Get Money-Wise with Morningstar
Start the New Year on the right financial foot with help from Morningstar Investing Center, a comprehensive learning site geared to individuals seeking a better understanding of all things investing.
If you’re new to the world of stocks, funds, and building your financial portfolio, Morningstar offers online lessons to get you started with investing basics, together with personal finance planning tools to help you navigate the wide world of investing.
Read our short article on how to sign in and access Morningstar through Burlington Public Library.
Learn Investing Basics & Beyond
Tackling a new topic can be overwhelming at first, so spending time in Morningstar’s Investing Classroom is a great way to get started. Although the information in many tutorials is US-based, the introductory courses provide a solid overview of general investing concepts and terminology relevant to Canadian learners. You can access the Investing Classroom from the website's main menu.
So, let’s take a closer look inside the Classroom at the topic categories. You can watch some courses on video, but most are text-based with short quizzes to keep you on track with your learning. Progress at your own pace from Level 100 introductory courses to Level 500 for advanced topics.
Stocks
Thirty-seven courses, including Stocks versus Other Investments, Understanding the News, Interpreting the Numbers, Constructing a Portfolio, 20 Stock-Investing Tips, and profiles of great investors like Warren Buffett and Peter Lynch.
Funds
Forty-nine courses, including How to Purchase, Why Knowing Your Fund Manager Matters, Building Your Mutual Fund Portfolio, When to Sell a Fund, and Is Your Retirement Portfolio on Track?
Portfolios
Forty-seven courses, including How Much Risk Can You Tolerate?, How to Juggle Different Investment Goals, How to Inflation-Protect Your Portfolio, The Bucket Approach to Retirement Allocation.
Bonds
Twenty courses, including Buying Bonds, The Process of Issuing Bonds, Bond Immunization, Intro to Junk Bonds, and Intro to Callable Bonds.
ETFs (Exchange-Traded Funds)
Fourteen courses, including Are ETFs Right for You? Anatomy of an ETF, ETFs and Fixed Income, Using ETFs Opportunistically.
Retirement
Thirty-four courses, including Intro to Retirement Planning, Budgeting for Retirement, Choosing a Financial Planner, Retirement Investment Strategies, Working and Living in Retirement, and Introduction to Annuities.
Planning
Fifty-five courses, including Building a Budget, Choosing a Credit Card, How to Finance a Home, Financial Issues for New Parents, Financial Considerations in Divorce, and Powers of Attorney and Advance Medical Directives.
Environmental/Social/Governance (ESG)
Seven courses including Intro to Sustainable Investing, Approached to Sustainable Investing, and The Sustainability Landscape
Where to Find Morningstar
Select RESOURCES on BPL’s website main menu to find Morningstar Investing Center under Learning & Research > Reference & Research. Connect directly to the online resource or select More Info to read how to access Morningstar on your laptop or device; no Morningstar app is available.
You can access Morningstar from home using your 14-digit BPL card number or inside BPL branches without logging in.
