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Certification I - Getting Started

Certification I - Getting Started


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 updated

Leveraging the Markets Workbooks

Creating Lists updated

Importing Lists

Creating Screens updated

Using Peer Analytics updated

Scenario Analysis updated

Setting Alerts

Creating Column Sets updated

Working with Custom Benchmarks and Model Portfolios updated

Working with Clients and Accounts updated

Certification Exam

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

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

Version history
Revision #:
17 of 17
Last update:
‎07-10-2019 04:33 PM
Updated by: