Morningstar Adviser Forum at St. James Park in Newcastle
Morningstar Adviser Forums now provide gap filling sessions and up to 5 CPD points for attending. The half-day forums have become a great opportunity to gain valuable insight from some of Morningstar’s and OBSR’s brightest minds – our analysts.
As the investment industry evolves and greater demands are placed on advisers, Morningstar will continue to provide thought leadership and an independent opinion on investment products of all types. Presentations at the forums so far this year have included:
- Risk on Investment Performance, from an ETF perspective
- Merits and Limitations of Main Investment Theories
- Investment Trusts: Benefits and Opportunities
A presentation of our award winning research and financial planning software, Adviser Workstation, is also a staple of the forums. Current users have benefited from dedicated training sessions at each forum – both group training and 1-to-1 sessions are available.
Overall, the forums have been a fantastic opportunity for us to meet advisers and for users of our software to get the most out of the Morningstar tools and research they use everyday. If you would like to see what Morningstar has to offer independent financial advisers or if you would like to get more from your current subscription to Adviser Workstation, we would love to see you at a future forum. You can check future dates and register here.