PERSONALIZED FINANCIAL EDUCATION 
WITH MEASURABLE OUTCOMES

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.

SEE DEMO NOW
INVESTING CLASSROOM™

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.

“Qualified leads from the educational content on the website generate 3X the revenue and 3X the close rate of other sources”
Vice President - Corporate Internet
Large Insurance Company

© 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:

INVESTING CLASSROOM DELUXE

API INTEGRATION OPTIONS*

ENHANCED CONTENT*

CONTEXTUAL MESSAGING

SECURE SIGN IN

PERSONALIZED LEARNING PLAN

ROBUST PROGRESS TRACKING

WEB ANALYTICS

Basic roll up website analytics.

Download DELUXE™ Product SheetDownload Product Sheet

In partnership with

Download Now