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.


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


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

Our first virtual workshop will be facilitated by Neil Mackay, Managing Director of Money Know How. The program begins with a virtual 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 5mins)
  2. Virtual workshop (3hrs)
  3. BYO scenario - cashflow modelling (virtual (1hr)
  4. BYP scenario - generating SOAs (virtual 1hr)
  5. Post program online assessments (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
AI File Notes
Presented by Kris Cameron & Minh Le
AI File Notes is the first capability available through Evolve AI, Morningstar’s native AI ecosystem within AdviserLogic.

Evolve AI has been designed to bring secure, practical and connected AI assistance into the advice workflow, starting with a common challenge for advice businesses: turning client meeting information into structured file notes more efficiently and consistently.

In this practical session we will look at how AI File Notes simplifies the way you document client meetings by turning conversations into structured, easy-to-review file notes. This will help you quickly understand and review what was discussed, and produce a compliant, well-structured record with minimal effort.

If you can't make the live session, you can still register and we will send you the recording shortly after.
Thursday 14 May | 12:00pm - 12:30pm (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, 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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