Windsor, Dynamic Planner Training Academy, Copthorne Hotel Slough Windsor

Wed Jun 26 2019 at 09:00 am to 01:00 pm
Copthorne Hotel Slough-Windsor, Cippenham Lane, Slough, United Kingdom

Copthorne Hotel Slough-Windsor, Cippenham Lane, Slough, United Kingdom

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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 – 9.30Breakfast, Registration and Networking

 

9.30 - 9.35Intro and welcome

 

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

 

10.05 – 10.35Income Solutions; making your clients money go further in retirement with sustainable income

 

10.35 – 11.05Dynamic Planner partner session

 

11.05 – 11.20Mid-morning refreshments

 

11.20 – 11.50Recent enhancements and what’s next 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 – 12.20Diversification strategies; has diversification been a help or a hindrance?

 

12.20 – 12.50Global Economic Update

 

12.50Lunch 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.

 

FAQs

 

How can I contact the organiser with any questions?

Please email stephaniegardner | dynamicplanner ! com, 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
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Created By:
Eventbrite
Spread the word