Morningstar Investing Classroom

Digital Engagement and Technology Meets Personalization with the Investing Classroom™

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.

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INVESTING CLASSROOM™

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.

Demand for financial education has surged in recent months. Consistent market volatility levels have left investors worldwide unsure of what to do with their money. In this case study, we gathered various usage statistics from our platform over two periods to dig into how today's turbulent markets have affected the volume and type of information investors seek.

Having strong financial education offers financial service providers the ability to provide their clients with the assurance that tumultuous economic times like these will not last. Read more in our case study.

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.

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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™

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DATA SECURITY & PRIVACY

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-compliant educational content that helps thousands of advisors and financial services to 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.