York, Dynamic Planner Training Academy, Mercure York Fairfield Manor

Dynamic Planner takes to the road this Spring when the popular Training Academies return from March through to June 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 relationship.

The events are free of charge for advisers, paraplanners and administration staff, and provide 3 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 - 9.35
Intro and welcome

9.35 – 10.05
Driving efficiencies with seamless data transfer for your Client Review process. A how-to session with Dynamic Planner

10.05 – 10.35
Diversification strategies; has diversification been a help or a hindrance?

10.35 – 11.05
Dynamic Planner partner session

11.05 – 11.20
Mid-morning refreshments

11.20 – 11.50
Recent enhancements and what’s next in Dynamic Planner. A practical showcase of new fund performance charting and the new client review process in the latest version of Dynamic Planner

11.50 – 12.20
Income Solutions; making your clients money go further in retirement with sustainable income

12.20 – 12.50
Global Economic Update

12.50
Lunch and networking – a chance to ask questions one-on-one

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

---

What they said about previous Training Academies

‘Emphasised the importance of utilising Dynamic Planner more effectively’

‘Full and well-balanced agenda’

‘Very worthwhile attending’

‘Speakers were very good – detailed’

‘Excellent to see Dynamic Planner case study from beginning to end’

‘Was not aware how much Dynamic Planner could do!’

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?

Yes, not essential but 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