Training Academies 2020

At Dynamic Planner we've been running Academies for advisers and paraplanners for many years, bringing quality training and support to your investment process, all over the UK. Our program 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 provides 3 hours of Qualifying CPD for attendees.

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.

Having completed our 40 Academies in November 2019 we are preparing the launch of the widely anticipated 2020 Training Academies coming soon to a location near you. Watch this space for the agenda which is going to include a comprehensive session on risk-based cashflow planning.

Many of you will already know our events prove hugely popular, and we are very grateful. When registration launches in early 2020 do book early to avoid joining the waiting list.

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

Agenda from the Dynamic Planner 2019 Training Academies 

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 Dynamic Planner Asset & Risk Modelling – 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 Dynamic Planner 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