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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)

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)

Guides:

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


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(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:
 
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