Events

Dynamic Planner supports the UK financial planning community with an annual programme of CPD events. All are welcome to attend, whether you use Dynamic Planner or not.

Whether you join us at a Dynamic Planner-hosted event or catch us at an external conference, you’ll enjoy fantastic content shared in a friendly, open forum. Collect unstructured CPD for the year, and expect a warm welcome in a comfortable setting.

 

Where to find the Dynamic Planner team next

Dec
03
Virtual
Chatterjee’s Chatter
Zoom
Step back from the headlines and discover what’s really making the market move. Each quarter, join Abhi Chatterjee, our Chief Investment Strategist in his latest interactive webinar,
Register now
Jun
17
Virtual
Chatterjee’s Chatter
Zoom
Step back from the headlines and discover what’s really making the market move. Each quarter, join Abhi Chatterjee, our Chief Investment Strategist in his latest interactive webinar,
Register now
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

Let us show you Dynamic Planner

Why not reach out to us? Discover how the award-winning system can benefit your firm.

Get in touch