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 13 Jan | 11:00am - 12:00pm
Tue 27 Jan | 11:00am - 12:00pm
Tue 10 Feb | 11:00am - 12:00pm
Tue 24 Feb | 11:00am - 12:00pm
Tue 10 Mar | 11:00am - 12:00pm
Tue 24 Mar | 11:00am - 12:00pm
All times are AEST
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 20 Jan | 11:00am - 12:00pm
Tue 3 Feb | 11:00am - 12:00pm
Tue 17 Feb | 11:00am - 12:00pm
Tue 3 Mar | 11:00am - 12:00pm
Tue 17 Mar | 11:00am - 12:00pm
Tue 31 Mar | 11:00am - 12:00pm
All times are AEST
Additional afternoon sessions for February
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 3 Feb | 2:30pm - 3:30pm
Tue 17 Feb | 2:30pm - 3:30pm
All times are AEST
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