Due to the ongoing situation with Covid-19, the Dynamic Planner Autumn 2020 Training Academies will be held online.

Training Academies 2020

At Dynamic Planner, we have been successfully running Training Academies, for financial advisers and paraplanners for many years, bringing quality training and support to venues near your firm right across the UK and most recently online. Our events programme delivers financial technology and investments-focused Training Academies FREE for advisers and paraplanners to attend. These online events typically each provide 2 hours of Qualifying CPD for attendees.

Due to the ongoing Coronavirus pandemic, Autumn Training Academies are being held online.

Dynamic Planner Analyst

Financial advisers and paraplanners

Our Training Academies are exclusively tailored to educate and inform advisers, paraplanners and administrators in practical, online ‘how to’ sessions .

Run by senior members of Dynamic Planner’s experienced Client Success and Investment Services team, attendees are able to learn how to ensure investment suitability for their firm’s clients, increase efficiencies and demonstrate the real value they add for their clients.

“Content is brilliant.
Ongoing events like these are very helpful”

Online Training Academy Attendee, 2020

Autumn 2020 Training Academies

We are excited to confirm below dates for our digital Autumn 2020 Training Academies. Fifteen virtual events, spanning five weeks and five different topics, aligned to the most pressing demands of financial planning and advice today.

Following the success of our Spring 2020 Training Academies – which had to quickly move online, due to this year’s Covid-19 crisis and lockdown – our autumn events will again be staged virtually, because of ongoing social distancing guidelines in place in the UK.

Events are free to attend and are open to all advice firm professionals. They will continue to be CPD-qualifying and focused solely on attendees’ learning and education. However, instead of a previous regional emphasis, in line with their respective location, the five weeks of autumn events will now each spotlight a single topic respectively: risk profiling, great client outcomes, assessing target markets, cash flow and finally the client journey A-Z.

As ever, we are also set to be joined this autumn by leading asset manager partners, who will share with delegates their expert insight and analysis of the latest market news and developments. We would love it if you could join us too. Pick a topic and register your place below.

Risk Profiling

Great client outcomes

Key considerations when assessing your target market

Cash Flow planning in retirement

The client journey A – Z

Risk Profiling – week commencing 28th September

This week, the focus is on risk profiling and the mediums, methodology and client behavioural traits behind Dynamic Planner’s process, which has supported more than one million end clients post-2013.

Date Time Link
Tues 29 Sept 09:15 – 11:15 Register
Weds 30 Sept 10:30 – 12:30 Register
Thurs 1 Oct 14:00 – 16:00 Register

Great client outcomes – week commencing 5th October

This week, the focus is on ‘Great client outcomes’ and client reviews, covering Dynamic Planner’s Client Review process and report – and its integrations with platforms and back offices.

Date Time Link
Tues 6 Oct 09:15 – 11:15 Register
Weds 8 Oct 10:30 – 12:30 Register
Thurs 9 Oct 14:00 – 16:00 Register

Key considerations when assessing your target market – week commencing 12th October

This week, the focus is on ‘Key considerations when assessing your target market’ – covering fund research in Dynamic Planner and how to utilise it. What the three different types of funds are in Dynamic Planner, alongside dos and don’ts for your firm’s centralised investment proposition.

Date Time Link
Tues 13 Oct 09:15 – 11:15 Register
Weds 14 Oct 10:30 – 12:30 Register
Thurs 15 Oct 14:00 – 16:00 Register

Cash Flow planning in retirement – week commencing 2nd November

This week, the focus is on cash flow planning and Dynamic Planner’s new cash flow, due to launch immediately prior to this set of events, in October 2020. We will walk you through a client case, while the week also covers additional risks for your clients, who are in decumulation and regularly withdrawing from their investments for an income.

Date Time Link
Tues 3rd Nov 09:15 – 10:15 Register
Weds 4th Nov 10:30 – 12:30 Register
Thurs 5th Nov 14:00 – 16:00 Register

The client journey A – Z – week commencing 9th November

This week, the focus is on the adviser-client relationship and key steps taken together, from start to finish, in the cycle of the planning and advice process – including risk profiling, portfolio review, cash flow planning, reviews and recommendations. Also, this week, a preview of what’s coming in Dynamic Planner in 2021.

Date Time Link
Tues 10 Nov 09:15 – 11:15 Register
Weds 11 Nov 10:30 – 12:30 Register
Thurs 12 Nov 14:00 – 16:00 Register