The Investing Classroom™ is our solution to generating more educated investors. Users of this powerful e-learning solution 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.
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EMPOWERING & ENGAGING CLIENTS TO INVEST CONFIDENTLY
CUSTOMIZABLE
Customized to your brand for a hollistic user experience.
COURSE RECOMMENDATION
GAMIFICATION
TURN KEY INTEGRATION
The program tracks participant progress and suggests new learning tracks based on results and previous courses.
The gamification learning process is customizable. We use quizzes, points, and badges to keep participants engaged.
Seamless integration through Single Sign-On and our powerful API, customized to your brand for a complete user experience.
The Investing Classroom empowers financial service firms 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.
API INTEGRATION OPTIONS
CONTEXTUAL MESSAGING
SECURE SIGN IN
PERSONALIZED LEARNING PLAN
ROBUST PROGRESS TRACKING
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