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
Register Now
May
08
Training Academy – Colchester
Stoke by Nayland Resort, Colchester
Register Now
May
13
Training Academy – Leicester
Winstanley House, Leicester
Register Now
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
Register Now
May
21
Training Academy – Manchester
Cottons Hotel & Spa, Knutsford
Register Now

The Agenda

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