Fundamentals of Investing Review

The overview and rankings

What is Fundamentals of Investing about?

As the name implies, Fundamentals of Investing is an online course that teaches you all the fundamentals of investing.

It’s a beginner-friendly course primarily aimed at beginners who want to understand the concept of investing better. 

In addition, this course is offered by Udemy. Udemy is one of the most reputable and reliable online education platforms for those who don't know. Thus, you can guarantee this course is real and legit.

Check out this 7-minute video to know more about this course... 

Let us then know who started this all...

Who is Tanuja Yadav?

Tanuja Yadav is the creator and instructor of the course. According to her Udemy profile, she is a certified Chartered Financial Analyst. 

Tanuja also claims in her profile that she has extensive experience in finance and accounting outsourcing and has worked on different projects. 

According to Tanuja, she has 17 years of experience in finance and accounting practice and process improvement, handling end-to-end finance and accounting processes, and finance and accounting delivery.

She specializes in fraud risk assessment, SOX testing, solution development, fixed asset and project accounting, reconciliation, FinTech, and more.

As of today, Tanuja has offered 14 courses on Udemy. She also has more than 30,431 students.

How does Fundamentals of Investing Work?

The Fundamentals of Investing course is an online training program that will teach you the basics of investing.

This online training program will teach you the basics of investing, including choosing stocks, bonds, and mutual funds. You'll also learn about risk management and portfolio diversification. 

In addition, the course will cover essential topics such as taxes and investment strategies. By the time you finish the course, you'll have a solid understanding of the basics of investing. 

In addition, this course is beginner friendly. You don’t need any prior investment knowledge to take this course.

However, Tanuja recommends this course for anyone planning to start a career in banking or finance or people who want to handle their investments.

This course also benefits people who want to understand the jargon of investing. 

Inside Fundamentals of Investing

The Fundamentals of Investing Course is relatively short compared to other online investing courses. You will only need 2 hours and 9 minutes to finish the content.

In addition, the course only contains two modules and 13 lessons. Thus, you can probably finish this course in one day. 

Module 1: Let's Start Investing

The course's first module is titled “Let’s Start Investing.” However, you should not fall for it because you won’t invest any time soon.

In this module, you will simply learn a couple of lessons. The first lesson is the introduction. It’s a 1-minute video that simply offers a preview of what you should expect in that module. 

Once you’re done watching the introduction, you can proceed with the next lesson to start learning. 

The second lesson is called Investment Basics. It’s a 7-minute video that will offer you an introduction to financial markets. 

The third lesson is called the Golden Rules of Investing. It’s a 12-minute video about the golden rules you must follow as you begin your investing journey. 

The fourth lesson is called Investment Plan. It’s a 15-minute video that will help you understand the basic content of an investment plan. In this module, you’ll also learn how to create financial goals. 

The fifth lesson is called Investment Types. In this 10-minute video, Tanuja will explain the basic types of investments. She will also teach you the risk and return categories of each type.

The sixth lesson is called Risk Profile. It’s a 5-minute video that will teach you how to determine your ability to take investment risks.

The seventh lesson is called Asset Mix. It’s a 10-minute video that shows you how to determine your best asset mix. 

The eighth lesson is called Writing up your Investment Plan. As the name implies, this 17-minute video will teach you how to create your investment plan from scratch. 

Overall, the first module contains eight lessons; you will need at least 1 hour and 19 minutes to finish it.

Module 2: Learn more about investment evaluation

The second module of the course is called Learn More About Investment Evaluation. This module contains five lessons; you will need at least 51 minutes to finish them.

The first lesson is called Stock Selection Demo. It’s a 16-minute video that shows you a demo of how to choose stocks correctly. In addition, you’ll also learn the basic criterion that you need to meet to select stocks. 

The second lesson is called Selecting Mutual Funds Demo. Another demo video shows you how to choose mutual funds for investments. It’s a 10-minute video that will also provide you with the basic criterion you need to assess before you invest in any mutual fund.

The third lesson is called Portfolio Construction. As the name suggests, this lesson will teach you how to construct your portfolio correctly. It’s a 10-minute video. 

