The Morningstar Workshop Series offers hands-on training to help you fine-tune your investment knowledge. From stock valuation to investing in options - pick the session that's right for you and your investing goals.

Stock Valuation
Monday May 17, 2010
9:00 am - 12:00 pm

Presenter: Brett Horn, associate director of equity research

Learn how to value stocks like a Morningstar analyst. This hands-on training session will provide an overview of what stock valuation entails and cover discounted cash flow analysis, weighted average cost of capital, financial statement forecasting, and hands-on examples. Any investor who is actively managing his or her portfolio and would like additional tools to make smart investment decisions will benefit from this intensive workshop.

Options: Novice
Monday May 24, 2010
9:00 am - 12:00 pm

Presenters: Philip Guziec, CFA, derivatives investing strategist, editor, OptionInvestor; Erik Kobayashi-Solomon, co-editor, OptionInvestor

Our three-hour workshop will help you develop a clear and intuitive understanding of how options work and how they can best be used by investors. During this introductory tour of the options world we will delve into option basics using plain English, show you how to make sense of option quotes, and review the variables that affect option pricing. Plus, you'll get an inside look at Morningstar's unique way of visualizing and valuing options and learn how to make the most of Morningstar's quote screens.

Options: Advanced
Monday May 24, 2010
1:00 pm - 4:00 pm

Presenters: Philip Guziec, CFA, derivatives investing strategist, editor, OptionInvestor; Erik Kobayashi-Solomon, co-editor, OptionInvestor

Developed for the seasoned option investor, this three-hour workshop will show you how to identify investment opportunities based on a stock's fundamental fair value and its option volatility. We'll take a detailed look at how to express bullish, bearish, and neutral investment opinions using options - both in theory and in practice -- plus learn to recognize and avoid common pitfalls. We'll put it all together and talk about points to consider when constructing and managing an options portfolio.