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.
HOW-TO CURRICULUM
MOBILE RESPONSIVE DESIGN
FINRA COMPLIANT CONTENT
Guided online classroom experience.
Users can access financial education anywhere, anytime from any device.
Education library covering the basics of financial education and investing.
© Copyright Morningstar, Inc. All rights reserved.
EMPOWERING & ENGAGING CLIENTS TO INVEST CONFIDENTLY
CUSTOMIZABLE
Customized to your brand for a complete 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, tools, points, and badges to keep participants engaged.
Seamless integration through Single Sign-On and powerful API, customized to your brand for a complete user experience.
The basic version of Investing Classroom™ gives financial services professionals the ability to differentiate themselves in a competitive market by providing their clients with a unique product offering. This online learning library and learning management system provides participants access to our most powerful financial tutorials. As users advance through our platform, they gain specific answers to their financial questions, helping to maximize the time you spend with them.
The new Deluxe version of Classroom includes everything from basic plus:
API INTEGRATION OPTIONS*
ENHANCED CONTENT*
CONTEXTUAL MESSAGING
SECURE SIGN IN
PERSONALIZED LEARNING PLAN
ROBUST PROGRESS TRACKING
WEB ANALYTICS
Basic roll up website analytics.
In partnership with