Making the most out of your Morningstar subscription

Join one of our webinars to see what best practice looks like
We run a variety of live training webinars. These sessions are designed and delivered by our Customer Success & Engagement team exclusively for Morningstar subscribers. There are also several research or practice management related sessions and events that are suitable for all subscribers.

Our webinars

AdviserLogic Webinars & In-person events
Adviser Research Centre Webinars
General Practice Management

AdviserLogic Training
Building Forward: Product Roadmap
Presented by Sunny Yeap & Lanie Worsley
Join Sunny Yeap and Matthew Froggatt for our Product Roadmap webinar, where they’ll showcase what’s ahead for AdviserLogic and Evolve AI and share insights into upcoming features.
Wed 19 Aug | 12:30am - 1:15pm (AEDT)


AdviserLogic Training
Evolve AI - The Story so Far
Presented by Kris Cameron
Every great innovation starts with a simple challenge. For advice practices, that challenge is often finding more time for meaningful client conversations while keeping up with the documentation, administration, and preparation that follows.

We begin with Client Insights and Fact Find Sync, powerful new capabilities designed to help advisers uncover meaningful client information, identify changes that matter, and prepare for conversations with greater confidence.

Next, we introduce AI File Notes, the foundation of Evolve AI. Discover how client conversations can be turned into structured, compliant file notes in minutes, helping advisers reduce manual effort, improve consistency, and spend less time documenting meetings and more time focusing on clients.

Finally, we cover AI Voice Notes, taking the story one step further. Whether you're meeting face-to-face, speaking over the phone, or capturing thoughts after a meeting, AI Voice Notes makes it easier than ever to ensure important details are captured accurately and efficiently.
Thu 13 Aug | 11:00am - 12:00pm (AEDT)


AdviserLogic Training
Insurance – Needs Analysis, Quoting & SOAs
Presented by Kris Cameron
Join us for a practical, end-to-end walkthrough of the insurance advice process in AdviserLogic. In this live webinar, we'll follow a real-world example from conducting a needs analysis and generating quotes, right through to using the advice tools and producing a compliant Statement of Advice (SOA).

The session is suitable for advisers, paraplanners, and support staff who want to build confidence and efficiency when delivering insurance advice.

To support your learning, we'll provide reference materials following the webinar. If you can't attend live, we still encourage you to register, as all registrants will receive access to the recording and slide deck after the session, so you won't miss out on any of the content. We look forward to seeing you there!
Tue 1 Sep | 12:30pm - 1:00pm (AEDT)


AdviserLogic Training
Negative Gearing & CGT Updates
Presented by Kris Cameron
The legislative changes introduced in Australia and released in our modelling tool last week have generated a lot of discussion across the industry. If you're using our holistic cashflow modelling solution and want to understand exactly how these changes are reflected in your modelling, this webinar is for you.

We'll walk through the updates in a practical way, show you how they work within the software, and answer some of the most common questions advisers and users are asking right now.

We'll cover:

  • How does the new Limited Negative Gearing (quarantining of Income Losses) of New Residential (Existing Builds) work
  • How is CGT calculated in the new world
  • What happens if I don’t get a valuation on my Investment Property
  • What if I have an existing residential investment property and purchase a new one that is after Budget night.
Thu 10 Sep | 12:30pm - 1:00pm (AEDT)


AdviserLogic Training
Best Practice Site Setup
Presented Kris Cameron
Whether you’re new to AdviserLogic or have been with us for a long time, its never too late to review your site setup and ensure you are set up for success!

We will provide best practice guidance on the following areas:

  • Categories: Diary, document & file notes
  • Dashboard widgets and Home page
  • Custom Fact Find fields
  • Email & SMS profiles
  • Model portfolios
  • Quick navigation pane
  • User & client management
Tue 21 Jul | 1:00pm - 1:30pm (AEDT)


AdviserLogic Training
Custom Fields in Action
Presented by Dean Mu
The Custom Section captures data from Custom Fact Find fields that have been created by your practice, allowing for tailored data collection based on your specific needs.

  • Practice-Specific Fields – Collect client information beyond standard Fact Find categories.
  • Flexible Data Entry – Capture unique client details to personalise financial planning.
  • Seamless Integration – Custom fields align with existing client records, improving data accuracy and usability.

This section ensures that important, practice-specific client information is recorded efficiently, supporting customised financial advice and client management.
Thu 28 Jul | 1:00pm - 1:30pm (AEDT)

In person events
AdviserLogic Training
Paraplanning Academy - Brisbane
Presented by Gayle Forster & Kris Cameron
After our Sydney and fully-virtual programs, the Academy continues in Brisbane, following the masterclass session in the morning.

Our Brisbane workshop will be facilitated by Gayle Forster, Director of Stellar Financial Development. The program begins with an in‑person workshop and continues with virtual BYO‑scenario sessions, where participants bring real examples to deepen learning and support practical skill transfer. The full schedule is outlined below:
  1. Pre-assessment (online form)
  2. In-person workshop (Brisbane 3hrs)
  3. BYO scenario - cashflow modelling (virtual 1hr)
  4. BYP scenario - generating SOAs (virtual 1hr)
  5. Post program online assessment (quizzes 20mins)
The pre‑assessment helps us confirm that the program aligns with participants’ expectations, while the post‑assessment is completed through an online quiz. Attendees who complete all components will receive their Paraplanning Academy certificate.

