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. Our programme delivers 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.

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Finanial advisers at a Dynamic Planner Training Academy

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

“Full and well-balanced agenda.
Good mix of product and market discussion”

Training Academy Attendee 2019

Autumn 2019: Dates and locations

Dates Locations Register
Tue Sept 10 London Register
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 Register

Agenda

Training Academy
09:00 – 09:30 Breakfast, registration, and networking
09:30 – 09:40 Introduction and welcome
09:40 – 10:10 Dynamic Planner Client Success (live demo) – Client Case Study. A ‘how to’ session
10:10 – 10:40 The importance of fund risk profiling”
10:40 – 11:00 Mid-morning refreshments and networking
11:00 – 11:20 Dynamic Planner Client Success (live demo) – Client Review process update. An in-depth view of ‘Elements’ – what is new and what’s coming up
11:20 – 11:50 Industry voice speaker – Asset Manager perspective
11:50 – 12:20 Client Success – ‘Let me show you how’. Common questions asked by our clients
12:20 – 12:40 Industry voice speaker – Asset Manager global economic update
12:40 – Lunch and networking – a chance to ask questions one to one