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Overview
Morningstar Academy is a powerful self-service training hub designed to empower you and your team to master AdviserLogic at your convenience.
Whether you're new to the platform or looking to expand your knowledge, with self-paced learning, at your own speed with flexible, on-demand lessons.
You can pause, review, or revisit any course, making it easy to fit learning around your schedule.
Morningstar Academy isn't just for individuals. Use it as a resource for your entire staff, helping everyone stay up to date with AdviserLogic’s evolving features and best practices that suit their roles.
Custom Learning Paths
Allow you to tailor learning journeys based on specific roles within your practice. Whether you’re a financial planner, support staff, or practice manager, Morningstar Academy has targeted training to meet your needs.
👉 How does AdviserLogic’s – Morningstar Academy benefit you?
🏫 Enrollable Courses - Access a wide selection of courses covering each AdviserLogic module. These courses are structured to help you build expertise one step at a time, ensuring a solid foundation for practical application.
💻 Live Webinars and Virtual Classes - Keep your skills fresh by participating in live sessions and interactive webinars, covering advanced tips, new features, and strategic insights.
🎬 Previous Webinars - Did you miss a live session? No problem. All of our webinars are recorded and uploaded to the Academy, so you can catch up on your own time.
📚 Resource Library - Access downloadable workbooks, how-to guides, and additional learning materials to complement your course progress and assist with real-time application in AdviserLogic.
🧑🏽🎓 Onboarding New Staff - Simplify the process of bringing new team members up to speed. Morningstar Academy offers a structured learning path, allowing new staff to quickly onboard and familiarise themselves with AdviserLogic through tailored courses and resources, ensuring they are equipped to hit the ground running.
Access
To make things even easier for you, the Morningstar Academy has now moved to the Home section within the new Help Centre, so you can stay up to date with the latest updates and improvements in one convenient place.
To find the Morningstar Academy, simply select the Help Centre/Support button in the top-right menu. Then, scroll down to the Academy button on the Home screen of the chat window—that’s where you’ll find all the latest AdviserLogic Video Courses!
You will be redirected to a new tab on your browser. If you are logging in for the first time or have recently cleared your cache, you must re-enter your AdviserLogic credentials to log in to Academy and set up your profile by following the prompts.
You may also skip this step.
You will navigate to the new home screen interface, which we’ve designed to be cleaner and more intuitive, making it easier to find exactly what you need, while showcasing your enrolled courses and their status directly on the welcome screen.
New Academy Interface Navigation
We listened to your feedback, and have made a few improvements to make it easier to navigate and find what you need.
We streamlined search functionality - Now, searching for courses or general content is faster and more efficient, with enhanced course-specific and general search bars, helping you find what you need quickly.
Select the Find a Course button on the welcome page or use the general Search Bar at the top right of the window.
You can also navigate the content from the tabs on the top left of the welcome window.
👉 Choose from:
Home - Your central hub and landing page, where you’ll find the newest and most relevant content, including your currently enrolled courses.
My Learning - Track your progress with ease, access your active courses, and resume learning right where you left off.
Catalog - Explore the complete range of courses, webinars, and training programs, with improved navigation for effortless browsing.
Resources - Dive into a comprehensive library of workbooks, guides, and tutorials to support and enhance your learning experience.
Home
The Home section is your central hub and landing page, designed to provide a seamless overview of everything you need to stay organised and informed within Morningstar Academy.
It’s built to make sure you have immediate access to the most relevant content, all in one place.
When you log in, you’ll be greeted with a personalised dashboard displaying your current learning status.
This includes quick links to your enrolled courses, upcoming webinars, and key training milestones, so you can easily pick up where you left off.
Search
Find the content you need with enhanced search functionality.
Whether you're looking for a specific course, webinar, or resource, the streamlined search bar helps you easily locate relevant material, saving time and improving your learning experience.
Courses
You can easily track your enrolled courses and their progress from the Courses tab on your Home screen - Quickly jump back into active courses and modules without navigating through multiple tabs.
📌Note
This tab is the default tab open when you visit the home page
Learning Paths
Choose the Learning Paths tab on your home page to follow structured learning paths designed to guide you through a series of courses tailored to your role or skill level. These paths help you build comprehensive expertise in AdviserLogic, from foundational knowledge to advanced features.
