Morningstar offers Patron Training October 9, 2009
Posted by virtualnotes in Training - Patrons.Tags: investments, Morningstar, Personal finance
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Christine Benz, Director of Personal Finance at Morningstar, will present “Rebalance Your Portfolio for 2010 in Just 30 Minutes.” The webinar will take place on December 16th, at 1pm Pacific Time. Attached is a poster – Morningstar Webinar with more information. Feel free to use it to promote the session within your library. Attendees can register by sending an e-mail with your library’s name to librarytraining@morningstar.com. Please let me know if you have questions or need anything else.
MorningStar Patron Online Training June 29, 2009
Posted by virtualnotes in Training - Patrons.Tags: database training, Morningstar
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On September 30, Morningstar will host another online patron training class. Attached is a PDF promoting the session. Please feel free to use the flyer to hand out to your patons.
Morningstar – September Online Training Session MorningstarSept
Patron Training Ideas from Orange County – From Morningstar June 22, 2009
Posted by virtualnotes in Databases - Updates, Training - Patrons, Uncategorized.Tags: investments, Morningstar, program ideas
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From Morningstar Library Notes:
Many libraries took part in our first virtual patron training session earlier this year. In an attempt to help provide you with some marketing ideas for the next patron training session in September, I talked with longtime client Orange County Library System, which is located in the Orlando, Fla., area, which took part in the first session.
Through various marketing activities, Orange County had an excellent number of registered patrons for our virtual tour. Librarians such as Jane Tracy put a lot of work into getting the word out. Tracy remarked, “As a librarian with a strong interest in the Morningstar Investment Research Center I was thrilled to offer patrons the opportunity for training directly from Morningstar.”
The librarians’ enthusiasm paid dividends in the form of registered patrons. A brief list of marketing efforts by OCLS includes:
The Business Team partnered with IT staff to market the event to online customers, specifically targeting those interested in business and investment.
OCLS posted an ad on its Twitter account: Improve Your Finances! Sign up for the free Morningstar Personal Finance Web Training, April 29, 4 p.m.
April’s Web site promotion featured Morningstar Live Web Training in the News box in the center of the OCLS home page, http://www.ocls.info.
The Web training was also listed on the Advanced Classes/Programs Calendar and highlighted on the database description page.
The Community Relations Department put an ad in the OCLS eNewsletter, and our Computer Resource staff promoted the event in the electronic Tech Newsletter.
Library branch staff used Morningstar personalized posters to create bookmarks and flyers to promote the event at branches.
IT staff sent out 630 e-mails promoting the event to people who dropped off business cards at library promotional tables at business conferences.
E-mails were also sent to customers who recently checked out materials on investing.
Questline, the library’s call center, promoted the event directly to customers throughout the month of April.
Whether your library is big or small, there are a number of ways you can promote events, classes, and training. Hopefully, you can incorporate some of these ideas and come up with similar creative ways to spread the word about training classes in the future.
Visit the Client Site (http://library.morningstar.com/tracking) for posters, table tents, training announcements, and more.
If you would like further marketing ideas or material to help promote Morningstar Investment Research Center at your library, please do not hesitate to contact us at libraryservices@morningstar.com.
The next patron online training session is Wednesday, Sept. 30, 2009, at 3 p.m. Central Time (1pm Pacific Time). Any patron can sign up by simply sending an e-mail to librarytraining@morningstar.com. The session will be similar to April’s session, with audio by phone and online viewing. The signup link is also available on The Librarian’s Brain starting June 22, 2009.
Morningstar Online Training Program for Patrons. March 13, 2009
Posted by virtualnotes in Training - Patrons.Tags: investments, Morningstar, mutual funds, stocks, training workshops
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We are offering patrons an online training session with Morningstar Online to be held on Wednesday, April 29th, at 1pm.
Patrons can use their own computers at home to access this training session.
Attached are promotion cards in which you can hand out to your patrons to advertise this online program.
Morningstar training for patrons February 6, 2009
Posted by virtualnotes in Training - Patrons.Tags: investments, Morningstar, online program
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Morningstar is offering an online training session for patrons on April 29th at 1pm PT. They can access the session from any computer connected to the Internet and have a telephone for the audio. Attached is a flyer in which you are welcome to handout to your patrons who might be interested. Morningstar Patron Training flyer
Morningstar Investment Online Training for Patrons January 21, 2009
Posted by virtualnotes in Training.Tags: Morningstar, mutual funds, patron training
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Patrons can sign up for a Virtual Tour of Morningstar Investment Research Center They can conveniently access the training session from any location (except the library unless you set it up in a conference room for them) with a phone and Internet connection.
On Wednesday, April 29th, at 1pm, they will discover how to use this valuable database to search for stocks, mutual funds, and ETFs. Learn how to evaluate retirement and portfolio holdings. Get independent analysis reports, helpful articles and industry commentary to help you make sense of this challenging market.
To register, patrons can visit Morningstar Investment Research Center ( from the Library’s website select Databases A-Z, select Morningstar Research Center in the alphabetical list) and go to the ‘Help & Education’ page. You will find a link in the lower right corner, under the heading, ‘Live Patron Web Training’. Simply click on it and be sure to mention Las Vegas - Clark County Library with your e-mail.
This notice will also appear on the Librarian’s Brain in early April.
Database Update – Morningstar Library Edition Is now Morningstar Investment Research Center. March 17, 2008
Posted by virtualnotes in Databases, Databases - Updates.Tags: Morningstar
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The name change also includes a new interface to the database. It has not only mutual funds – but it also has stock research and options data. It provides industry-level information and analysis and stresses investment education.
