The Investing Classroom™ is our solution to generating more educated investors. Users of this powerful financial education platform consistently demonstrate significant improvement in their financial knowledge, attitudes, and behaviors, leading to more confident and engaged investors.
WORKS WITH ALL LEARNING STYLES
MOBILE RESPONSIVE DESIGN
FINRA COMPLIANT CONTENT
FINRA compliant content organized in 7 topics and up to 5 levels.
Users can access financial education anywhere, anytime from any device.
Education library covering the basics of financial education and investing.
© Financial Fitness Group, brought to you by iGrad LLC. All Rights Reserved. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.
EMPOWERING & ENGAGING CLIENTS TO INVEST CONFIDENTLY
CUSTOMIZABLE
Customized to your brand for a holistic user experience.
The Investing Classroom empowers financial service firms and advisors to Attract, Build, and Cultivate deeper relationships with their clients. Built on proven academic and organizational research, our solution has demonstrated its ability to help participants of all backgrounds improve their financial wellness for over a decade. An educated investor is a better client.
API INTEGRATION OPTIONS
MOBILE RESPONSIVE DESIGN
SECURE SIGN IN (SSO)
PERSONALIZED LEARNING PLAN
ROBUST PROGRESS TRACKING OPTIONS
BUSINESS ANALYTICS & REPORTS
A snapshot of user progress and participation, including what topics are most accessed for product up-sell and re-marketing purposes.
Case Study: Navigating Clients Through Uncertain Times
Learn more about how the Morningstar Investing Classroom can help you Attract, Build, and Cultivate deeper relationships with your clients.
Build Confidence with The Trusted Investing Classroom™
DATA SECURITY & PRIVACY
5X
Better Results!
Financial Fitness Group was founded on 20+ years of research on how best to engage consumers to learn about money in a digital world. We believe that an educated investor is a better client. That's why we're the leading provider of FINRA-reviewed educational content that helps thousands of advisors and financial services attract, build, and cultivate deeper relationships with their clients.
Our platform and approach can help organizations generate 5X better engagement, allowing them to attract, build, and cultivate prospects and customers through personalized digital advice.
CALLS-TO-ACTION
Cross-link from classroom content to other tools, resources, or actions you want your clients to take.
The Investing Classroom empowers financial service firms and advisors to Attract, Build, and Cultivate deeper relationships with their clients. Built on proven academic and organizational research, our solution has demonstrated its ability to help participants of all backgrounds improve their financial wellness for over a decade. An educated investor is a better client.
CUSTOMIZABLE
CALLS-TO-ACTION
FINRA COMPLIANT CONTENT
ANALYTICS & REPORTING
SECURE SIGN-ON (SSO)
API INTEGRATION OPTIONS
DATA & SECURITY
PERSONALIZED LEARNING PLAN
Build Confidence with The Trusted Investing Classroom™
Learn more about how the Morningstar Investing Classroom can help you Attract, Build, and Cultivate deeper relationships with your clients.
