Review the following materials below before taking the exam:
Morningstar Office Cloud Overview
Using the Search Bar
Creating a List
Creating Model Portfolios, Custom Benchmarks and Accounts
Creating a Screen
Leveraging Morningstar Research
Using Morningstar Research
Leveraging the Markets Workbooks
Using Peer Analytics
Creating Column Sets
Working with Custom Benchmarks and Model Portfolios
Working with Clients and Accounts updated
Working with Standard Reports New!
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