
Thursday 14 October 2021 @ 09:30 Register now

Week Two: ‘The money illusion – Considering inflation in your planning’

This session lifts the lid on a timely topic: inflation risk. Can we expect UK inflation to be persistent, like June’s three-year high warned? Or will it be more transitory, like July’s fall suggested, in line with the Bank of England’s view? What do different scenarios mean for the construction of your clients’ portfolios? And cash flow planning: how can this help model scenarios and their impact?

Date & Time Registration Link
Tuesday 19 October 2021 @ 09:30 Register now
Wednesday 20 October 2021 @ 09:30 Register now
Thursday 21 October 2021 @ 09:30 Register now

Week Three: ‘The client comes first – Considering the client in researching products and funds’

This session lifts the lid on a timely topic: inflation risk. Can we expect UK inflation to be persistent, like June’s three-year high warned? Or will it be more transitory, like July’s fall suggested, in line with the Bank of England’s view? What do different scenarios mean for the construction of your clients’ portfolios? And cash flow planning: how can this help model scenarios and their impact?

Date & Time Registration Link
Tuesday 9 November 2021 @ 09:30 Register now
Wednesday 10 November 2021 @ 09:30 Register now
Thursday 11 November 2021 @ 09:30 Register now