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.

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

We have now finished our Autumn 2021 Academies which ran from 12 October to 11 November. This season, the popular webinars focussed on three key challenges you face today: sustainable investing, inflation risk and investment suitability for your clients.

Over three weeks, interactive online sessions repeated on a Tuesday, Wednesday and Thursday, beginning at 9.30am each day and each provided approximately 2hr of qualifying CPD.