Achievements
Scroll to the bottom of the Home screen to access the Achievements section to track and showcase your progress with course completion badges, certificates, and milestones. The achievements section allows you to monitor your accomplishments and download records of your learning for personal or professional use.
Expand the section for an in-depth look at your progress.
The Home page is designed to give you instant access to everything you need, keeping your learning journey streamlined and efficient.
💡Tip
To return to the Home screen from any window - even where a Home tab isn’t present - Just click on the Morningstar Logo
Search Functions
Find a Course
Selecting the Find a Course button will open a selection pop-up asking you to
👉 Choose from:
The Basics – New AdviserLogic users should start here
Advice Production -Financial Adviser & Paraplanner Once Completed the Basics
Take the Tour
Take a Guided Tour of the New Morningstar Academy with our 3-minute introductory video.
This quick overview will walk you through the redesigned platform's key features, including how to navigate the new interface, access enrollable courses, webinars, and resources, and make the most of the personalised learning experience.
In just a few minutes, you’ll gain a clear understanding of how to efficiently use Morningstar Academy to enhance your knowledge and mastery of AdviserLogic.
💡Tip
Choosing the Home tab from the top left of the window will navigate back to the welcome screen.
Search Individual Courses
Choosing this option will navigate you to the Catalog tab where you will see a list of Recommended Courses, along with the current Catalog options, you can use the search and filters here to find what you are looking for.
If you want to explore learning paths while on this screen, select the Learning Paths option from the filters drop-down adjacent to the search bar.
💡Tip
Choosing the Home tab from the top left of the window will navigate back to the welcome screen.
New Adviser Research Centre User
As a New Adviser Research Centre User, you'll have access to webinars and training that guide you through the essential tools and resources to boost your research and analysis capabilities.
This learning path is ideal for beginners, covering general site navigation and commonly used features, as well as key aspects of the Adviser Research Centre (ARC).
💡Tip
Choosing the Home tab from the top left of the window will navigate back to the welcome screen.
The Basics – New AdviserLogic users should start here
If you're new to AdviserLogic, The Basics is the perfect starting point.
This foundational learning path introduces you to the core features and tools of AdviserLogic, guiding you through everything you need to know to get comfortable with the platform.
You’ll learn how to navigate the interface, manage your client data, and understand key functions that will help you streamline your workflows.
💡Tip
Choosing the Home tab from the top left of the window will navigate back to the welcome screen.
Advice Production - Financial Adviser & Paraplanner Once Completed the Basics
Once you’ve completed the basics, move on to the Advice Production learning path, designed specifically for Financial Advisers and Paraplanners.
This path dives deeper into creating and managing financial advice, covering the production of compliant documents, client presentations, and advanced modelling tools. It helps you master the tools you’ll use daily, enabling you to provide efficient, accurate advice to your clients.
💡Tip
Choosing the Home tab from the top left of the window will navigate back to the welcome screen.
Practice Management
For practice managers and support staff, the Practice Management learning path focuses on the operational aspects of AdviserLogic.
You’ll learn how to manage workflows, streamline processes, and use the platform to improve overall practice efficiency.
This path is essential for those responsible for keeping the business running smoothly, ensuring that your team gets the most out of AdviserLogic.
💡Tip
Choosing the Home tab from the top left of the window will navigate back to the welcome screen.
Search Bar
The search bar is available regardless of which screen you happen to be in, using the search bar allows you to search for any content type held in the academy.
Click on the search bar and type in your query, you can further search through:
Courses | Courses only |
Catalog | All courses and learning paths |
Users | Available only to managers with Admin rights |
Groups | Available only to managers with Admin rights for corporate practices |
My Learning
The My Learning section is your personal learning dashboard, designed to make tracking your progress simple and efficient.
Track Your Progress - Monitor your advancement through each course or learning path, with clear indicators showing how far along you are and what remains to be completed.
Access Active Courses - Quickly view and jump into any courses you're currently enrolled in. This keeps your active learning journey front and centre, so you’re always organised and on track.
Resume Learning - Pick up right where you left off with one-click access to the next lesson or module in your courses, saving you time and effort.
