Free

Leeds, Dynamic Planner Training Academy, Oulton Hall

Event Information

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Date and Time

Location

Location

Oulton Hall

Rothwell Lane

Oulton

LS26 8HN

United Kingdom

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Event description

Description


Dynamic Planner takes to the road this autumn when the popular Training Academies return from September through to November to a town or city near you.

The Dynamic Planner Training Academies are curated to inspire and educate via talks and practical ‘how to’ sessions, all designed to help ensure your investment suitability, increase efficiency in your firm, and add value to your client relationships.

The events are free of charge for advisers, paraplanners and administration staff, and provide 2.45 hours of Qualifying CPD. They are very popular so please register your attendance to avoid disappointment.



Agenda

9.00 – 9.30
Breakfast, Registration and Networking

9.30 - 9.40
Intro and welcome

9.40 – 10.00
Update and review of the new Dynamic Planner Strategic Asset Allocation changes

10.00 – 10.45
Dynamic Planner case study – a practical walk through of the planning process

10.45 – 11.00
Mid-morning refreshments

11.00 – 11.30
Client Review Process – streamlining and extracting greater value for you and your clients

11.30 – 12.00
Dynamic Planner partner session

12.00 – 12.20
Let me show you how – practical session looking at common questions asked about Dynamic Planner

12.20 – 12:40
Industry Voice Speaker - Giving a global economic update

12.40
Lunch and networking – a chance to ask questions one-on-one


  • Agenda subject to change. Venue subject to change 31/05/19
  • FREE to attend for financial advisers and paraplanners.
  • This event provides 3 hours of Qualifying CPD.



What people have said about previous Training Academies

‘It exceeded my expectations as it showed me areas of DP I was unaware of'

'Excellent practical sessions on the latest DP functionality and useful market insight'

'Good insight into developments taking place in the system'

Don’t miss the opportunity to register your place. We look forward to seeing you.

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).

Do I have to bring my printed ticket to the event?

Ideally, yes. This will ensure your registration on arrival is completed promptly

Can I update my registration information?

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

Is it ok if the name on my ticket or registration doesn't match the person who attends?

Unfortunately, you will only be permitted entry if you have registered confirmation in your own name


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


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Date and Time

Location

Oulton Hall

Rothwell Lane

Oulton

LS26 8HN

United Kingdom

View Map

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