The fourth lesson is called Risk Management for Individuals. It’s a 13-minute video that teaches you how to manage investing risks. This is one of the most critical lessons in the course. Thus, you should not skip it.

The fifth lesson is simply a bonus lesson. It contains coupon codes that discount Tanuja’s other courses in Udemy. In addition, this bonus lesson will also give you access to her free courses. 

So, technically, module 2 only contains four lessons.

Check out this 12-minute video that gives you a glimpse on this course...

How to Join Fundamentals of Investing

Now that you know what’s inside the course, you’re probably interested in joining this training program. Luckily, it is offered on Udemy. Thus, joining this course is relatively easy.

First, you need to visit Udemy.com. Once you’re on the homepage of Udemy, click on the search bar at the top of the page, type in “Fundamentals of Investing,” and hit enter.

Once that is done, it should direct you to the results page, and the first result should be the course you’re looking for. The title should be identical. If so, click on that link.

Once you’re on the course’s page, you’ll see a button on the right that says “Buy Now.” Click that button, type in your payment information, and you’re ready.

Fundamentals of Investing Cost to Join

The cost to join this training program is $19.99. However, Udemy regularly offers a course discount that lasts only several hours.

Thus, check this course regularly to see if it’s discounted. Today, Udemy offers 25% off, making the price $14.99.

Fundamentals of Investing reviews online

Fundamentals of Investing is an investing course that teaches you all there is to know about Investing and how you can use it to and earn money in the future through stocks.

But is it any good?

The only way to know this is to read reviews from people who have tried it by themselves...

Common Positive Fundamentals of Investing reviews

• It's great resource for new investors
• Very helpful course for novice individual investors
• The notes are great touch

The following comments below are the common positive reviews you’ll find online:

• “Having done some really basic investing thus far, some of the content was a bit redundant. However, there are some jewels in the first half of the videos. I had to sift through it a bit and find new information but it is a great resource for new investors and even those who have not yet begun investing.”
• “Very helpful course for novice individual investors/ retail investors. Also, it is helpful to understand how a fund manager/ broker works. I felt more comfortable talking about investments after learning what to look for and confirmation of known pitfalls. North Americans sometimes have trouble with Indian accents. Her accent was fine for me. I got used to it quickly enough and understood her points without rewinding.”
• “I like the amount of detail that you talked about where and how to invest, along with different ways that you invest. Aligning your goals and risks depending on your investing type works. It's a good head-start to the interesting world of business! The notes are a great touch, so I can focus on listening instead. Keep it up, Ms. Tanuja!”

Common Negative Fundamentals of Investing reviews

• Charts should be clearer
• This course is just advices
• Waste of time and money

And here are the best negative reviews I seen:

• “So far, it’s common sense. People should already know this. I am looking to learn how to earn charts for companies. The stock selection Demo alone is worth watching the lecture. I just wish the chart was clearer and the explanation of the chart was slower.”
• “From what I've seen so far, this course should be called "advice before you invest", I am looking for investment basics (e.g., what are equities, annuities, the types of accounts, etc). Thanks!”
• “I felt that this was a waste of time and money. So very basic. It is what I knew in 9th grade. Key points: don't put all your eggs in one basket? Really? Avoid scams. Don't borrow money to invest. Extremely basic learn more from google search. Don't pay for this course, it was vague and not full of any info that a jr. high students would know. A waste of time and money 10.00 for ten minutes. Use google or watch Bloomberg. I do not advise anyone to take this course. Use YouTube.”

Is Fundamentals of Investing a scam?

Fundamentals of Investing is not a scam. It’s an actual course that contains valuable information. Once you pay the price, you’ll get access to the course’s content immediately.

Note that Udemy offers this course. Udemy does not allow scammers to sell courses on their platform. So, every course you find on Udemy is legit.

Fundamentals of Investing Pros

Here are some of the best things that I discovered when reviewing Fundamentals of Investing...

#1 Understand the basics of investing

This course will teach you the basics of investing, including how to choose investments, how to monitor your portfolio, and how to reduce risk.

