Welcome to
Morningstar.com's Investing Classroom
Morningstar.com's Investing Classroom takes you back to school with courses that'll have you building your portfolio in no time. You can either audit courses or become a free registered user and accumulate Classroom Credits. Trade in those credits for 60 days of Premium.
To register, click here. If you're already a member, please log in. View our stock and mutual fund course catalogs below.
Learn the essentials of building an investment portfolio: how to set goals, gauge your risk, set your asset allocation, and choose investments.
Your Credits Courses
101: Steps to a Suitable Portfolio

102: Determining Your Goals and What They'll Cost

103: How Much Risk Can You Tolerate?

104: Building Your Emergency Fund

105: Determining Your Asset Mix

106: Core vs. Noncore Investments

107: A Simple Portfolio

108: Creating Your Investment Policy Statement

109: How Many Investments Should You Have?

110: Avoiding Overlap When Building a Portfolio

Different goals present different challenges and options. Understand the ins and outs of each.
Your Credits Courses
201: How to Juggle Different Investment Goals

202: 401(k) Plans

203: 403(b) Plans

204: Individual Retirement Accounts

205: The Best Investments for Tax-Deferred Accounts

206: The Best Investments for Taxable Accounts

207: Investing in Your Company's Stock

208: How to Invest for Short-Term Goals

209: How to Invest for Intermediate-Term Goals

210: How to Invest for College

You've already built your portfolio. Find out how to monitor it, when to modify it, and how to withdraw from it.
Your Credits Courses
301: How to Monitor Your Portfolio, Part 1

302: How to Monitor Your Portfolio, Part 2

303: When to Sell an Investment

304: Strategies for Selling

305: Rebalancing Your Portfolio

306: Getting More Aggressive

307: Getting More Conservative

308: Adding Mutual Funds to a Stock Portfolio

309: Adding Stocks to a Fund Portfolio

310: How to Withdraw from Your Portfolio in Retirement

Mutual funds and stocks anchor your portfolio. Discover what other types of investments can add to your mix.
Your Credits Courses
401: Variable Annuities

402: Closed-End Funds, Hedge Funds, and UITs

403: Exchange-Traded Funds

404: Using Sector Funds in a Portfolio

405: Investing in IPOs

406: Gold's Role in a Portfolio

407: Real Estate's Role in a Portfolio

408: Futures and Options

409: Short Selling

410: Income Alternatives for Retirees

Impress your friends--and improve your portfolio--with your knowledge of investment theory and ongoing investment debates.
Your Credits Courses
501: Why Bother with Investment Theory?

502: Efficient Market Theory

503: Modern Portfolio Theory

504: Asset Allocation Is "It"

505: Diversifying with Foreign Stocks

506: Value: The "Better" Approach?

507: Measuring Mutual Fund Manager Skill

508: The Small-Company Advantage: Fact or Fiction?

509: Dividends

510: Behavioral Finance

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