|Monthly Morningstar Adviser Forums provide financial advisers with valuable insights and practical instruction on enhancing their business with Morningstar® Adviser Workstation Office Edition. Each session includes one-on-one training and sharing of best practices with product trainers and other users. They also include a 60-minute Gap Fill session, helping advisers to meet the RDR Level 4 Adviser Qualification Gap Fill requirements. These half-day events are complimentary and include lunch. |
User forums also help advisers learn more about additional features to our award-winning software, such as qualitative fund research and investment consulting capabilities.
| View a list of upcoming events |
|To request the full agenda or ask questions, please email email@example.com or call +44 20 3107 2901.|
| Complete a quick form and register to attend |
|Read what advisers think about Monthly Morningstar Adviser Forums: |
“ Genuinely educational rather than sales led, if an adviser wants to increase their level of investment understanding and how to improve their offering to their clients; this is a good event to attend. Morningstar provides greater clarity on how we will be able to improve our own offering to clients as well as managing our business in a more modern and technological way. ”
– Tony Batt, Cusack Financial Management Ltd.
“I found the forum very useful on a number of levels. Firstly I was introduced to services that I had not previously considered. Secondly I was able to mix with other users and exchange experiences. Lastly I was able to receive one-on-one training tailored to my specific needs. There was a real buzz about the day and the environment was very conducive to learning. Well done and keep it up! ”
– Peter Sudlow, Sapienter Wealth Management