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
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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.)