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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. 

We’ve got a lot of new features to introduce to you, all designed to help you overcome the challenges you face every day. You’ll learn how to use Dynamic Planner to save time, engage your clients and stay compliant with changing regulatory requirements.

Come and join us for a morning session, including a catered breakfast, networking with passionate industry professionals and of course live CPD-qualifying Dynamic Planner training. Here are some of the topics you’ll master on the 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. 
  • Get to grips with 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. 
  • … And much, much more, including valuation integrations and the future of advice with AI & automation.

 

At Dynamic Planner we carefully choose who we partner with to make sure 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
Venue TBC
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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
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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. 
12:00pm 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