Dynamic Planner Solutions Webinar - Risk Profiled Solutions
Dynamic Planner Solutions Webinar - Risk Profiled Solutions
Date and time
Location
Online
About this event
About this event
Each quarter at Dynamic Planner, our in-house team of analysts and qualified investment professionals independently risk profile approximately 1,500 investments – from the whole of market – for advice firms to research and recommend for their clients.
Join senior members of our Investment Services team each quarter for a Solutions Webinar, enabling Dynamic Planner users to uniquely understand more about how we risk profile funds and what our different fund badges mean, in terms of expected volatility and client outcomes.
This quarter's topic:
Risk Profiled Solutions
By registering for this event you agree to sharing your details with our event Partners. We carefully select Partners to ensure content 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