Dynamic Planner Training Academy, Cedarcourt Hotel, Wakefield
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.
Hear from a range of Dynamic Planner industry experts on the regulatory concerns when constructing your CIP, forecasting that ensures investment suitability, alongside an exclusive preview of what’s coming up in Dynamic Planner.
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 CPD. They are very popular so please register your attendance to avoid disappointment.
09:00 - 09:30Breakfast, registration and networking09:30 - 10:05Regulatory guidance in constructing and monitoring your CIP10:05 - 10:35How to use Dynamic Planner to ensure investment suitability10:35 - 10:50Midmorning refreshments10:50- 11:20Dynamic Planner partner session11:20 - 11:50What’s coming up in Dynamic Planner?11:50 - 12:15Using Dynamic Planner to "Know Your Customer" 12:15 - 12:45Global economic update 12:45 - 13:15Lunch and networking – a chance to ask questions one-on-one
Agenda subject to change.
FREE to attend for financial advisers and paraplanners.
This event qualifies for 3 hours of 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.
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