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
Holistic Cashflow - Tips & Tricks
Presented by Dean Mu
Join us for a 30-minute power session designed for paraplanners and advisers who already have a working knowledge of Holistic Cashflow. This webinar goes beyond the basics to help you unlock the full potential of the tool.

We’ll cover:

  • Tips and tricks for tackling common client strategies
  • Answers to frequently asked questions from the field
  • A look at new features and updates introduced in recent months

Whether you’re looking to save time, improve accuracy, or deliver more value to clients, this session will boost your efficiency and confidence using Holistic Cashflow.
Tuesday 27 January | 12:30pm - 1:00pm (AEDT)


AdviserLogic Training
Cashflow Engagement Calculators
Presented by Kris Cameron
Want to make your client conversations more impactful and effortless?

Join us for a practical, hands-on session where we’ll explore Morningstar’s suite of engagement calculators - your go-to tools for quickly modelling loans, investments, superannuation, and retirement scenarios.

These calculators are designed to simplify complex conversations, helping you demonstrate strategy benefits in real time - perfect for client meetings and presentations. We’ll cover:

  • All the basics you need to use the 3 tools confidently
  • The latest updates and enhancements
  • Frequently asked questions and practical tips
Tuesday 3 February | 12:30pm - 1:00pm (AEDT)


AdviserLogic Training
Finametrica - Morningstar's Risk Profiler
Presented by Kate Cruickshank
Want to get more out of FinaMetrica, Morningstar’s powerful risk profiling tool?

This short, focused session will show you how to use FinaMetrica to uncover gaps between your clients’ emotional risk tolerance, financial capacity, and investment goals - so you can build portfolios that truly fit and manage expectations through market ups and downs.

In just 30 minutes, you’ll learn:

  • How to configure the tool
  • How to send the questionnaire to clients
  • How to update their risk profile after agreeing on a tolerance level

It’s everything you need to confidently integrate risk profiling into your advice process - fast, practical, and easy to apply.
Tuesday 10 February | 12:30pm - 1:00pm (AEDT)


AdviserLogic Training
Presentation Templates
Presented by Kris Cameron
We're introducing a new Presentation Template feature within Digital Advice to help you deliver advice in a more client-friendly way.


This feature provides a clear, visual summary of key advice points – perfect for client meetings and simplifying complex SoA content. It’s not a replacement for SoAs, but a companion tool designed to enhance your advice conversations.

Key benefits:

  • Visual layout for improved readability
  • Pre-filled client data (super, insurance, contributions, etc.)
  • Customisable to match your branding
  • Ideal for face-to-face or virtual presentations
Tuesday 24 February | 12:30pm - 1:00pm (AEDT)

AdviserLogic Training
Working with Standalone Tasks
Presented by Kris Cameron
The Tasks function in AdviserLogic is designed to help you track actions, manage deadlines, and assign responsibilities across your practice. Tasks can be created independently or as part of a workflow, offering flexibility to suit your business processes.

Creating tasks outside a workflow allows you to manage ad-hoc activities, follow-ups, or compliance requirements without needing a full workflow structure. We will cover:

  • Adding and managing tasks
  • Client tasks tab
  • Using quick tasks
Tuesday 17 February | 12:30pm - 1:00pm (AEDT)


AdviserLogic Training
Advice Production - Tips & Tricks
Presented by Minh Le
This is the sixth instalment in our Advice Production Tips & Tricks webinar series. Think of this session as a practical companion to the earlier episodes on digital advice. We will provide quick links to previous webinars for easy reference.

We will cover:

  • Practical tips and best practice
  • Recent updates in Digital Advice
  • Frequently asked questions and troubleshooting
  • Future enhancements planned
Tuesday 10 March | 12:30pm - 1:00pm (AEDT)

AdviserLogic Training
Paraplanning Academy - Virtual
Presented by Kris Cameron
We’re excited to launch a dedicated program for paraplanners, delivered by leading industry practitioners.


Our first Sydney workshop will be facilitated by Neil Mackay, Managing Director of Money Know How. 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 10mins)
  2. In-person workshop (3hrs)
  3. BYO scenario - cashflow modelling (virtual (1hr)
  4. BYP scenario - generating SOAs (virtual 1hr)
  5. Post program online assessment (quiz 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.
Starts with workshop on 6 May

AdviserLogic Training
Holistic Cashflow - Ask Me Anything
Presented by Shruti Chawla, Atul Kumar & Kris Cameron
As we approach the end of Cashflow 2.0, we invite you to join our weekly webinar series where you can ask us all your cashflow modelling questions.

Pressed for time to learn holistic cashflow? Unsure how something you currently do in Cashflow 2.0 translates to Holistic?

Bring your questions along - our Customer Success Managers are here to help. And don’t worry if you can’t attend every session, we’ll be hosting these webinars every Thursday throughout February and March. The registration link below signs you up for all sessions, and you’re free to join whichever ones suit your schedule.

We’ll also share all the training and resources you need to support your transition.
Every Thursday | 2:30pm - 3:15pm (AEDT)

In person events
AdviserLogic Training
Paraplanning Academy - Sydney
Presented by Neil Mackay & Kris Cameron
We’re excited to launch a dedicated program for paraplanners, delivered by leading industry practitioners.

Our first Sydney workshop will be facilitated by Neil Mackay, Managing Director of Money Know How. 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 (Sydney 3hrs inc. lunch)
  3. BYO scenario - cashflow modelling (virtual (1hr)
  4. BYP scenario - generating SOAs (virtual 1hr)
  5. Post program online assessment (quiz 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 11 March | 9:00am - 12:15pm (AEDT)

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, Melbourne, and Brisbane again this year, starting with workshops in Sydney and Brisbane. Additional dates for other cities will be released as the year progresses.

In these initial sessions, we’ll cover:

9:00 – 9:30 Welcome and breakfast 

9:30 – 10:15 Session 1: Digital Fact Find - Review

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

11:30 – 12:15 Session 3: Presentation templates  

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.

Wednesday 25 February | 9:00 - 1:30 (SYD time)
Tuesday 3 March | 9:00 - 1:30 (QLD time)

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 p.m. - 1 p.m.
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 p.m. - 1 p.m.


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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