Training Academies

Join us this October and November for our revamped season of Dynamic Planner Training Academies.

We’ve listened to your feedback and have planned an exciting autumn of local events for you. Engage with your peers in the financial advice industry through our ‘The Big Questions’ session, surfacing topics like retirement income review and up-coming changes to advice guidance, alongside learning even more ways to maximise Dynamic Planner in your organisation.

Each of this season’s Training Academies begin at 9:00 with arrival at 8:30 for breakfast and networking, and finish at 11:30. They’ll visit venues across the UK, enabling as many of you as possible to come along. During these exciting CPD mornings you’ll get…

An in-depth look at a key part of Dynamic Planner’s platform, including a session where you can bring your laptop and learn live from a product expert
A return of our popular discussion session, The Big Questions where we ask you ahead of the day what industry changes are keeping you awake at night
Plus, a look forward to what’s coming next in Dynamic Planner

If you’re not a current Dynamic Planner user you’re still very welcome! You’ll hear from our team and current users about what makes our platform work for them.

Finally, do please note that our Training Academies demonstrate the financial planning journey in the version of Dynamic Planner the large majority of users adopt. If you are part of a network, your iteration of Dynamic Planner may differ slightly in places.

The Agenda

Time	Session
08.30am	Arrival, breakfast & networking
09.00am	A warm welcome from Dynamic Planner
09.05am	FactFind and new Integrations
09.15am	Live training: Hands-on with Recommendations. Get involved and learn by doing in this guided session on your laptop by a product expert
10.15am	Talking points. Discuss best practice and engage with other attendees
10.25am	Coffee break & networking
10.40am	The Asset Manager perspective: De-risking income generation for retirees with Premier Miton
11.00am	The Big Questions: The FCA Thematic Retirement Income Review What does this mean for you and your business? What have you implemented in your business to support this initiative? What would you look for to support you and your business? Having heard from Premier Miton today, what are your views on natural income now?
11.20am	Cash Flow Scenarios and Tram
11.30am	Close

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