In addition, the course will also help you understand the different types of investment vehicles, such as stocks, bonds, and mutual funds.

#2 Get a certificate of completion

Once you finish the course, you can get a certificate of completion. This certificate can be pretty valuable when applying for a job relevant to this course.

#3 It's beginner-friendly

If you’ve zero knowledge about investing, this course is for you. You don’t need any prior knowledge. It’s made for beginners.  

Fundamentals of Investing Cons

And here are some of the things I find off in Fundalementals of Investing... So take note of these...

#1 You can find all lessons online

You don't need this course if you know how to use Google. You can find all information in this course on Google and YouTube for free.

#2 It's outdated

This course is quite old. According to its page, it was last updated in 2016. Thus, the content of this course is also outdated. 

#3 It's very short

Two hours is short if you want to learn the basics of investing. You need to know tons of fundamentals, and 2 hours won’t be enough for them.

My opinion - Investing Success

I don’t recommend this course. Even though it’s pretty cheap, it is still not worth it. Aside from the fact that you can find its content online for free, it’s also outdated.

If you do your own research, you can find updated and new information online. It’s not that hard since tons of resources are available today for free. 

How I make passive income online

Trading for Beginners - Entry Level Review

The overview and rankings

What is Trading for Beginners about?

Trading for Beginners – Entry Level is an online course that you can find on Udemy. Tyler Krol is the creator of this course.

According to its page, Trading for beginners helps people with zero knowledge about trading to understand more about trades.

This course claims to teach you why trades occur, how to analyze the markets, understand the language of trading, and know the market mechanics. 

To make things simple, this course is simply an introductory course to trading. It’s best for people who don’t know anything about trading and want to start their journey on the right path.

One thing to note is that this course is only the Entry Level. If you know the basics of trading and want to proceed to another level, Tyler Krol also offers Intermediate Level on Udemy.

Who is Tyler Krol?

Tyler Kroll is one of the many instructors on Udemy. According to his Udemy profile, he is a biochemical engineer who has worked for Fortune 50 biotechnology companies in several industries.

So, how does this connect to trading? Well, biochemical engineers often work with numbers and science. According to Tyler, he loves numbers and science, which led him to trade. 

Since 2006, Tyler has been involved in the financial markets. This means he has more than 16 years of experience in trading. 

In addition to that, Tyler also claims he likes to develop algorithms and indicator scripts. 

As of today, Tyler Krol has 44,752 students on Udemy. He also offers two courses on the platform. The first is the Entry Level trading course, and the second is the Intermediate Level trading course.

How does Trading for Beginners Work?

Trading for Beginners works just like any other course on Udemy. First, you enroll in the course. Then, once you’re good to you, you will get access to videos that you can watch at your pace.

Since this course is for beginners, it does not require students to have prior knowledge of markets, financial analysis, or trading. This course will begin with the basics and work your way up to the next level.

In addition, the course also recommends you bring paper and a pen in case you want to jot down some notes. However, it isn’t required.

Also, since you get lifetime access to this course, you can rewatch the videos to refresh your knowledge.

Inside Trading for Beginners

Knowing what this course is about and how it works, you probably are interested in learning what’s inside it.

Well, Trading for Beginners – Entry Level contains nine sections. Each section is divided into several lessons. You will also need at least 1 hour and 15 minutes to finish the course. 

Section 1: Disclaimer

The first section of the course is simply a Disclaimer and a Risk Disclosure statement. Tyler recommends that you watch this section thoroughly and read its content.

According to him, it’s incredibly crucial you don’t skip this section. Section one contains 1 lesson, and you’ll need at least 2 minutes to finish it.

Section 2: Course Overview

The second section of the course is an overview of the entire program. In this section, Tyler will give a brief overview of the course.

The second section of the course only contains 1 lesson, and you will only need at least 1 minute to finish it.

Section 3: Market Basics

This is where the real learning starts. In section three, Tyler will teach you everything you need to know about the market.

This section contains two lessons. The first lesson is about the marketplace. You will learn what the marketplace is all about. It will also give you the tools to know the basics of each market transaction. The second lesson is about market participants. 

