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.
Wednesday 19 August | 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.
Thursday 13 August | 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!
Tuesday 1 September | 12:30pm - 1:00pm (AEDT)


AdviserLogic Training
Workflows Revisited: Tips, Tricks & Time-Savers
Presented by Kris Cameron
Join us for this session where we’ll explore practical ways to streamline your day-to-day processes and get more value from your workflows. Whether you're new to workflows or looking to refine your existing approach, this session will help you work smarter and more efficiently.

We’ll cover how to make the most of workflow templates, navigate and manage tasks using the Planning Screen, and export tasks for improved visibility and reporting. You'll also learn how Admin Only workflows and tasks can help support governance and consistency across your business.

Packed with useful tips, shortcuts, and best practices, this webinar is designed to help you save time, reduce manual effort, and improve productivity across your team. Don’t miss this opportunity to discover simple changes that can make a big impact.
Tuesday 25 August | 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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