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
Evolve AI - Ask Me Anything
Presented by Minh Le, Brett Shearman & Kris Cameron
Curious about what Evolve AI can do for your practice? Join us for an interactive session where no question is off limits.

Whether you're exploring AI-generated file notes, voice recordings, Client Insights, or looking to better understand how Evolve AI helps uncover valuable personal and financial insights from your client data, this is your opportunity to get answers directly from the experts.

Our panel of Success Team Managers will be on hand to answer your questions, share practical tips, and demonstrate features you may not be fully utilising today.

We'll also take a look at what's coming next, including the Evolve AI roadmap, upcoming enhancements, and timelines for future releases.

Bring your questions. Leave with new ideas, deeper insights, and a clearer view of the future of Evolve AI.
Thursday 6 August | 11:00am - 11:45am (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 AI File Notes, where you can 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.

Next, we introduce AI Voice Notes, taking the story one step further. See live demonstrations of how conversations can be recorded directly within Evolve and automatically transformed into intelligent file notes.

Finally, we look ahead 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.  

Join us to see the story so far and what it means for the future of advice.
Thursday 13 August | 11:00am - 12:00pm (AEDT)


AdviserLogic Training
Latest updates in AdviserLogic
Presented by Kris Cameron
Join us for an in-depth webinar designed to keep you up to date with the latest platform enhancements, regulatory changes, and innovation shaping the advice landscape.

Updates and releases

  • Legislative updates
  • Holistic cashflow & Digital Advice enhancements
  • Grouped SMAs
  • AFSL Dashboards and latest Datafeed updates
  • ACMA Sender ID registration
  • Template updates (SOA, AML Forms update)
Evolve AI - latest

  • Voice Notes
  • Client Insights
  • On the horizon
Tuesday 7 July | 12:30pm - 1:00pm (AEDT)


AdviserLogic Training
AI Client Insights
Presented by Kris Cameron
Client Insights and Fact Find Sync are new capabilities within Morningstar Evolve that help you better understand a client’s financial position, identify meaningful changes, and prepare more effectively for advice conversations.

Client Insights brings together information already available within AdviserLogic and presents it as meaningful, actionable insights. It helps you spend less time searching across multiple areas of AdviserLogic and more time focusing on what matters most for your clients.

Fact Find Sync helps identify potential updates to a client’s Fact Find based on information discussed during a client meeting. It compares the meeting transcript against the client’s current Fact Find data and highlights information that may have changed or may need review.
Thursday 16 July | 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
Tuesday 21 July | 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.
Thursday 28 July | 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 (AEST)

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
Tips & Tricks to get the best out of Adviser Research Centre
Presented by Kris Cameron & Jay Shan
Join us to discover some of the innovative features of Adviser Research Centre that you might have missed. We’ll share handy tips and tricks to help you make the most of ARC’s potential for your team and your practice.

We look at:
  • Top tips to help you Search and some great finds like the assets gameboard, money weekly article, stock pitches and more!
  • Methodologies - enhancements coming to the Morningstar Medalist Rating for Funds
  • Understanding the Fund Screener (inc ESG)
  • Shares event calendar and watchlists
Wednesday 9 October | 12:30 pm - 1 pm
Adviser Research Centre Training
Navigating ETFs in Adviser Research Centre
Presented by Jay Shan & Kris Cameron
Join us as we deep dive into the secret life of Exchange-Traded Funds (ETFs) in Adviser Research Centre.

We will cover:

  • Using the ETF screener
  • Comparing ETFs
  • ETF ratings (Medalist rating, Morningstar rating, Morningstar fundamentals and Sustainability ratings)
  • Understanding the comparable view
Wednesday 4 December | 12:30 pm - 1 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.
 
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