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

Dynamic Planner’s Annual Conference receives headline billing each year. In London and streamed live for virtual delegates, it draws hundreds together, spanning financial services, for a memorable day of debate and learnings.

Registration open for our 2024 conference on 5 March 2024.

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Training Academies

Each spring and autumn, Dynamic Planner’s Training Academies visit luxury venues up and down the UK. Compact, half-day events, with typically 20-30 delegates in the room, provide you and your colleagues with a relaxed and friendly forum for discussion, alongside live demonstration of Dynamic Planner’s latest benefits.

Spring 2024 registration now open.


Chatterjee’s Chatter

Each quarter, join Abhi Chatterjee, Dynamic Planner’s Chief Investment Strategist, for a 45min webinar update. What is happening economically in the world right now? And in markets? How does all that impact your clients’ investments? Join Abhi for expert insight and friendly debate.


Solution Webinars

In quarterly webinars, dive under the bonnet of Dynamic Planner’s risk profiling process. Learn how risk targeted and Risk Managed Decumulation solutions deliver different outcomes for your different clients. Hear the perspective of asset managers, who partner with Dynamic Planner to enable your firm to confidently match your clients with suitable portfolios.

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“Very much enjoyed Simon Jack’s keynote and was useful to hear thoughts of CIO Panel. The exhibition stalls during breaks were very useful to visit. Great to meet various providers.”
2020 Annual Conference attendee
“The update on the progress being made by Dynamic Planner was fantastic. I thought it was a good line-up of presenters and they covered some very topical areas which I found of interest.”
2022 Annual Conference attendee