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Network, learn, earn CPD points…

This June, step back for a day to network with peers and professionals.

Join the Dynamic Planner team in June for a day. A great setting. Fantastic food. Insightful CPD content.

This month, join your peers from fellow financial planning firms, alongside industry experts and leaders, unpicking today’s financial planning landscape against the latest regulatory backdrop.

Catch targeted panel debates, deep dive keynotes and attention-grabbing tech demo’s, equipping you with the insights you need to be Consumer Duty confident. On 31 July. And looking forward, beyond.

Scroll down this page. Register your places for the Dynamic Planner Roadshow in Manchester on Thursday 15 June, or in London on Tuesday 20 June [9:30am – 4pm].

See you in Manchester or London in June.

The agenda

09:30: Arrival & networking
10:00: Intro & welcome  
10:15: ‘Consumer Duty. What you need to know.”
11:15: Consumer Duty, are you sure you’re ready?”
12:00: Lunch & networking
13:00: Fireside chats – With leading asset managers  
14:00: ‘The future of Dynamic Planner’
15:00: Break & networking
15:15: Live Dynamic Planner platform demonstration
16:00: Close

See the full agenda here

Register

Jun
15
Consumer Duty Roadshow – Manchester
Delta Hotels by Marriott Worsley Park Country Club, Worsley Park, Worsley, M28 2QT
Register now
Jun
20
Consumer Duty Roadshow – London
The Lensbury Resort, Broom Road, Teddington, TW11 9NU
Register now

Browse through our events

Our events programme provides you with the training and support to maximise your use of Dynamic Planner, along with a wealth of knowledge and information to help you ensure suitability, increase efficiency and demonstrate value to your clients. 

View our events