It has been brilliant being back out on the road for the Autumn 2022 Training Academies.

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.

What’s next in Dynamic Planner?

Scroll down the page and run your eye over our busy autumn agenda to see how the morning mapped out.

Powerful new product research. Target markets. Expanded recommendations. Client Access too is growing to allow your clients to become even more engaged with their financial planning. And we haven’t even mentioned our fantastic new report builder, which will enable you to really make reports your own at your firm.

Autumn 2022 Training Academies

Agenda [1hr 45min unstructured CPD]

Time Session
08:30 – 09:15 Breakfast, registration & networking
09:15 – 09:25 Introduction & welcome
09:25 – 09:35 Dynamic Planner – An end-to-end overview. Learn how your firm can benefit from adopting one powerful financial planning system?
09:35 – 10:05 Dynamic Planner – New report builder. Learn how to customise and make magazine-quality reports your own. Plus, Client Access latest. Invite clients to enter their own income, expenditure and goals
10:05 – 10:15 Dynamic Planner Partner session – Global economic update. How are financial markets today impacting your asset allocation decisions and clients’ investments?
10:15 – 10:25 Short break
10:25 – 10:45 Dynamic Planner session – Powerful new product research. Learn how to research products and providers across the market, tied to your client target markets
10:45 – 10:55 Dynamic Planner Partner session – Helping you complete your due diligence. Suitable solutions matching your clients’ needs
10:55 – 11:20 Dynamic Planner session – Research complete, learn how to now make a recommendation, where in 2022 Dynamic Planner offers you greater flexibility
11:20 – 11:30 Wrap-up & close

What have you thought of our Training Academies?

"A great event and a good refresh to
ensure we are using the system correctly."

Virtual Academy 2021

"Great to see how software works in real-time. Great to see brilliant developments looming in the near future."

Virtual Academy 2020

"Fantastic day. Massive thanks to all involved in bringing it to life. You have set the bar for future online events."

Virtual Conference 2021