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Training Academies

Dynamic Planner’s Training Academies return for Spring 2025, bringing you a refreshing set of new enhancements and stimulating conversation. 

Dynamic Planner has a host of new features designed to help you streamline your workload. You’ll learn how the platform works to save you time, help engage your clients and enable you to stay compliant with changing regulatory requirements.

Come and join us for a morning session, including a catered breakfast, networking with passionate industry professionals and a CPD-qualifying overview of the latest in Dynamic Planner. Below are just some of the topics we’ll be covering in this informative day : 

  • Support client onboarding with a digital Fact Find. 
  • Assess characteristics of vulnerability, retirement income preferences and get insights into your client’s financial personality. 
  • The Tram app. 
  • Tailor reports to express your brand and meet the needs of your clients. 
  • Demonstrate the ongoing service you provide through Dynamic Planner Insights.

At Dynamic Planner we choose our partners carefully to ensure our events are interesting and valuable. By registering for this event you agree to sharing your details with our partners. To opt out please email phalgunmallya@dynamicplanner.com

May
07
Training Academy – London
EQ Investors, 5 Paternoster Square, London
Register Now
May
08
Training Academy – Colchester
Stoke by Nayland Resort, Colchester
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May
13
Training Academy – Leicester
Winstanley House, Leicester
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May
14
Training Academy – South Gloucestershire
De Vere Tortworth Court, Tortworth
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May
15
Training Academy – Southampton
Hilton Southampton – Utilita Bowl
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May
20
Training Academy – Glasgow
Dakota Hotel Eurocentral, Motherwell
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May
21
Training Academy – Manchester
Cottons Hotel & Spa, Knutsford
Sold Out
May
22
Training Academy – Virtual
Virtual
Register Now

The Agenda

Time Session
09:00am Arrival – complimentary breakfast & networking
09:30am A warm welcome from Dynamic Planner
09:40am

Digitising the customer journey

  • Enhancing client onboarding with Fact Find 
  • Beyond Risk Profiling – Financial Personality Insights, Retirement Income and Financial Wellbeing questionnaires. 
  • Report tailoring – truly bespoke suitability reports in seconds 
  • Your brand on your client’s phone – sharing reports in Tram
10.30am Partner spotlight – the Asset Manager perspective 
10:50am Refreshment break – coffee, tea and a chance to talk 
11:10am

Leveraging data in your firm

  • Support compliance and decision making through Insights management information 
  • Integrations overview – getting the most out of direct valuation
11:40am

AI and Automation

  • Learn about Dynamic Planner’s new tools designed to save you time and maximise the value of client meetings. 
11:50am Closing remarks

Training Academies – How you find them valuable

As a relatively new user of Dynamic Planner, I found the overview of some areas I am not familiar with really helpful.
Training Academy attendee
I attended a Training Academy in Nottingham. From it, we picked up so much. Very useful.
Training Academy attendee
Dynamic Planner team members are red hot at what they do. You’re not just talking to salespeople. A great insight to what was coming soon in Dynamic Planner.
Training Academy attendee

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