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Certification I - Getting Started

Certification I - Getting Started

Prerequisites

Review the following materials below before taking the exam:

Videos:

Creating Lists (3:52) - Updated July 2019

Creating Workbooks (5:33) - Updated July 2019

Creating Screens (4:41) - Updated July 2019

Working with Custom Column Sets (4:55) - Updated July 2019

Leveraging Morningstar Research (5:24) - Updated July 2019

Creating and Managing Notes (4:53) - Updated July 2019

Guides:

Quickstart Guide - Updated June 2019

Sample Fund List

Creating Lists & Workbooks - Updated June 2019

Creating Screens - Updated June 2019

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 #:
19 of 19
Last update:
‎07-15-2019 12:00 PM
Updated by: