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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) - 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 (4:20) - Updated July 2019

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


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

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Version history
Revision #:
20 of 20
Last update:
‎12-06-2019 11:34 AM
Updated by: