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’.

9 different dates for you

Each of this season’s 9 CPD Training Academies begin at 9am before finishing at 11:45am. They kick-off in Aberdeen, Scotland, and visit venues across the UK, 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
Training Academy – Aberdeen
The Village Hotel, Aberdeen
Register Now
Training Academy – Reading
Hilton, Reading
Register Now
Training Academy – Brockenhurst
Rhinefield House Hotel, Brockenhurst
Register Now
Training Academy – Colchester
Stoke by Nayland Resort, Colchester
Register Now
Training Academy – London
EQ Investors, London EC3R
Sold Out
Training Academy – Nottingham
The Village Hotel Nottingham
Register Now
Training Academy – Manchester
Cottons Hotel & Spa, Knutsford
Sold Out
Training Academy – Birmingham
Crowne Plaza Solihull
Register Now
Training Academy – Bath
Tracy Park Golf & Country Hotel, Wick
Register Now

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.

The Agenda

Time Session
09.00 – 09.10 A warm welcome to the Dynamic Planner Training Academies. What to expect. Plus, how can you gain the most from the morning?
09.10 – 09.20 Dynamic Planner’s end-to-end value today, for your business and clients. An overview. Plus, latest enhancements for 2024.
09.20 – 10.20 The Dynamic Planner financial planning journey. See how you can take a client through the process, including client profiling, client review, cash flow and recommendations. New enhancements will be flagged for you along the way.
10.20 – 10.35 Refreshments. A pause and a chance for one-on-one conversations. Speak to the Dynamic Planner team, other delegates from your area attending, and with the morning’s Training Academies Partner.
10.35 – 10.55 Insight from one of this spring’s four Training Academies Partners: EQ Investors, Evelyn Partners, M&G Investments, or Sarasin & Partners. Leading analysis and investment solutions for your firm’s target markets of clients.
10.55 – 11.00 Five-minute break. Plus, ‘seat swap’. A popular new addition to the agenda. A chance to change up the conversation for the morning’s final 45 minutes.
11.00 – 11.15 Group discussion – 3 big questions. 15 minutes to discuss key regulatory and tech issues impacting you and your firm today.
11.15 – 11.25 Group discussion recap – What’s the feedback from around the room?
11.25 – 11.45 Recapping for you the latest enhancements in 2024 in Dynamic Planner. Plus, a look ahead to what’s coming next in the system.
11.45 Close
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