Ascot, Dynamic Planner Training Academy, ONLINE
Dynamic Planner’s popular Training Academies have returned this spring, from March through to June 2020.
Date and time
Location
Online
About this event
However, due to the ongoing and evolving situation with the coronavirus and Covid-19, they will now be held online.
If you have already registered for an event this spring, you will have either received - or will soon receive - information from us detailing how to join the Training Academy online on the day.
The Dynamic Planner Training Academies are curated and dedicated to inspire and educate attendees via interactive talks and practical ‘how to’ sessions - designed to help your firm ensure investment suitability for clients, increase efficiencies and demonstrate value.
Events are free of charge for advisers, paraplanners and administration staff to attend, and provide Qualifying CPD hours. Register your attendance today to avoid disappointment.
Agenda [tbc]
09:30 – 09:40
Introduction and welcome
09:40 – 10:10
Cash flow modelling – An introduction
10:10 – 10:40
Dynamic Planner Client Success – What’s new in ‘Elements’. Risk profiling and recommendations
10:40 - 11:00
Dynamic Planner Partner session
11:00 – 11:20
Dynamic Planner Client Success – ‘Let me show you how’. Common questions asked by our clients
What people have said about previous Training Academies
‘Very interesting. Thought provoking’
‘As a relatively new user of Dynamic Planner, they increased my knowledge and understanding’
‘Very informative. Learned new aspects of Dynamic Planner I was not aware of’
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