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    Morningstar Learning Resources

    Uploaded by

    LouisSigne
    Learning Morningstar

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    Morningstar Learning Resources

    Uploaded by

    LouisSigne
    127 views1 page
    Learning Morningstar

    Copyright

    © © All Rights Reserved

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    PDF, TXT or read online from Scribd

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    Learning Morningstar

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    127 views1 page

    Morningstar Learning Resources

    Uploaded by

    LouisSigne
    Learning Morningstar

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 1

    Morningstar Direct Learning Resources

    Live Online View Reference Latest Release


    Level Description Topic Take Exam
    Session Video Materials Notes
    0. Morningstar Direct Cloud
    Morningstar Direct Cloud Home Page &
    001 Morningstar Direct Cloud Navigation, Lists & Screens, Grid & Column Register Here Click Here Click Here Click Here Take Exam
    Sets, Research
    I. Basic Navigation 

    User Preferences, Creating Lists &


    101 Morningstar Direct Fundamentals Register Here Click Here Click Here Click Here Take Exam
    Searches, Data Sets & Calculations

    II. Intermediate Navigation 

    201 Monitor & Evaluate Investment Line-Ups Basics to Performance Reporting Register Here Click Here Click Here Click Here

    Create Custom Scores to Screen


    201 Basics to Scorecard Register Here Click Here Click Here Click Here Take Exam
    Investments

    201 Morningstar Direct Tools Morningstar Direct Excel Add-In Register Here Click Here Click Here Click Here

    202 Create Compelling Custom Presentations Basics to Presentation Studio Register Here Click Here Click Here Click Here

    202 Get Insight on Investor Trends Basics to Asset Flows Click Here Click Here Click Here Take Exam

    202 Morningstar Direct Tools Note Manager Click Here Click Here Click Here

    III. Advanced Navigation

    301 Create Custom Portfolios Creating Model Portfolios Click Here Click Here Click Here

    301 Create Custom Portfolios Importing Private Investments Click Here Click Here Click Here

    Take Exam

    301 Monitor Portfolios & Markets in Real-Time Basics to Real-Time Portfolio Analysis Register Here Click Here Click Here Click Here

    301 Identify the Impact of Investment Decisions Basics to Equity Attribution Register Here Click Here Click Here Click Here

    302 Morningstar Direct Tools Custom Database Click Here Click Here

    Identify the Impact of Strategic Asset


    302 Basics to Total Portfolio Attribution Click Here Click Here Click Here Take Exam
    Allocation Decisions

    Determine Optimal Asset Allocation


    302 Basics to Asset Allocation Register Here Click Here Click Here Click Here
    Strategies

    © 2016 Morningstar, Inc. All rights reserved.

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