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Morningstar Certification


Morningstar is a leading provider of independent investment research in global markets. For the investment research needs of both professors and students, Morningstar Direct offers seamless integration of in-depth data for more than 385,000 global securities with comprehensive analytical functionality.

Students can learn the product quickly by taking advantage of a product certification program to gain experience with portfolio management.

Getting started with the Morningstar Direct Cloud


Support Student Funds & Finance Labs

Morningstar Direct helps students implement portfolio strategies. Its reports feature analyst commentary on stocks, bonds, markets, and funds to provide insight, while proprietary statistics add depth to research and include the Morningstar® Economic Moat™ Rating which identifies companies with strong competitive advantages. Asset allocation modeling is also included.

Performance reporting and performance attribution analysis show students how professionals explain the results of their investment decisions.


Morningstar Learning Resources