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.

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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. The sharp economic fallout from COVID-19 has adversely affected the likes of both individuals and businesses. Consistent market volatility levels have left investors from all over the world unsure of what to do with their money. In this case study, we gathered various usage statistics from our platform over two time periods, February 1st–March 15th, and March 16th–April 30th, to dig into how COVID-19 has affected the volume and type of information investors are seeking.
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.

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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.

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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