Date: 3 June 2025
Location: National Football Museum, Urbis Building, Cathedral Gardens, Manchester, M4 3BG
Run time: 10:00 – 15:00
CPD – 3 hours – Unstructured
Dynamic Planner is delighted to host an exciting event for financial advisers, exploring ways to enhance client outcomes in a data-driven world. Along with CPD hours, a VIP museum tour and penalty shootout challenge, this promises to be an engaging and insightful day.
Discussion topics
- The impact of AI on the regulatory landscape, decision making and compliance
- Using data to grow your business, improve your offering, expand your valuation, and save time
- How data is shaping product governance
- How data and oversight mix with AI and automation in advice