Training Academies 2019

At Dynamic Planner we've been running academies for advisers and paraplanners for many years, bringing quality training and support to your investment process. We know navigating the complex world of finance and technology can be challenging, so our academies provide education and learning to support your professional development.
Dynamic Planner runs an events programme delivering 40 investment and technology 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. 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.

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

Many of you will already know our events prove hugely popular, and we are very grateful. But do book early via the links below to avoid joining the waiting list.

Agenda subject to change.
FREE to attend for financial advisers, administrators, and paraplanners.
These events typically 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”

Spring 2019: Dates and locations

Dates Locations Register
Tue – June 25 Northampton Register
Wed – June 26 Windsor Register

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

Autumn 2019: Dates and locations

Dates Locations Register
Tue Sept 10 London Venue TBC
Wed Sept 11 South Glos Register
Thur Sept 12 Exeter Register
Tue Sept 17 Leeds Register
Wed Sept 18 Nottingham Register
Thur Sept 19 Milton Keynes Register
Wed Sept 25 Maidstone Register
Thur Sept 26 Colchester Register
Tue Oct 1 Motherwell Register
Wed Oct 2 Newcastle Register
Thur Oct 3 Manchester Register
Wed Oct 9 Bristol Register
Thur Oct 10 St Albans Register
Wed Nov 6 Chester Register
Thur Nov 7 Birmingham Register
Tue Nov 12 Aberdeen Register
Wed Nov 13 Reading Register
Tue Nov 19 Newport Register
Wed Nov 20 Brockenhurst Register
Thur Nov 21 London Venue TBC

Agenda

Training Academy
09:00 – 09:30 Breakfast, registration, and networking
09:30 – 09:40 Introduction and welcome
09:40 – 10:00 Dynamic Planner Strategic Asset Allocation 16 Years Strong; The Official Update
10:00 – 10:45 Dynamic Planner Case; walk with us through a real case and make your process more efficient
10:45 – 11:00 Mid-morning refreshments and networking
11:00 – 11:30 The Elements Client Review Process plus Exclusive Updates from Dynamic Planner
11:30 – 12:00 Dynamic Planner Partner session
12:00 – 12:20 Let me show you how – practical session looking at common questions asked about Dynamic Planner
12:20 – 12:40 Industry voice speaker – giving a global economic update
12:40 – Lunch and networking – a chance to ask questions one-on-one