Training Academies

Dynamic Planner runs a busy events programme revolving around delivering 40 investment 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 CPD hours for attendees.

Financial Advisers and Paraplanners

Academies are spread across locations up and down the UK and are carefully chosen for their accessibility. In autumn 2018, Training Academies run from early September through to late November, while in spring 2019 they kick-off at the beginning of March and close at the end of June.

Training Academies are exclusively tailored to educate and inform advisers and paraplanners 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.

Current agendas include insight and analysis of industry issues most pressing for advisers and paraplanners in 2018.They debate ‘Regulatory concerns in constructing and monitoring your CIP’. They provide exclusive previews of ‘What’s coming up in Dynamic Planner?’ And they cover ‘Using Dynamic Planner to Know Your Customer’. Global economic insights from leading UK asset managers complete the bigger picture.


Agenda subject to change.
FREE to attend for Financial advisers and Paraplanners.
These events qualify for 3 hours of CPD.

“Dynamic Planner offers so much more than currently using. While already aware of this, today has emphasised importance of utilising it more effectively”

“The whole Training Academy was useful as it combined technical, practical and useful hints for using Dynamic Planner”

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

“Very worthwhile attending. Good to see how Dynamic Planner actually works in its entirety”

Academy Agenda

Training Academy
09:00 – 09:30 Breakfast, registration and networking
09:30 – 10:05 Regulatory guidance in constructing and monitoring your CIP
10:05 – 10:35 How to use Dynamic Planner to ensure investment suitability
10:35 – 10:50 Midmorning refreshments
10:50 – 11:20 Dynamic Planner partner session
11:20 – 11:50 What’s coming up in Dynamic Planner?
11:50 – 12:15 Using Dynamic Planner to “Know Your Customer”
12:15 – 12:45 Global economic update
12:45 – 13:15 Lunch and networking – a chance to ask questions one-on-one

Dates and Locations

Dates Locations

Register for a Training Academy

Don’t miss the opportunity to register your place. We look forward to seeing you.