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Certification IV - Morningstar Methodology

Certification IV - Morningstar Methodology



Before taking the exam, you should review the following documents in the Morningstar Methodology area of web-based Direct:

  • Morningstar Global Category Classifications
  • Morningstar Rating for Funds
  • Morningstar Analyst Rating
  • Morningstar Sustainability Rating for Funds

Certification Exam

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

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

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


Version history
Revision #:
6 of 6
Last update:
‎06-19-2019 11:29 AM
Updated by: