Morningstar Principia Presentations & Education ® ® A modern communication library with classic, time-tested investment concepts and strategies. Morningstar Principia is one of the most widely used resources in the financial planning industry. The Principia Presentations & Education module is an unmatched advisor resource for client communication and education. It provides advisors with everything needed to explain investment concepts and make the case for recommendations. The communication library features 20 Microsoft® PowerPoint® presentations, with more than 250 slides, along with 10 ready-to-distribute brochures. Advisors can personalize presentations with their own names or company logos, and all presentations and brochures are FINRA-reviewed and are based on year-end 2007 data. The library also includes in-depth investment white papers that cover important research topics and a Web-based asset allocation course that can be completed for continuing education credits. PowerPoint presentations Investing in Commodities Investing in Emerging Markets Downturns and Recoveries Exchange-Traded Funds Global Investing Growth and Value Investing Investing for Retirement Long-Term Investment Performance Mutual Fund Investing Portfolio Diversification Portfolio Performance Principles of Investing Real Estate Investing (July 2008) Retirement Income (winner of the 2007 Retirement Income Communications Award, New Media Category) Risk and Volatility The Role of Immediate Annuities in Retirement Sector Investing Stocks and Bonds Taxes and Investment Performance Understanding Deferred Annuities The 2008 version is available now—content additions ship in July 2008 and October 2008. $550 8 Communication