You will need at least 11 minutes to complete this section.

Section 4: Market Data and Terminology

The fourth section of the course will teach you all about market terminology and market data. This section contains three lessons: limit order, market order, and bid/ask prices.

In this section, Tyler will share with you the basics of the language of the markets. He will explain the Spread, Ask Price, and Bid Price. 

Furthermore, Tyler will also teach you the two most basic orders. This includes the Market Order and the Limit Order.

You will need at least 17 minutes to finish this section.

Section 4: Charting Basics

In section four, Tyler will share with you the basics of charting. This section only contains one lesson titled “types of charts.”

As the name suggests, you will learn the different types of charts in this lesson. This is an essential section since charts are ideal methods to visualize the market.

Tyler will teach you how to build charts and why you should use them. Tyler will also provide many examples you can use in the future.

You’ll need at least 8 minutes to finish this course.

Section 5: Analyzing the Market

The fifth section of the course is about Analyzing the Market. In this section, you will learn two lessons. This includes technical analysis and fundamental analysis. 

However, Tyler will only share an overview of these lessons since he will cover them in the following two sections. 

You will need at least 16 minutes to finish this section.

Section 6: Fundamental Analysis

Now that you’ve got an overview of Fundamental Analysis in section five, section six will further explain what fundamental analysis is.

Section six only contains one lesson called the “Economic Calendar.” You will need at least 4 minutes to finish this lesson.

Section 7: Technical Analysis

Now that you’ve got an overview of Technical Analysis in section five, section seven will further explain the technical analysis.

This section contains three lessons. Tyler will teach you more about indicators, distribution, and consolidation in this section. 

You will need at least 15 minutes to finish this section.

Section 8: Course Recap

Section eight is the final section of the course and simply a recap of the whole program. 

Aside from the recap video, you can also get a bonus lecture that will offer you a discount coupon for Tyler’s next course, Trading for Beginners – Intermediate Level.

In addition, this section also has a quiz that will test your knowledge about trading. It contains seven questions. All questions are related to all the lessons from this course. 

How to Join Trading for Beginners

Unfortunately, joining this course is a bit difficult. This is because when you search the course title on Udemy, the results won’t give you the correct program. 

Thus, if you want to join this course, you should avoid searching for it on Udemy. The best way to find this course is through Google search.

All you’ve got to do is type in “Trading for Beginners – Entry Level Tyler Krol” on Google’s search bar and enter.

Then, once you’re on the homepage, click the result that matches your query. It should be from Udemy.com, and it should have the same title. 

After clicking it, you should see a button that says “Enroll Now.” Click that button, and you’re good to go.

Trading for Beginners Cost to Join

The cost to join the Trading for Beginners course is $0. Yes, you’ve read it right. This is a free course on Udemy. You don’t need to spend money on it. All you need is a Udemy account.

Trading for Beginners reviews online

Trading for beginners is a trading course that teaches you all there is to know about Investing and how you can use it to and earn money in the future through stocks.

But is it any good?

The only way to know this is to read reviews from people who have tried it by themselves...

Common Positive Trading for Beginners reviews

• Information seems real.
• Excellent introduction to markets and trading.
• Pretty comprehensive.

The following comments below are the common positive reviews you’ll find online:

• “So far, the information seems real, and although it is basic, it still feels correct, useful, and legit. That is, it really feels that I'm learning real useful information that makes sense, and although it is basic, it is useful to broadly understand the subject in its basic form. I find it useful and constructive.”
• “This course is an excellent introduction to markets and trading. It offers clear and concise explanations of the basic concepts that underlie how markets operate and how trading is conducted. This is done through the use of informative and engaging graphics employed throughout the lectures, which augment the winsome manner in which the instructor presents the material.”

• “This is pretty comprehensive for beginners but most valuable. It's better when you read it in the context of a specific security. That’s when I understand the concepts of Fundamental Analysis, Indicators, etc.”

Common Negative Trading for Beginners reviews

• This course is a waste of time.
• It feels tedious to watch the videos.
• Small amount of knowledge in the slides.

