We can’t wait to get back out on the road this year and see you in person at our Autumn 2022 Training Academies.

This October and November, you and colleagues from your firm are warmly invited to join us on one of 12 CPD dates up and down the UK. Training Academies are free for you to attend and designed for advice professionals, whether you currently use Dynamic Planner or not. Everyone is more than welcome.

They each run from 8:30am to 11:30am and will be packed with a stack of short, engaging sessions focused on you and your firm’s processes, and how Dynamic Planner can support them.

Discover latest enhancements and excitingly, what is next on the horizon. Ask questions and chat one-on-one with our experienced team members, who will be on hand to provide you with all the information your firm needs to take away.

What’s next in Dynamic Planner?

We couldn’t be more excited to show you what is coming next in Dynamic Planner. Scroll down the page and run your eye over our busy autumn agenda to see how the morning maps out.

Powerful new product research. Target markets. Expanded recommendations. Client Access too is growing to allow your clients to become even more engaged with their financial planning. And we haven’t even mentioned our fantastic new report builder, which will enable you to really make reports your own at your firm.

Come and say hello this autumn

Join us bright and early for breakfast and catch-up with old acquaintances, or make new contacts, from fellow professionals at advice firms near you. Relax in a comfortable setting and make sense of world markets and the UK economy right now, and how that potentially impacts you and your clients’ portfolios.

Our Autumn 2022 Training Academies kick off on 4 October and run until 17 November. It will be great to be back in one room again. We can’t wait to welcome you. Register places for you and your colleagues today.

Dynamic Planner Training Academy - Exeter