Welcome to the Morningstar OfficeSM Cloud Training Program, designed to help investment analysts get started with learning materials relevant to their daily work.
Week 1 (Investment Selection)
Get an overview of Morningstar Office Cloud to understand how the components interact with each other. Learn how to create lists, screen for specific investments, and build custom data views. Explore additional research tools.
Week 2 (Portfolio Construction)
Learn how to create and apply model portfolios and custom benchmarks. Explore standard report options to keep your clients well-informed. Discover how to create a prospect record and quick account.
Week 3 (Market Research)
Learn about the latest curated research insights from our analysts. Gain access to high-quality market data to monitor financial markets.
Week 4 (Additional Skills)
Learn how to give clients real-time visibility into their accounts, anytime, anywhere with the Client Web Portal. Build alerts on investments to stay on top of the latest changes.
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