Training Academies

Join us this May and June. Spend a morning with the team at the Spring 2024 Dynamic Planner Training Academies.

Walk through with us the financial planning journey in Dynamic Planner. This is your chance to experience it and discover parts of Dynamic Planner which may be brand new to you. People who attend our Training Academies feedback to us that they ‘picked up so much’ from the morning; ‘one of the most useful events you can attend’; ‘a great insight into what’s coming soon in the system’.

10 different dates for you

Each of this season’s 10 CPD Training Academies begin at 9am before finishing at 11:45am. They kick-off in Aberdeen, Scotland, and visit venues across the UK before closing with a single virtual date, enabling as many of you as possible to come along. During the morning, what will you see from the team?

  • An overview of the financial planning journey in Dynamic Planner
  • A handy round-up of latest enhancements in the system
  • Plus, a look forward to what’s coming next in Dynamic Planner
May
07
Training Academy – Aberdeen
The Village Hotel, Aberdeen
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May
08
Training Academy – Reading
Hilton, Reading
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May
09
Training Academy – Brockenhurst
Rhinefield House Hotel, Brockenhurst
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May
14
Training Academy – Colchester
Stoke by Nayland Resort, Colchester
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May
15
Training Academy – London
Venue TBC
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May
16
Training Academy – Nottingham
Venue TBC
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May
21
Training Academy – Manchester
Cottons Hotel & Spa, Knutsford
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May
22
Training Academy – Birmingham
Crown Plaza Solihull
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May
23
Training Academy – Bath
Tracy Park Golf & Country Hotel, Wick
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Jun
13
Training Academy – Virtual
Zoom
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At our Spring 2024 Training Academies, discover the value Dynamic Planner enables you to add today for your firm and clients. Engage with investment solution insights from asset managers, including for spring 2024 M&G Investments and Sarasin & Partners.

Not currently a Dynamic Planner user? No problem. Our Training Academies are for you too. Come along, take your seat and hear from the Dynamic Planner team, and current users. How does Dynamic Planner compare to your firm’s current tools? Where could a single, integrated system save you time? Drive more value for your clients? Deliver better suitability outcomes?

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.

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