Upcoming AdviserLogic Webinars

Ongoing live training webinars
Our live training webinars are designed and delivered by our specialist customer success managers exclusively for Morningstar AdviserLogic subscribers. See below for more details and please join us for any sessions that are of interest to you. 

When: Every Tuesday (we will also have extra sessions relevant for you from time to time)

Session times: 11:30 a.m. and 12:30 p.m. (AEST)

Meet the Presenters

Tuesday 8 June
12:30 p.m. Retirement Goals & TTR Calculator
Presenter: Minh Le
Learn about the standalone calculator for retirement goals and transition to retirement and how you can integrate these calculations into the Digital Advice scenario.

Tuesday 15 June
11:30 a.m. Morningstar Research & AdviserLogic
Presenter: Minh Le, Mark McPhee (Adviser Research Centre)
We are pleased to invite you to learn more on using and implementing Morningstar research into your AdviserLogic procedures.

What you will learn in this webinar; increase your knowledge of Morningstar's equity and fund research methodology, understand key parts of the research documents available, learn how to best integrate Morningstar research with AdviserLogic, ask our Customer Success Managers representing Morningstar and AdviserLogic.
12:30 p.m. Digital Advice SoA Production for Beginners
Presenter: Paayal Sharma
The Digital Advice tool is used to produce a Statement of Advice in AdviserLogic. This session will cover; the basics of the Digital Advice tool, how to access the tool and the most up to date SoA template, selecting strategies, downloading the SoA to Word.

We recommend you have a solid understanding of Fact Find Data Entry.

Tuesday 22 June
11:30 a.m. Change to FOFA management in AdviserLogic
Presenter: Christine Le Ray
Learn about the upcoming changes to the FOFA module in AdviserLogic.
12:30 p.m. Digital Advice - Strategy
Presenter: Christine Le Ray
This session assumes you have a basic understanding of the Digital Advice tool. In this session we will demonstrate completing a real life multi strategy scenario. Please submit a scenario you would like seen demonstrated via the Question link below.

Its best to have a foundation understanding of the Digital Advice tool before attending this session. Watch the Digital Advice Overview and Settings session on our eLearning site.

Tuesday 29 June
11:30 a.m. AdviserLogic & The Client Journey
Presenter: Paayal Sharma
In this session, we will take you through the client advice journey and demonstrate how AdviserLogic can assist you along the way. Learn how you can apply the different features of AdviserLogic in your own practice.

Its best to have a foundation understanding of the Digital Advice tool before attending this session. Watch the Digital Advice Overview and Settings session on our eLearning site.
12:30 p.m. Cashflow - Strategy
Presenter: Minh Le

This session assumes you have a basic understanding of the Cashflow tool. In this session we will demonstrate modelling some real-life strategies in the Cashflow tool. Please submit a scenario you would like seen demonstrated via the Question/Comments box upon registration.

A basic understanding of the Cashflow tool is required, please watch out Cashflow Basics sessions.

 
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