Watch our popular adviser webinars on demand
Stream our most popular adviser webinars and receive CPD accreditation.
We believe that good financial advice is key to empowering investors and helping them achieve great financial outcomes. Supporting advisers to keep their clients engaged with the quality financial plans you’ve created for them is key to our service proposition.
Correctly complete the quiz linked to each webinar to have your CPD certificate delivered to your email address.
Globally Speaking Webinars
Date: 20 March 2025
Session overview:
In our first session, we’ll kick off the series in the place where our global funds originated - South Africa. During the session our Head of Investments SA, Sean Neethling, and our EMEA CIO, Mike Coop joins our Head of Sales SA, Roné Swanepoel for a fireside chat touching on the who, what, why, where and when of the Morningstar Global USD Funds.
Date: 05 June 2025
Session overview:
Grounded in behavioural science and research, we’ve designed an adviser-to-client tool to identify more meaningful goals. In doing so, helping your clients more likely to stick to the quality financial plans you have developed for them.
Debra Slabber, Director Portfolio Specialist, will be joined by Ryan Murphy, Global Head of Behavioural Insights, for an overview of the research and the tool.
Date: 17 September 2025
Session overview:
Through Morningstar’s global network of like-minded advisers, you gain access to a world of insights and proven strategies.
- Scale without losing the personal touch
- Improve efficiency through systems and processes
- Different approaches to accelerating growth
From South Africa, Kim Potgieter, Managing Director of Chartered Wealth
From Australia, Francis Rigby, Group Executive from Financial Advice Matters
From the United Kingdom, Tracy Brookes from 75Point3
Hosted by our very own, Roné Swanepoel, Head of Sales at Morningstar Investment Management South Africa.