We can’t wait to get back out on the road this year and see you in person at our Autumn 2022 Training Academies.

This October and November, you and colleagues from your firm are warmly invited to join us on one of 12 CPD dates up and down the UK. Training Academies are free for you to attend and designed for advice professionals, whether you currently use Dynamic Planner or not. Everyone is more than welcome.

They each run from 8:30am to 11:30am and will be packed with a stack of short, engaging sessions focused on you and your firm’s processes, and how Dynamic Planner can support them. Discover latest enhancements and excitingly, what is next on the horizon. Ask questions and chat one-on-one with our experienced team members.

  • Roadshow London
  • Dynamic Planner at Annual Conference showing two men talking and looking at an app
  • Breakfast at a Dynamic Planner Training Academy
  • Lunch at a Dynamic Planner Training Academy
  • Dynamic Planner in conversation with Firms and Financial Advisers

What’s next in Dynamic Planner?

We couldn’t be more excited to show you what is coming next in Dynamic Planner. Scroll down the page and run your eye over our busy autumn agenda to see how the morning maps out.

Powerful new product research. Target markets. Expanded recommendations. Client Access too is growing to allow your clients to become even more engaged with their financial planning. And we haven’t even mentioned our fantastic new report builder, which will enable you to really make reports your own at your firm.

"A great event and a good refresh to
ensure we are using the system correctly."

Virtual Academy 2021

"Great to see how software works in real-time. Great to see brilliant developments looming in the near future."

Virtual Academy 2020

"Fantastic day. Massive thanks to all involved in bringing it to life. You have set the bar for future online events."

Virtual Conference 2021

Come and say hello this autumn

Join us bright and early for breakfast and catch-up with old acquaintances, or make new contacts, from fellow professionals at advice firms near you. Relax in a comfortable setting and make sense of world markets and the UK economy right now, and how that potentially impacts you and your clients’ portfolios.

Our Autumn 2022 Training Academies kick off on 4 October and run until 17 November. It will be great to be back in one room again. We can’t wait to welcome you. Register places for you and your colleagues today.

4 October 2022 - Jurys Inn, Nottingham

5 October 2022 - Jurys Inn, Milton Keynes

6 October 2022 - Venue TBC, Colchester

11 October 2022 - Jurys Inn, Exeter

12 October 2022 - Jurys Inn, Cheltenham

13 October 2022 - Jurys Inn, Southampton

8 November 2022 - Clayton Hotel, Glasgow

9 November 2022 - Jurys Inn, Leeds

10 November 2022 - Jurys Inn, Newcastle

15 November 2022 - Jurys Inn, Manchester

16 November 2022 - Jurys Inn, Birmingham

17 November 2022 - Leonardo Royal Hotel London City , London

Autumn 2022 Training Academies

Agenda [1hr 45min unstructured CPD]

Time Session
08:30 – 09:15 Breakfast, registration & networking
09:15 – 09:25 Introduction & welcome
09:25 – 09:35 Dynamic Planner – An end-to-end overview. Learn how your firm can benefit from adopting one powerful financial planning system?
09:35 – 10:05 Dynamic Planner – New report builder. Learn how to customise and make magazine-quality reports your own. Plus, Client Access latest. Invite clients to enter their own income, expenditure and goals
10:05 – 10:15 Dynamic Planner Partner session – Global economic update. How are financial markets today impacting your asset allocation decisions and clients’ investments?
10:15 – 10:25 Short break
10:25 – 10:55 Dynamic Planner session – Powerful new product research. Learn how to research products and providers across the market, tied to your client target markets
10:55 – 11:05 Dynamic Planner Partner session – Helping you complete your due diligence. Suitable solutions matching your clients’ needs
11:05 – 11:20 Dynamic Planner session – Research complete, learn how to now make a recommendation, where in 2022 Dynamic Planner offers you greater flexibility
11:20 – 11:30 Wrap-up & close