Dynamic Planner Training Academy: Defining your target market (17 Jun)

About this event

This spring's Dynamic Planner Training Academies are designed to inform and educate attendees via interactive talks, alongside practical ‘how to’ demonstrations.

The focus, each week, is on a different cornerstone of the financial planning and advice process – and includes how Dynamic Planner can closely support advice firms in its delivery to clients. This week, the focus is on the learning how to segment your clients in line with 2018 PROD regulation. Plus, how to do Risk Managed Decumulation funds in Dynamic Planner help your clients in retirement.

This event is free for advisers, paraplanners and advice firm administrators to attend – and provides approximately 2hr of Qualifying CPD.

What did people say about our Spring 2020 Training Academies?

“Ongoing contact from Dynamic Planner is superb”

“Well done for switching online at short notice”

“Events like these are very helpful”

“I like hearing what’s going on”

By registering for this event you agree to sharing your details with our event partners. We carefully select partners to ensure the content that attendees receive is of value and focused on learning and professional development.

FAQs

How can I contact the organiser with any questions?

Please email events@dynamicplanner.com or call 0333 6000 500 (Option 1).

Can I update my registration information?

Yes, this is editable within your Eventbrite account and event registration.

Does it matter if the name on my registration doesn’t match the person who attends?

Unfortunately, yes it does. Log on details sent for each event are unique to each attendee. CPD hours for attendees will be logged and monitored by Dynamic Planner, according to how long attendees are logged on for.

If I’m not a paraplanner, adviser or administrator can I attend?

No, but should you wish to discuss this further please email events@dynamicplanner.com