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 Training Webinars
Adviser Research Centre Webinars
General Practice Management
AdviserLogic Training
Holistic Cashflow - Case study series
Presented by Dean Mu & Kris Cameron
Join us for this practical mini-series on Holistic cashflow, culminating with a session on the new SMSF entity functionality within the holistic model.
- Session 1 – Investments & Superannuation rollover
- Session 2 – Super consolidation and pension refresh
- Session 3 – SMSFs & purchasing investment property
If you can't attend all the sessions, go ahead and register as we will send out recordings following each session. They can be viewed in any order.
Tuesday 26 Feb, 5 & 12 Mar | 12:30p.m. - 1p.m. (Sydney Time)
AdviserLogic Training
Current AdviserLogic Roadmap
Updated regularly
This is our current AdviserLogic roadmap. It is updated throughout the year and we also have a webinar related to major updates most quarters.
In this session, we highlighted our latest releases including Ava - your AdviserLogic virtual assistant. We also introduced the new Digital Fact Finder which will be available later in the year.
AdviserLogic Training
Wrap-up of the latest features
Presented by Kris Cameron
Join us for this quick wrap up of the latest features and enhancements in AdviserLogic. We will showcase:
- The latest updates in holistic cashflow & SMSF entity
- QAR changes to compliance module
- MyNorth datafeeds and Elemnta integration
- Changes to Investment strategies in Digital Advice
- Searching for courses in the new Morningstar Academy interface
- Your Help Centre
- Meet AVA - your new AdviserLogic Virtual Assistant
Tuesday 11 March | 12:30p.m. - 1p.m. (Sydney Time)
AdviserLogic Training
Adviser Wealth series
Presented by Kate Cruickshank, Brett Shearman & Minh Le
Join us for a 3-part series focused on addressing challenges in delivering advice and supporting your clients, allowing you to dedicate more time to what truly matters: your clients.
We'll explore the integration of research in AdviserLogic and its benefits, SAA allocations and the Risk Profiler, and how to leverage portfolios to streamline investment decisions and operations.
- Session 1 - Optimising Research with AdviserLogic
Are you familiar with all the research options available from Adviser Research Centre in AdviserLogic? We will explore the integration between these two applications and the additional insights that the Adviser Research Centre can offer to advisers and their practices.
- Session 2 - SAA allocation and Risk Profiler
Why do we use risk profiles, and how are strategic asset allocations determined? These are some of the questions we'll address in this session. We'll also explore a client's understanding of risk and the reasons for capturing separate risk profiles for Investments and Super. Additionally, using AdviserLogic, we'll discuss the process of selecting model portfolios or SMAs during the advice process.
- Session 3 - AdviserLogic and leveraging Managed Portfolios
Tuesday 18 & 25 Mar, 1 Apr | 12:30p.m. - 1p.m. (Sydney Time)
AdviserLogic Training
Ask Me Anything!
Presented by Kate Cruickshank, Minh Le, Jay Shan & Kris Cameron
In this fully interactive session, bring along those questions you've been meaning to ask but haven't had the chance to. Whether it's practical examples using the Holistic cashflow, SOAs, incorporating research into AdviserLogic, the new QAR compliance updates, or something else entirely, bring them to this session.
Our panel of experienced Customer Success Managers will be ready to answer your questions!
Tuesday 8 April | 12:30p.m. - 1p.m. (Sydney 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. (Sydney Time)
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. (Sydney Time)
Adviser Research Centre Training
What’s in ARC Funds (MF/ETF/LIC)
Presented by Jay Shan & Kris Cameron
In this session, we’ll cover everything you’ve ever wanted to know about funds in the Adviser Research Centre.
We will cover:
- Using both fund screeners
- Fund ratings
- Fund-ETF comparisons
- Managed portfolios
Wednesday 6 November | 12:30 p.m. - 1 p.m. (Sydney Time)
Adviser Research Centre Training
Unlocking Wealth: The art of dividend stock research
Presented by Jay Shan
Join us for our first webinar of the year, where we will delve into the practicalities of researching and tracking individual equities.
We'll showcase built-in reports, share practical Search tips, teach you how to make the most of watchlists, and provide an in-depth understanding of the stock events calendar.
Wednesday 19 March | 12:30 p.m. - 1 p.m. (Sydney Time)
Morningstar Event
Morningstar Investment Conference
Registration is now open for the Morningstar Investment Conference, taking place at the ICC Sydney on 21 May, 2025 and online 20-21 May, 2025.
One location with everything you need to get ahead. The Morningstar Investment Conference provides advisers and financial professionals with cutting-edge research, insights, and thorough analysis. Register today to develop your practice.
Stay tuned for speaker announcements and agenda updates.
20 May 2025 - All Digital Day
21 May 2025 - Live from the ICC
CPD accreditation available
Morningstar Workshops
Masterclass Roadshows
Join us in person!
We’re excited to announce a series of AdviserLogic roadshows happening across the country in March and April, with additional live workshops planned for later this year.
Bring along your laptop to try out the features and modules we will be demonstrating.
- Session 1 (9:30-10:15) Digital advice scenarios & Research
- Session 2 (10:30 - 11:15) Compliance & QAR
- Session 3 (11:30 - 12:15) Holistic cashflow inc SMSFs
25 March - Sydney
2 April - Brisbane
9 April - Melbourne
CPD accreditation available
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