Training
FAQs
Quick Importing Guides
Quick Training Guides
Morningstar Methodology
Weekly Online Training Classes:
Advisor Workstation – Essentials
Tuesdays, 10am – 30mins
- Navigating Adviser Workstation
- Creating clients
- Setting up portfolios
- Creating searches & investment lists
- Providing a trail for audit
- Understanding Morningstar analyst ratings
Adding Value and Credibility to your Advice
Tuesdays, 11am – 30mins
- Creating reports
- Understanding the Morningstar style box
- Building models & benchmarks
- Comparing portfolios with benchmarks & models
- Importing data into Advisor Workstation
Building Investment Plans
Wednesdays, 10am – 30mins
- Reviewing client’s current positions
- Risk profiling
- Selecting a target asset allocation
- Allocating funds within a portfolio
- Planning for the future
Stay in Touch with Clients and Keep them Informed
Thursdays, 10am – 30mins
- Setting up portfolio, client and security alerts
- Sending reports to your clients via web-portal
- Adding a web-portal login to your website
- Creating a custom report
New Features & Quick Tips
Thursdays at 10:30am – 30mins
- New features in latest release
- Quick tips and suggestions
Training Videos
User Forums
We also conduct one-to-one training sessions at our monthly Adviser Forums. Find out here if we’re going to be in your area