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 in the following weeks.
On-Demand Webinars
Date: 23 July 2026
Session overview:
- Understand how this year’s key risks have played out, and what this means for client portfolios today and tomorrow
- Explore what a weaker US dollar means for global positioning and diversification
- Assess how the dominance of tech is shaping portfolio balance, risk, and return expectations
- Strengthen how you guide clients through uncertainty and keep them focused on long-term goals
Hosted by Roné Swanepoel, CFA, Head of Distribution, South Africa, Sean Neethling, PhD, Head of Investments, South Africa and Michael Dodd, CFA, Director: Manager Selection Services, South Africa
Date: 14 April 2026
Session overview:
- Why volatility often causes clients to focus on the wrong signals
- How to shift conversations away from short-term market noise
- Practical ways to prepare clients before volatility occurs
- How to communicate with empathy, clarity and confidence during market stress
- How a repeatable framework can strengthen both client outcomes and advisory consistency
Hosted by Roné Swanepoel, CFA, Head of Distribution, South Africa, and Dr Ryan O. Murphy, P.hD., Global Head of Behavioral Insights at Morningstar.
Date: 28 January 2026
Session overview:
- Identify the key investment themes and opportunities we believe will shape markets in 2026.
- Explain how our investment team builds conviction and integrates these ideas into our multi asset funds and managed portfolios, balancing risk and return.
- Analyse the implications of macro trends, such as dollar weakness and market concentration, for client portfolios.
Hosted by Shelley Hartman, Business Development Consultant, South Africa, Mike Coop, Chief Investment Officer, EMEA and Sean Neethling, Head of Investments, South Africa.
Date: 19 November 2025
Session overview:
Prepare for 2026 by gaining an understanding of:
- Navigating tariffs, geopolitics, and market turmoil
- Implications of a weaker USD
- How Tech’s capital surge is reshaping the investment landscape
- Unlocking value in a concentrated market
- Investing for income in an uncertain market
- How South Africa fits into your emerging market exposure
Dan Kemp, Chief Research and Investment Officer (EMEA), and Michael Dodd, Senior Fund Analyst will unveil the highly anticipated Morningstar Investment Outlook 2026.
Hosted by our very own, Roné Swanepoel, Head of Distribution at Morningstar Investment Management South Africa.
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.
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: 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.
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