Please note that the workshop is delivered in person only. If you are looking for a fully virtual option, our online program schedule is available above. We’ll also be bringing this workshop to additional cities throughout the year.
Wednesday 15 July | 1:30pm - 4:00pm

AdviserLogic Training
Masterclasses are back!
Presented by the Customer Success Team
Join us in person for our popular masterclasses. We’ll be travelling to Sydney, Perth, and Brisbane for our second round this year. Additional dates for other locations will be released soon.

In these initial sessions, we’ll cover:

9:00 – 9:30 Welcome and breakfast 

9:30 – 10:15 Session 1: Digital Fact Finds

10:30 – 11:15 Session 2: Holistic Cashflow - latest updates, tips & tricks, annuities

11:30 – 12:15 Session 3: Latest releases  

12:15 – 1:30 Networking Lunch (sit down) 

Feel free to bring your laptop so you can try out the new features and ask any questions you’ve been wanting to explore.

Tuesday 15 July | 9:00am - 12:30pm
Wednesday 29 July | 9:00am - 12:30pm
Wednesday 12 August | 9:00am - 12:30pm

Adviser Research Centre Training
Adviser Research Centre:
Meet our Analysts
Hosted by Kris Cameron
Part 1 of our 4-Part ARC webinar series

Join the experts behind Adviser Research Centre (ARC) for an interactive live webinar designed exclusively for ARC users.

Hear directly from members of our Equity Research and Managed Accounts teams, the same specialists who contribute the research articles, market commentary and Market Minutes you rely on. They'll provide a concise update on current market conditions, share perspectives on key themes shaping investment decisions, and discuss the research methodologies that underpin their views.

Following the update, we'll open the floor for questions, giving you the opportunity to engage directly with our research team. You can also submit your questions in advance when you register, helping us address the topics that matter most to you.

Can't attend live? Register anyway and we'll send you the recording after the event.

Duration: 45 minutes
Wednesday 30 September | 12:00pm - 12:45pm
Adviser Research Centre Training
Adviser Research Centre:
Essentials
Presented by Kris Cameron
Part 2 of our 4-Part ARC webinar series

Ready to get more value from Adviser Research Centre?

In this introductory webinar, we'll focus on how to use Adviser Research Centre, exploring the key screens, tools and features that can help streamline your research process and support better client outcomes.

Topics we'll cover:

  • Navigating the main ARC screens
  • An overview of ARC tools including Investment Illustrator, X-Ray and Portfolio Compare
  • Setting up and managing Watchlists
  • Accessing valuable articles, guides and videos
  • Staying informed with our weekly, monthly and quarterly publications

This session is focused on getting comfortable with the platform's tools and functionality, rather than diving deeply into the research content itself. For those wanting to explore the tools in more detail, we'll cover that in Part 4 of this series.
Wednesday 14 October | 12:00 pm - 12:45 pm


Adviser Research Centre Training
Adviser Research Centre:
From Data to Decisions
Presented by Kris Cameron
Part 3 of our 4-Part ARC webinar series

Making research work in real advice conversations.

Research is only valuable if it’s usable. In this interactive session, we show how advisers can translate Morningstar’s vast data and insights into practical, client-ready advice strategies.

Explore how to move from raw data to clear recommendations, better comparisons and more engaging client discussions, all while saving time and strengthening advice quality.

Topics we'll cover:

  • Turning research into client-ready advice
  • Understanding and applying Morningstar ratings
  • Building a clear and defensible recommendation process
  • Comparing funds, ETFs and portfolios with confidence
  • Using ARC tools to save time and improve efficiency
  • Supporting better client conversations with research
  • Integrating research into the advice workflow
  • Moving from data to decisions and client confidence
Wednesday 28 October | 12:00pm - 12:45pm
Adviser Research Centre Training
Adviser Research Centre:
Methodologies, Tools & Insights
Presented by Kris Cameron
Part 4 of our 4-Part ARC webinar series

Join our team for a practical walkthrough of the Adviser Research Centre (ARC), designed to help you get more value from the platform and better leverage Morningstar's research in your advice process.

In this webinar, we'll explore the methodologies that underpin Morningstar's research and ratings, providing greater insight into how our analysis is developed and applied across the content and tools available in ARC. We'll also demonstrate a range of platform features that can help you work more efficiently, analyse investments with confidence, and quickly access the research and insights most relevant to your clients.

Topics we'll cover:

  • An understanding of Morningstar methodologies
  • Useful tools like Event Calendar and the Asset Allocation Table
  • Creating and presenting client scenarios with Investment Illustrator
  • Analysing holdings and uncovering insights with X-Ray
  • Comparing investment portfolios using Portfolio Compare
  • Quick search tips and shortcuts to help you navigate ARC more efficiently
  • Fast access to Morningstar research articles, videos and market insights
Wednesday 11 November | 12:00 pm - 12:45 pm


Adviser Research Centre Training
Mastering reporting and unlocking LICs
Presented by Jay Shan
Join us for an engaging 30-minute webinar tailored for advisers keen on enhancing their expertise. This session will explore the robust reporting capabilities within Adviser Research Centre (ARC), offering insights on harnessing its full potential to streamline data analysis and decision-making processes.

Additionally, gain a concise understanding of Listed Investment Companies (LICs)—their structure, benefits, and role in investment strategies. This brief yet informative session is perfectly designed to fit into your schedule while delivering actionable insights.
Wednesday 7 May | 12:30 p.m. - 1 p.m.
 
© Copyright 2026 Morningstar   |   Privacy Policy   |   Legal Notices   |  Regulatory Disclosures  |  Global Contacts