Events

Dynamic Planner supports the UK financial planning community with an annual programme of CPD events. All are welcome to attend, whether you use Dynamic Planner or not.

Whether you come along to a face-to-face or a virtual event, you will catch fantastic content discussed in a friendly, open forum. Collect unstructured CPD for the year. Receive a warm welcome in a comfortable setting and if you are joining in person, a good breakfast or lunch.

Prefer a list of upcoming Dynamic Planner events? View events calendar.

Our Events

Our Annual Conference

In today’s fast moving digital world, our 2025 conference is all about harnessing the power of data and insight to unlock new opportunities for you, your firm and your clients.

Our 2025 event was a great success, you can explore our key notes below:

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Abhimanyu Chatterjee - Head of Asset Risk Modelling

Chatterjee’s Chatter

What’s really been happening in global stock markets in the last quarter? Stepping back from the headlines and news alerts, what does it mean for your clients’ portfolios? What’s the impact on your strategic asset allocation decisions? Each quarter join Abhi Chatterjee, our Chief Investment Strategist, for independent analysis you can trust.

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