To serve our clients around the world, Morningstar Direct offers complimentary live online classes. Simply select your time zone, register for a class, and join the session using WebEx. We also provide unlimited access to additional complimentary training methods, including regional sessions for hands-on trainings, dedicated client solutions consultants for one-on-one trainings, and certification to become Morningstar Direct Certified. You can also access the training widget under the Home folder in Morningstar Direct to be notified of specific upcoming live sessions in your region.

Upcoming Events

How to Build an Effective Fact Sheet | April 16

Join Chris Broyles, Product Manager for Presentation Studio, as he demonstrates how to build an effective fact sheet in Presentation Studio – Morningstar Direct's platform to easily create professional, custom-branded fact sheets and presentations.

New User Orientation

Getting Started

This 30-minute session is specifically designed for new users of Morningstar Direct. To help you get started, it will focus on basic navigation and functionality. After attending this session, we recommend that you register for other Live Sessions listed below.

Live Sessions

Monitor & Evaluate Investment Line-Ups

Learn how to streamline and simplify your performance reporting process for various investments across multiple asset classes and custom groups. Select peer groups, specify performance periods, and customize benchmarks to monitor your results.
View Sample Report

Create Custom Scores to Screen Investments

Learn how to build customizable, point-weighted methodologies to grade how well the investment strategies within a peer group meet their objectives.
View Sample Report

Create Compelling Custom Presentations

Learn how to easily create professional, custom-branded fact sheets and presentations, incorporating your company's logos, colors, fonts, and custom disclaimers. Start with pre-built Morningstar templates or design your own, using data from Morningstar's database or your imported proprietary investment data.
View Sample Report

Get Insight on Investor Trends

Take advantage of comprehensive, worldwide asset flow data to assess investor trends and perform competitive analysis, develop new products, and market managed investment products. Start with aggregated data, drill down to specific findings, and export data for further analysis.
View Sample Commentary

Identify the Impact of Investment Decisions

Learn how to create an equity attribution report of your portfolio or your competition's portfolio to decompose the excess return and identify the impact of investment decisions.
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Monitor Portfolios & Markets in Real-Time

Learn how to use real-time portfolio analysis to help monitor your portfolio and make better investment decisions.
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Identify the Impact of Strategic Asset Allocation Decisions

Learn how to produce a total portfolio attribution report to identify excess return based on asset allocation and manager selection. Examine the outcome of deliberate deviations from policy weights and measure the manager-picking skill in the aggregates, or by asset class or investment style.
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Determine Optimal Asset Allocation Strategies

Learn how to create optimal asset allocation policies for specific investment goals. Develop asset class assumptions, identify your target portfolio(s), and forecast future performance.
View Sample Report

Create Custom Portfolios

Learn how you can use the portfolio management workspace to build model portfolios and import private investments. Apply your custom portfolios to the various product areas of Morningstar Direct to conduct further analysis.
View Sample Report

Maximize Morningstar Data in Microsoft Excel

Learn how to retrieve data points from the Morningstar databases and load them into Microsoft Excel for further calculation, formatting, or charting. Take advantage of the thousands of widely used data points available for each investment type.
View Sample Report

Classroom Trainings on Location

Morningstar Direct offers complimentary classroom trainings in cities around the world. Join us for hands-on product training to see the full benefits of the platform's powerful capabilities and sophisticated functionality. You'll also learn about product enhancements and the best workflow practices to increase your productivity when using Morningstar Direct. These sessions are offered free-of-charge to all Morningstar Direct subscribers, as half-day, full-day, or workshop sessions. Space is limited, so register today to secure your spot.

Certification

The Morningstar Direct Certification program is a quick and easy way for new users to become familiar with all of the product's capabilities. Each capability section concludes with a short exam. Results are available instantaneously and you must receive a score of 75% or more to continue to the next section. To become Morningstar Direct Certified, you must pass all sections. Exams can be retaken as needed. Once certification is complete, you can then explore a larger library of training opportunities available within Morningstar Direct.

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