Morningstar’s 2024 Practice Efficiency Series
Now On Demand!
Morningstar’s 2024 Practice Efficiency webinar series is designed to equip you with the knowledge and tools to thrive in today’s competitive advisory landscape. From business growth to the importance of robust portfolio construction, the webinar topics offer practical solutions to the challenges advice businesses face.
Harnessing the efficiencies of Managed Portfolios
Are you ready to take your advice business to the next level? Watch for an exclusive webinar featuring Dean Lombardo as he unveils the essential ingredients to scale and grow your practice while delivering exceptional value to your clients.
Total hours of Continuing Professional Development (CPD) credit: 0.50 hour
Knowledge Requirements: Managed Investments (0.25 hour); Practice Management (0.25 hour)
Legislated CPD Areas: Client Care & Practice (0.25 hour); Technical Competence (0.25 hour)
Accredited by: Financial Planning Association of Australia
Scale and Grow
As a leader in financial research, Morningstar’s insights empower professionals and investors alike to navigate the market complexities with ease. Our research-driven approach goes beyond market analysis—it provides actionable insights for constructing well-diversified portfolios. These portfolios are designed to balance risk and return, helping you achieve your clients' financial goals.
Total hours of Continuing Professional Development (CPD) credit: 0.5 hour
ASIC Knowledge Requirements: Financial Planning (0.5 hour)
FASEA CPD Areas: Client care and practice (0.5 hour)
Accredited by: Financial Planning Association of Australia.
Building robust portfolios with diverse return drivers
As a leader in financial research, Morningstar’s insights empower professionals and investors alike to navigate the market complexities with ease. Our research-driven approach goes beyond market analysis—it provides actionable insights for constructing well-diversified portfolios. These portfolios are designed to balance risk and return, helping you achieve your clients' financial goals.
Total hours of Continuing Professional Development (CPD) credit: 0.50 hour
Knowledge Requirements: Managed Investments (0.5 hour)
Legislated CPD Areas: Technical Competence (0.5 hour)
Accredited by: Financial Planning Association of Australia
Optimise your advice with Morningstar's new strategic allocations and Risk Profiler
Discover how our newly updated model portfolios—designed to reflect our best investment ideas—can enhance your practice. Whether you're implementing them independently or using the managed account structure of the Morningstar Medalist Core Portfolios, you’ll find these solutions help streamline portfolio management, reduce fees, and demonstrate our dedication to putting your clients first.
Total hours of Continuing Professional Development (CPD) credit: 0.50 hour
Knowledge Requirements: Managed Investments (0.5 hour)
Legislated CPD Areas: Client Care & Practice (0.25 hour),
Technical Competence (0.25 hour)
Accredited by: Financial Planning Association of Australia
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