And here are the best negative reviews I seen:

• “I am extremely sorry to say that this course is an absolute waste of time because it is full of theory. No practical knowledge at all. No hands-on experience at all. Why would you include 14 lectures and intend to give no specific knowledge and generalize everything? Personally, I gained nothing from this course. Again, opinions may differ from person to person. I tried to present my honest and true feedback. There is nothing against the author of this course, and I hope you will respect my unbiased reviews.”
• “I get that they're trying to go slow for those who don't know anything about trading, but so far, it feels tedious to watch the videos. I have to constantly bring myself to focus again and rewind.”
• “I feel the course takes so much time to leave a small amount of knowledge in the slides. The pace is slow and therefore takes a big amount of time for a relatively small amount of information.”

Is Trading for Beginners a scam?

The answer is no. It is not a scam. It does not cost anything. So, how can you call it a scam when you can get it for free? It’s only up to you if you want to invest your time in it.

However, it will only take you 1 hour and 15 minutes to finish the entire course. So, it’s still worth considering it. 

Trading for Beginners Pros

Here are some of the best things that I discovered when reviewing Trading for Beginners...

#1 Tyler Krol is an expert in trading

According to Tyler, he’s been in the trading industry since 2006. Assuming this is true, he has at least 16 years of experience in trading. This is extremely important as an instructor since you’re also sharing your experiences in your lessons.

#2 It's Free

This is perhaps the most significant benefit of the course. It doesn’t cost anything. You can get it for free.

#3 It's Beginner-Friendly

Another advantage of this course is that it’s created for beginners. So, if you don’t know anything about trading, you’ll find this course helpful.

Trading for Beginners Cons

And here are some of the things I find off in Trading for Beginners.. So take note of these...

#1 It's just an Introduction to his next course

This course is simply a setup for you to enroll in his Intermediate Level course. When you finish this program, you’ll probably want to learn more.

That is why Tyler offers a discount for his next program at the end of this course.

#2 It's quite short

Learning to trade is not that simple. I think 1 hour and 15 minutes is not enough to understand the trading basics.

#3 Free courses don't offer other features

When you get this course for free, you’ll only gain access to its video content. This means you will not get a certificate or a chance to ask the instructor questions.

My opinion - Trading for Beginners

This course can benefit people who need to gain knowledge about trading. One of the biggest benefits for me is the price. It’s completely free.

With this course, you can start your trading journey and see if it’s really for you without investing money. 

On the other hand, if you’re already knowledgeable about trading, I suggest you skip this course and look for other programs online. 

How I make passive income online

Morningstar Review

The overview and rankings

What is Morningstar about?

If you’re trying to learn more about investing, you probably have heard of Morningstar. This company is well-known for offering ratings on mutual funds that are heavily relied on and widely respected throughout the industry.

Morningstar is an investment research company. It was founded in 1984 and is based in Chicago. According to experts, Morningstar is one of the most influential companies in investing. 

It offers ratings, tools, and other information to help investors make more informed decisions.

Check out this 3-minute video to know more about this course... 

Let us then know who started this all...

Who is Joseph Mansueto?

Joseph Daniel Mansueto is an American billionaire entrepreneur. He was born on September 3, 1956. He’s also the executive chairman, majority owner, and founder of Morningstar.

In addition to that, Joseph is also the owner of Chicago Fire FC, a Major League Soccer club.

Joseph founded Morningstar in 1984 out of his home. During this time, Joseph only had $80,000 as the capital for his business. In May 2005, Morningstar went public.

How does Morningstar Work?

Morningstar offers ratings and analysis of individual securities. This includes ETFs, bonds, and stocks. However, it primarily focuses on mutual funds.

The service will mainly benefit buy-and-hold and long-term investors. This is particularly true if they prefer investing with mutual funds.

Morningstar also offers a subscription service called Morningstar Investor. This will offer investors access to full details on different types of investments.

Also, it will offer ratings on mutual funds to help you choose the ones that will work best in your portfolio.

