Welcome to the Morningstar DirectSM for Wealth Management Training Program, a four-week immersive experience designed to help client service teams learn the application as you create content within it.
Week 1 (Fundamentals)
Orient yourself in Morningstar Direct and pick up basic skills like creating lists, searches, and custom data sets. Build a performance report for peer group analysis and fund selection.
Week 2 (Reporting)
Create compelling presentations or PDFs to communicate your findings and tell your investment story. Use dynamic, compliance-approved custom report templates to respond to questions on-the-fly.
Week 3 (Analysis)
Design unique data points for use when analyzing and reporting on investments. Get daily coverage of the investment research and fund evaluations that are most relevant to your work. Create and manage model portfolios for monitoring and analysis.
Week 4 (Additional Skills)
Document and share investment information with your team members within. Create alerts on investments, portfolios, category changes and more to curate a feed of up-to-date information.
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