Download Training History - Easily download your full training history in PDF or CSV format, allowing you to keep a record of completed courses and certifications for your personal or professional documentation.
This section is built to enhance your learning experience, providing an effortless and intuitive way to manage your education within AdviserLogic - Morningstar Academy.
💡Tip
Choosing the Home tab from the top left of the window will navigate back to the welcome screen.
Download Training History
To Download a PDF or CSV file of your learning history select the Download Training History button from the top right of the My Learning window. Select PDF or CSV from the confirmation pop-up that shows, then select Generate download link.
For PDF download, a Download Certificate syncing dialogue will show, with a time breakdown and progress bar, the action buttons will be unavailable whilst this is active.
Once the data has finished downloading, a confirmation dialogue will show, allowing you to Download the generated PDF or exit the action by selecting Cancel.
A detailed transcript of your training progress will be generated as a PDF file.
CSV
When you choose to download the CSV, a date range selection will appear. You can pick the dates for the CSV by using the pop-up calendars that appear when you click on each date field. Select Generate download link to apply these to the CSV.
Once the data has finished downloading, a confirmation dialogue will show, allowing you to Download the generated CSV, or exit the action by selecting Cancel.
The CSV will download to your local download location with detailed columns outlining your progress and course history.
Catalog
The Catalog is your gateway to the full range of educational offerings available at AdviserLogic’s - Morningstar Academy.
Whether you're seeking a specific course or simply exploring new learning opportunities, the Catalog is designed for smooth, intuitive navigation.
Comprehensive Course Listings - Browse through a wide array of accredited courses, webinars, and training programs tailored to all skill levels—from beginners looking to get started with AdviserLogic to experienced users seeking advanced techniques.
Receive personalised course recommendations based on your previous learning history and interests, ensuring you discover relevant content that aligns with your goals.
We have also added a User-Friendly Search Bar. You can now find what you need faster with the enhanced search functionality, designed to streamline your search for courses or webinars by keyword or topic, ensuring an effortless browsing experience.
Filters and Categories - Refine your search easily by using filters such as course type, difficulty level, topics, and duration.
You can also explore courses grouped into categories for focused learning in specific areas like financial planning, compliance, or practice management.
💡Tip
Choosing the Home tab from the top left of the window will navigate back to the welcome screen.
Live and On-Demand Content
Coming Soon!
The second phase of this upgrade will allow you to access a blend of live training sessions and on-demand webinars, giving you the flexibility to learn at your own pace or engage in real-time interactive classes with industry experts.
This feature is currently under development
Preview Course Content
Before enrolling, you can preview course descriptions, learning outcomes, and module structures, allowing you to make informed decisions about which training is best suited to your needs.
With this newly designed Catalog, exploring and selecting the right training has never been easier, enabling you to maximise your learning and get the most out of AdviserLogic.
Resources
The Resources section is your go-to library for supplementary materials designed to enhance and support your learning experience within Morningstar Academy. It’s filled with a wealth of practical tools and educational content to help you apply what you’ve learned and further your expertise
👉 What can you find in the Resources section?
Workbooks: Download comprehensive workbooks that correspond with specific courses and modules.
Templates & Checklists: Discover practical templates and checklists that can be immediately implemented into your business.
The intuitive search function allows you to quickly find relevant resources, whether you’re looking for a specific topic or browsing through categories like compliance, practice management, or Digital Advice.
All resources are available for download in PDF formats, giving you the flexibility to save, print, or share with your team for collaborative use.
With the Resources section, you’ll have all the tools and references you need at your fingertips to ensure you can apply what you learn most practically and effectively.
Achievements
The Achievements section is all about tracking and celebrating your hard work, making your learning journey through Morningstar Academy both rewarding and motivating. Whether you’re advancing your skills for personal development or professional growth, your accomplishments are documented and ready to be shared.
To expand the Achievements section of the home screen, select View All.
The Achievements section is designed to celebrate your progress and recognise your milestones within Morningstar Academy.
As you complete courses and develop your AdviserLogic skills, this section allows you to track, showcase, and share your learning journey.
In the overview section of your Achievements window, you will be able to see your scores and ranking in comparison to other users.
Morningstar Academy gives you the tools and flexibility to stay ahead, build expertise, and optimise your use of AdviserLogic.