The next Morningstar adviser forum will take place in Chelmsford, Essex on February 9th, 2011 at the County Hotel, CM1 2PZ.
Our adviser forums have become a great opportunity to gain a better understanding of the Adviser Workstation system and to gain investment insights from Morningstar’s and OBSR’s independent analysts. New to the Chelmsford forum will be a 1 hour gap filling session covering the “Impact of Risk on Investment Performance” presented by Morningstar ETF analyst Hortense Bioy.
If you are not familiar with the gap-fill process and how it can replace the need to take some exams, click here for more explanation.
In addition to focusing on ways Morningstar can add value to an advice business, streamline processes and mitigate regulatory risk, attendees will also receive 5 CPD points. For further information please visit our events page, or to register please click here.