Morningstar India hosts complimentary events across the country to help financial advisers prepare their businesses for success in today's environment. This year we have held adviser forums in Pune, Vadodara, Chennai, Goa, Bengaluru, Hyderabad and Mumbai.
We address areas where Morningstar products can strengthen client relationships. The content is aimed at empowering advisers with the key operating principles of portfolio construction and portfolio monitoring.
Morningstar’s experts will show you how to create, analyse and track customized client portfolios using Morningstar® Advisor WorkstationSM. In just a few simple steps, you can create a well-allocated portfolio, produce a comprehensive array of compelling reports that demonstrate the strength of your investment selections, and compare an investment strategy with a prospective client’s existing portfolio, amongst other things.
We will also talk about the most optimal way to construct a sensible asset allocation model that meets a client’s investment objectives.
The director of fund research will illustrate how Morningstar analyses and rates its funds and how advisers can use these ratings to enable them make the right portfolio decisions.
CFP certificants attending these events can expand their expertise while earning 2 Continuous Education (CE) points.
Upcoming Adviser Forums
Date: November 11, 2016
Time: 2pm
Venue: The SSK Solitaire Hotel, Ahilyabai Holkar Marg,Tidke Colony, Near Chandok Cirlce, Nashik 422002
Register here
Details to follow soon.
