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Training Academies

Add value for your clients. And your business

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.

The agenda

09:00 – 09:30: Registration, breakfast & networking
09:30 – 09:40: Introduction to ‘One System’ for all your financial planning needs
09:40 – 10:15: Dynamic Planner 1 – Client Access. Client review
10:15 – 10:35: Dynamic Planner Partner – Investment and economic analysis
10:35 – 10:45: Break for tea and coffee
10:45 – 11:30: Dynamic Planner 2 – Target markets. Research. Recommendation
11:30 – 11:45: What’s coming next in Dynamic Planner? Plus, Question & Answer

Download the full agenda here

Apr
18
Training Academy – Edinburgh
Norton House Hotel & Spa
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Apr
19
Training Academy – Newcastle
Mercure Newcastle George Washington Hotel Golf & Spa
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Apr
20
Training Academy – Manchester
The Mere Golf Resort & Spa, Knutsford
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Apr
25
Training Academy – Birmingham
Delta Hotels by Marriott Forest of Arden Country Club
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Apr
26
Training Academy – South Gloucestershire
De Vere Tortworth Court, Tortworth
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Apr
27
Training Academy – Cardiff
The Vale Resort, Hensol
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May
09
Training Academy – Brockenhurst
Rhinefield House, Brockenhurst
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May
10
Training Academy – London
M&G offices, Fenchurch Ave, London
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May
11
Training Academy – Tunbridge Wells
Hotel du Vin Tunbridge Wells
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May
16
Training Academy – Nottingham
Delta Hotels by Marriott Nottingham Belfry
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May
17
Training Academy – Milton Keynes
Delta Hotel by Mariott Milton Keynes
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May
18
Training Academy – Colchester
Wivenhoe House, Colchester
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What have you thought of our Training Academies?

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

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