West Midlands, Dynamic Planner Training Academy, Birmingham, Hampton Manor
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 whatâ€™s coming up in Dynamic Planner.
The Dynamic Planner Training Academies are curated to inspire and educate via talks and practical â€˜how toâ€™ 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 provideÂ 3 hoursÂ of CPD. They are very popular so please register your attendance to avoid disappointment.