Training Academies

The power of face-to-face – At Spring Dynamic Planner Training Academies

Discover how Dynamic Planner can power your growth in 2023. This April and May, join our Client Success team at one of 12, UK-wide dates, bringing you up to speed on the very latest developments in the system.

Significantly in 2023, the latest version of Dynamic Planner is fast reaching completion. This spring, see, within it, the end-to-end journey of a client. In friendly, face-to-face sessions, take the opportunity to get involved and ask your question, as well as, during breaks for tea and coffee, network and connect with professionals from advice firms local to you. 

CPD agenda to include: in the latest version of Dynamic Planner, building model portfolios; managing solution shortlists; defining target markets and making your recommendation process more efficient, and consistently focused on good client outcomes. Plus, Dynamic Planner’s new, custom report builder is coming soon in 2023.

Apr
18
Training Academy – Edinburgh
Venue TBC
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Apr
19
Training Academy – Newcastle
Venue TBC
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Apr
20
Training Academy – Manchester
Venue TBC
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Apr
25
Training Academy – Birmingham
Venue TBC
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Apr
26
Training Academy – South Gloucestershire
Venue TBC
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Apr
27
Training Academy – Cardiff
Venue TBC
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May
09
Training Academy – Brockenhurst
Venue TBC
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May
10
Training Academy – London
Venue TBC
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May
11
Training Academy – Tunbridge Wells
Venue TBC
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May
16
Training Academy – Nottingham
Venue TBC
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May
17
Training Academy – Milton Keynes
Venue TBC
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May
18
Training Academy – Colchester
Venue TBC
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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
It’s always great to learn more about functions that I didn’t know existed.
Training Academy attendee
Really useful! Particularly the session around how to customise the reports to our branding. Good review of power of branding and how to build and maintain a brand.
Training Academy attendee