 | | TRAINING | | |
Join one of our training sessions and learn to use your Morningstar product to the fullest.
Let Morningstar help you become a better advisor with insight and tools tailored to your unique needs.
| | | 1. Morningstar Live Training Sessions | | Maximize the power of your Morningstar tool by attending a live classroom training session. We encourage you to bring your laptop to follow along with the examples being demonstrated to improve your analytical process, productivity, sales and client retention. Each session will earn you IQPF and CSF credits in Quebec or CE credits for the rest of Canada. $99 per person per session. Topics covered include:
- Customizing your product
- Searching for funds
- Producing reports & graphs
- Building portfolios
- Analyzing Data
Click on the product name below to view the courses available.
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PALTrak
Morningstar Advisor Workstation
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| | | 2. Morningstar Web-Based Training | | | Get the most out of your subscription with our online courses. The courses are led by expert instructors via conference call, and allow you to view the training presentation from your computer. Once you register, you will receive a confirmation e-mail with a link to the training event and a conference call phone number. One live session will be offered each month starting in September 2011. |
PALTrak
Morningstar Advisor Workstation
| | | | Click on the product name below to view on-line training. | |
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| | | 3. Morningstar Customized Training | | | Bring Morningstar training to your office or add it to the agenda of your next meeting or conference! Designing a training program that meets your specific needs and incorporates your investment philosophy is as easy as contacting Morningstar's Education Department. We will work with your organization to tailor a program that teaches your investment professionals how to take best advantage of the Morningstar suite of professional products. Participants learn the latest techniques for finding better investment, adding real client value, and getting the best out of the industry's best investment tools. For more information on Morningstar Custom Training, or to design a program to fit your specific training needs, please contact Sabeen Saeed, Product Training Specialist at 416-484-7886/1-877-489-7074 or email at sabeen.saeed@morningstar.com. | | | |
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