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Certification I - Getting Started

Certification I - Getting Started


Review the following materials below before taking the exam:


Creating Lists (3:52)

Creating Workbooks (4:23)

Creating Screens (4:44)

Working with Custom Column Sets (4:33)

Leveraging Morningstar Research (5:24)

Creating and Managing Notes (4:24)


Quickstart Guide

Sample Fund List

Creating Lists & Workbooks

Creating Screens

Working with Custom Column Sets

Leveraging Morningstar Research

Setting Alerts

Leveraging the Markets Workbooks

Data Import Specifications

Creating and Managing Notes


Certification Exam

Click Start and enter your information below to take the exam.

(Please note, this exam might not be accessible via your mobile device.)


Version history
Revision #:
14 of 14
Last update:
3 weeks ago
Updated by: