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.

“Great event that kept my attention throughout – very well thought out programme”

Online Training Academy Attendee, October 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. For every delegate who attends this season, we are pledging to plant a tree on their behalf, through Scottish conservation charity Trees for Life, who we have partnered with since 2016.

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, client reviews, fund research, cash flow planning and 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

(Finished)

Client Reviews

(Finished)

Fund Research

(Finished)

Cash Flow planning

The client journey A – Z

Cash Flow planning – week commencing 2nd November

A walk through of a client case study – in new Dynamic Planner Cash flow, launching imminently in autumn 2020. Plus, Risk Managed Decumulation investments in Dynamic Planner and how they mitigate additional risk for your clients in decumulation / retirement.

Date Time Link
Tues 3rd Nov 09:15 – 11:15 Register
Weds 4th Nov 10:30 – 12:30 Register
Thurs 5th Nov 14:00 – 16:00 Register

If you want to book onto all topics, you can use this form.

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

A walk through of Dynamic Planner and, from start to finish, the adviser-client investment journey. Includes risk profiling, portfolio review, cash flow planning, reviews and recommendations. Plus, an exclusive look at what’s coming soon in Dynamic Planner.

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

If you want to book onto all topics, you can use this form.