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
Session 6 Compare scenarios
Presented by Dean Mu & Kris Cameron
This practical mini-series on Holistic cashflow covers all the features you'll need to know in our multi-entity modelling tool.

  • Session 1 – Investments & Superannuation rollover
  • Session 2 – Super consolidation and pension refresh
  • Session 3 – SMSFs & purchasing investment property
  • Session 4 – Trusts & companies
  • Session 5 – Property & trusts
  • Session 6 – Compare scenarios
Join us for the sixth session in our holistic cashflow webinar series, where we’ll explore side-by-side scenario comparisons through clear, easy-to-understand reports.

Whether you're already using the holistic cashflow tool or just getting started, this session will give you valuable insights and tips to elevate your advice.

To view any of the previous sessions, search for "holistic" on the Catalog tab in Academy.
Tuesday 1 July | 12:30pm - 1:00pm (Sydney time)

AdviserLogic Training
Current AdviserLogic Roadmap
Updated June 2025
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
Template Designer - Your essential starting point
Presented by Kris Cameron
In this session, you'll learn the fundamentals of using the Template Designer. We'll explore how to customise existing templates such as the Statement of Advice (SoA), Digital Fact Find, and the Client Review Report.

We will cover:

  • Overview of Template Designer
  • Using the editing toolbar
  • Design catalog and custom styles tips
Tuesday 15 July | 12:30pm - 1:00pm (Sydney time)

AdviserLogic Training
Advice Production - Building SOAs from strategy to delivery
Presented by Kris Cameron
Join us for an in-depth webinar exploring the complete Statement of Advice (SOA) process - from strategy selection to workflow execution.

We'll guide you through how to choose the right strategies for your SOA, then dive into the step-by-step process of building one effectively. You'll also learn about the differences between custom SOA templates and the ADL base templates - what they include, how they work, and how you can tailor them to suit your needs.

This session is tailored to new users of AdviserLogic or those who need a refresher.

Tuesday 8 July | 12:30pm - 1:00pm (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
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. (Sydney Time)

 
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