This July’s Consumer Duty implementation deadline is approaching fast. How can technology help you meet its challenges? How can you clearly demonstrate good governance, good value, understanding and good outcomes for your clients? As well, how do you achieve all that while adding vital value for your firm?
From 18 April to 18 May, find out at the Spring 2023 Dynamic Planner Training Academies. Twelve, face-to-face events chosen for you up and down the UK. Free to attend and offering you unstructured CPD. And you don’t have to be a current Dynamic Planner user. All financial planning professionals will be warmly welcome.
Registration opens each morning at 9am before a first ‘Welcome’ session at 9:30am and finally, an 11:45am finish. Relax in a comfortable setting and engage with live demonstrations of Dynamic Planner delivered by members of the Business Development and Client Success teams. Visualise a customer journey for one of your clients, including digital servicing in Client Access, review, cash flow planning, research, target markets and recommendations. Plus, exclusive previews of what is next in Dynamic Planner, in 2023. And what is impacting the wider world of investments? With leading insights from asset management speakers.