Inside Morningstar

According to Morningstar, they view investment ideas as simply a single part of the financial picture of an investor. Because of this, they provide resources such as portfolio optimization tools that can help investors make their lives easier.

Once you sign up for Morningstar Premium, you’ll get access to its portfolio tools, fund screeners, proprietary rating data, objective analyst reports, and top investment picks.

Educational Resources

Morningstar offers worksheets to help with your complete financial picture. These worksheets include a net worth worksheet, goal planning worksheet, budget worksheet, and more.

In addition to that, they also offer the “Morningstar Investing Classroom”. It’s a self-study educational platform that will teach you more about investing.

Article Archive

Morningstar subscription service provides a range of planning tools. This includes saving for college, retirement savings, personal finance, and tax planning.

Within each of these topics, Morningstar hosts a variety of educational articles that can help you with your planning process.

Screeners

While it also provides screeners for ETFs and stocks, the “Basic Fund Screener” is a special tool that allows people to filter mutual funds by category, rating, or performance.

With this, people can easily determine funds that best fit their style of investing.

Similar Funds

One of the most successful approaches to lowering your capital gains tax is through Tax loss harvesting. 

The Similar Funds feature of Morningstar helps people look for mutual funds that are the same as their target funds. This enables them to easily look for replacement funds and lower their yearly taxes.

For many investors, this tool alone easily pays for the cost of the subscription service.

Portfolio X-ray

After you have set up your portfolio in Morningstar, this tool assesses your asset allocation and investment mix to reveal any underweight areas or concentrated positions. 

A lot of investors spend a huge amount of money on financial advisors to get insights like this. However, you can get this if you simply subscribe to Morningstar’s subscription service.

Portfolio Manager

This tool provides you the opportunity to monitor your investments, create watchlists of possible opportunities, assess your portfolio strategy, and much more.

This is also the reason why a lot of professional investors rank Morningstar as the best stock portfolio tracker online.

Fund Analysis and Best Investments

If you’re an investor, you are probably always looking for the best investment opportunities out there.

Luckily, Morningstar can help you if you’re having a hard time looking for the best starter funds, target-date funds, index funds, bond funds, bonds, ETFs, stocks, and funds.

The Best Investments section compiles the best investment ideas from the independent analysts of Morningstar. 

This enables people to sort by categories such as Portfolio Builders, Undervalued, Income and Retirement, Type, and Featured.

Analyst Reports

Morningstar is one of the investment platforms online that offers in-depth, data-driven, and objective reports and analyses on a certain investment.

Every report that you find in Morningstar is extremely thorough and comprehensive. The Full Analysis of Morningstar will offer you every single thing about the company’s condition and where it’s likely to go down the line.

Check out this 2-minute and 30 second video that gives you a glimpse on this course...

How to Join Morningstar?

Joining Morningstar is quite easy. First, you need to visit their website, which is “Morningstar.com”. Then, once you’re on the homepage of their website, you’ll find a button in the upper right corner that says “Get 7 Days Free”. Click that button.

Once you click the button, it will direct you to the Subscription Service page of Morningstar. You’ll find a button that says “Start Free Trial”. Click on that. 

Then, you’ll need to create an account using your email. You’ll also have to choose your payment plan and payment option. Once you’re done, you are good to go.

Morningstar cost to join

Keep in mind that any person can use the free version of Morningstar. This version usually includes a couple of useful pieces of information. However, it’s not that useful compared to the paid version.

The paid membership of Morningstar offers you tools to track your portfolio, evaluate current investments, and hone your investment skills.

The cost of joining Morningstar is $34.95 a month. This means you’ll pay $419.4 per year. However, you can save money if you choose the yearly plan. The yearly plan only costs $249 per year. That is around 41% of savings compared to the monthly plan.

You can also take advantage of the 7-day free trial of Morningstar Premium if you want to test it out before you pay anything. If you don’t like the service, you can cancel your account before the trial ends.

Morningstar reviews online

Morningstar is an online course that teaches you all there is to know about investing and how you can use it invest your money in the future.

But is it any good?

The only way to know this is to read reviews from people who have tried it by themselves...

