Make the most out of Morningstar AdviserLogic. Join our Virtual Classrooms

At Morningstar, we want to empower investor success. To help you on your onboarding journey, we encourage you to join us for our Virtual Classroom sessions. These sessions are designed specifically for you, a new user of Morningstar AdviserLogic, and are complimented further by our Morningstar Academy.

Our sessions demonstrate practical examples of the application, ensuring a seamless learning experience and greater understanding prior to your applied sessions with one of our consultants.

These sessions follow a meeting-style format, with practical learning followed by discussion and Q&A. Register below to add a reminder to your calendar. Note: You can sign up for all the sessions ,but you only need to attend one of each as they repeat.

Virtual Classroom 1

Advice Production: Cashflow modelling

In this session, we’ll cover the key components of holistic cashflow modelling - including reviewing Fact Find data, leveraging research tools, and modelling multi-entity cashflows. We’ll then wrap up with a discussion and Q&A segment, where you can ask about specific modelling scenarios.

Tue 14 Jul | 11:00am - 12:00pm

Tue 28 Jul | 11:00am - 12:00pm

Tue 11 Aug | 11:00am - 12:00pm

Tue 25 Aug | 11:00am - 12:00pm

Tue 8 Sep | 11:00am - 12:00pm

Tue 22 Sep | 11:00am - 12:00pm

All times are AEST

Register here for any of the above sessions

Virtual Classroom 2

Advice Production: Generating SOAs

In this session, we’ll explore the fundamentals of creating Statements of Advice (SOAs) within AdviserLogic, followed by time for an open discussion and Q&A. Bring your own strategies along to discuss!

Tue 7 Jul | 11:00am - 12:00pm

Tue 21 Jul | 11:00am - 12:00pm

Tue 4 Aug | 11:00am - 12:00pm

Tue 18 Aug | 11:00am - 12:00pm

Tue 1 Sep | 11:00am - 12:00pm

Tue 15 Sep | 11:00am - 12:00pm

Tue 29 Sep | 11:00am - 12:00pm

All times are AEST

Register here for any of the above sessions