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Certification III - Advanced Topics

Certification III - Advanced Topics


Review the following materials below before taking the exam:

Using the Peer Analytics Tools

Leveraging Sustainability Data and Capabilities

Investigating Strategies - Updated January 2020

Working with Model Portfolios - Updated August 2019

Working with Client Accounts - Updated August 2019

Proposing Changes to a Client Account - New August 2019

Using the Morningstar Excel Add-In


Certification Exam

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

Note: The password for Level III is included in the confirmation email you received when you passed Level II.

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


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