Common positive Morningstar reviews

• Incredible amount of data on the platform
• Well-understood methodology
• Ability to create investment portfolios

The following comments below are the common positive reviews you’ll find online:

• “There's an incredible amount of data on the platform, you will get everything you need. The research team in Morningstar also publishes great articles.”
• “Morningstar's large database of mutual fund, ETF, and equity data. Holdings-based and performance data, well-understood methodology for classifying funds across growth/value, and various other categories. Presentation studio is also a great tool for creating investment collateral such as factsheets and nice-looking reports.”
• “Clean interface and easy to navigate. I also loved the ability to create investment portfolios and backtest their performance. At the time of my use, backtesting was only available in Morningstar Direct. This gives you more confidence in your portfolio and allows you to test different allocations for your portfolio.”

Common negative Morningstar reviews

• Looping process
• It is useless
• Difficult to cancel subscription

And here are the best negative reviews I seen:

• “I've tried everything to login and pay for a premium subscription but it just takes all the details and then loops back to the start of the whole process. Have contacted Morning Star, no response. Very poor.”
• “Do not use this service, it is useless. I paid for a premium membership but none of the tools worked and wasted my money. I sent several emails complaining but nothing was done. They offered me a one-month complimentary extension to my premium account as compensation but that did not work either.”
• DO NOT SUBSCRIBE - They are one of those companies that make it as difficult as possible to cancel your subscription - they have conflicting information across the US and UK websites, which seem to be different - it’s so anti-customer in this day and age it’s verging on criminal. I wish I'd read the other reviews on here that say exactly the same thing”

Is Morningstar a scam?

The simple answer is no. Morningstar is not a scam. It’s one of the most useful investment platforms out there. A lot of professional and experienced investors use Morningstar to track and monitor their portfolios.

Morningstar has also been operating for a lot of years. So, you can guarantee that it isn’t a scam. Once you pay the fee, you’ll get access to everything.

Morningstar pros

Here are some of the best things that I discovered when reviewing Morningstar...

#1 Thorough

The details contained in the course lessons are thorough yet concise. When you compare them to other investment courses, the lessons in Morningstar courses clearly cover everything you need to know about investing.

You will learn basic investing principles and investing lingo. This will help you have a solid foundation upon which to build investing skills and knowledge.

#2 7-day free trial

Another excellent benefit of Morningstar is its 7-day free trial. Unlike other platforms out there, the free trial of Morningstar will provide access to all of its features and tools.

If you don’t like Morningstar, you can simply cancel the free trial to avoid paying the monthly or yearly fee.

#3 Variety of courses

When you go to the Education page of Morningstar, you’ll find a variety of courses that tackles different topics, from stock investing to ETFs. 

With this, you can simply browse this page if you’re looking to learn a particular topic about investing.

Morningstar cons

And here are some of the things I find off in Morningstar. So take note of these...

#1 Lessons are too closely aligned with their services

When you read all the lessons offered by Morningstar, you’ll notice that they are too closely aligned with their services.

The information that you see is biased toward the analytical tools offered by the company. This means that if you want to apply what you’ve learned, you’ll need their tools.

#2 Hard to determine where to start and where to proceed

Don’t know where to start? Well, unfortunately, Morningstar won’t be useful with that. You’re on your own when it comes to learning. You’ll have to find which lessons fit your needs and where to proceed once you’re done.

Morningstar will simply give you the lesson and you’re good to go.

#3 Everything is text

Do you hate reading? If so, Morningstar isn’t for you. Every lesson is text. You won’t find any video or audio lessons. You’ve got to read everything to learn.  

So, if you’re a person who prefers learning through watching videos, you might want to look for other courses because Morningstar courses are complete texts.

My opinion - Morningstar

The tools and courses offered by Morningstar are for long-term investors. So, if you’re a swing trader or day trader, then Morningstar isn’t for you. 

Also, if you’re looking to learn more about investing in futures, forex, or options, Morningstar is not your best bet because it mainly focuses on Funds, ETFs, and stocks.

That is why it’s best to take advantage of Morningstar’s 7-day free trial to determine if it is really for you.

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