This October and November, you and colleagues from your firm were warmly invited to join us on one of 12 CPD dates up and down the UK. Training Academies are free for you to attend and designed for advice professionals, whether you currently use Dynamic Planner or not. Everyone is more than welcome.
They each ran from 8:30am to 11:30am and were packed with a stack of short, engaging sessions focused on you and your firm’s processes, and how Dynamic Planner can support them.
Attendees discovered latest enhancements and excitingly, what is next on the horizon. Asked questions and chat one-on-one with our experienced team members, who were on hand to provide you with all the information your firm needs to take away.