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