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Training Academies

This autumn, join members of our team for a Dynamic Planner masterclass. What today is current in the system? What’s coming next? Is your firm fully benefitting from Dynamic Planner? Could your life be easier? And your client outcomes even better?

Wealth and financial planning professionals, who attend our Training Academies, regularly feed back to us how valuable the CPD events are, informing them how the system can benefit their firm today, and what they can look forward to tomorrow.

10 different dates for you

This autumn, we are looking forward to hosting 10 Training Academies, nine face-to-face through November, and one virtual date in December. Each event kicks off at 9am before a 11:45am close. Scroll below to view the nine face-to-face locations.

Our experienced Training Academies team, spanning the Dynamic Planner Client Success, Business Development and Product development teams, are excited to reconnect with you and your firm. This autumn, the spotlight will be on:

  • Everything Dynamic Planner has to offer you today
  • A round-up of new enhancements
  • What’s next for Dynamic Planner?
  • A deep dive into investment solutions research
  • And the latest leading solutions for your clients

The Autumn 2023 Dynamic Planner Training Academies. Invest a morning. Pick up valuable takeaways. Make new contacts in your network. Top up your CPD hours. Ask questions. Share your experience. Learn different perspectives. Plus, tea, coffee and breakfast when you arrive. We’d love to welcome you this November.

The agenda

 

  • Welcome & introduction: A warm welcome from the Dynamic Planner team.
  • Dynamic Planner overview: What can you do today in Dynamic Planner?
  • Dynamic Planner research: A masterclass in the revamped research.
  • Dynamic Planner partner: Expert insight from our carefully selected partner.
  • Group discussion: Three big, financial planning technology questions
  • What’s new? An overview of latest enhancements in Dynamic Planner.
  • Answers to your FAQs: Plus, what’s coming next in Dynamic Planner?

 

Download the full agenda here

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Nov
07
Training Academy – Glasgow
DoubleTree by Hilton Glasgow Strathclyde
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Nov
08
Training Academy – Haydock
Mercure Haydock Hotel, St Helens
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Nov
09
Training Academy – Sheffield
DoubleTree by Hilton Sheffield Park
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Nov
14
Training Academy – Windsor
De Vere Beaumont Estate, Windsor
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Nov
15
Training Academy – Bristol
Aztec Hotel & Spa, Bristol
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Nov
16
Training Academy – Belfast
Crown Plaza Belfast
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Nov
21
Training Academy – Norwich
Dunston Hall Hotel, Spa & Golf Resort, Norwich
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Nov
22
Training Academy – London
TBC, London
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Nov
23
Training Academy – Birmingham
TBC, Birmingham
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Dec
07
Training Academy – Virtual
Zoom
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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