Review the following materials below before taking the exam:
Using the Peer Analytics Tools
Leveraging Sustainability Data and Capabilities
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
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.)