Morgan Stanley Wealth Management has teamed up with education technology outfit EverFi to launch a web-based financial education programme.
Morgan Stanley Financially Fit gives advisors a digital curriculum to share with their clients and their families. Developed and administered by EverFi, it has four courses - starting with grade school and progressing through high school, college and adulthood.
The interactive courses use games, polls and simulations to help users learn about topics such as money management, savings strategies, home ownership, college loans, identity theft, and investment portfolios.
Shelley O’Connor, head, field management, Morgan Stanley Wealth Management, says: "We are continuously working to expand our suite of digital products and services that complement the client-advisor relationship. Morgan Stanley Financially Fit can encourage important conversations between Financial Advisors, their clients and their clients’ children that can help them prepare for their financial futures."