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Training Academy Recordings

Training Academy Recordings

Welcome to on-demand recordings of our online Training Academies.

Our CPD Training Academies run each spring and autumn and are open to prospective and existing Dynamic Planner users. They offer attendees the chance to hear from senior Dynamic Planner executives discussing more deeply the philosophy behind key Dynamic Planner processes like risk profiling – alongside practical ‘how to’ sessions and exclusive previews of latest enhancements coming soon.

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Client Profiling

Risk and sustainability profiling questionnaires. Review inconsistencies. Capture notes, preferences and risk profile benchmarks.

Client Access

Send a request to a client, inviting them to complete the questionnaires or provide information. Change default branding and text.

Review

Start a new review. Check valuations. Set objectives and outcomes. Create and customise reports, ready for email or print.

Integrations

Set up credentials for platform and provider valuations requests. And enable integrations to your back office / CRM.

Cash Flow

Start a new cash flow plan. Identify the impact of savings, investments and intended spending on a client’s goals.

Fund Research

Research solutions, including Risk Profiled, Risk Target Managed and Risk Managed Decumulation funds.

Product Research

Research products and providers from across the market. Create target market reports and product lists.

Recommendation

Record recommendations for changes to a client’s portfolio. Generate a report, customised with your notes.