Morningstar® Advisor Workstation
Modular investment research and portfolio analysis platform.
Advisor Workstation Training
Morningstar’s Enterprise Training Team helps a firm’s advisors get the most from Morningstar® Advisor Workstation through a range of training programs.
Available Training FormatsMorningstar’s Enterprise Training Team understands that individuals benefit from different types of training depending on their comfort with technology and aptitude for self-directed learning. That’s why we deliver our training electronically, in-person, or through a combination of the two.
Virtual Training CenterThe Virtual Training Center is a Morningstar Web site from which users can access a series of pre-recorded training videos that describe, in detail, the features and functionality of Enterprise Edition. The short videos (5-10 minutes) are viewed using Microsoft® Windows Media Player and teach the user how to accomplish basic tasks using Enterprise Edition. Users can view the videos on their own time and at their own pace for the most flexibility.
Live Web SessionsThe Enterprise Training Team offers online sessions for users who respond better to structured, interactive training formats. These sessions include audio and video and are administered through Microsoft® Live Meeting software. Topics covered expand on what’s available in the Virtual Training Center videos. Attendees can ask questions throughout the sessions. The Enterprise Training Team will also work with firms to build custom Live Web Sessions to meet specific business needs.
On-Site TrainingA member of the Enterprise Training Team can travel to a firm and deliver hands-on or lecture-style Advisor Workstation training. Prior to the visit, the team will consult with members of the firm to design the training program.
Learn moreFor more information about training options, please contact your National Account Manager or Chad Lowry at 1 312 384-3772.
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