Certified Financial Planner Portal

How Wiley, a global publisher specializing in educational materials, helped promote the membership of Certified Financial Planners.

Empowering members

The Board of Certified Financial Planners (CFP Board) needed a central location for knowledge-sharing to empower their members and showcase the thought leadership that is a hallmark of Financial Planning certification. The CFP Portal would be an online resource for practitioners, researchers, faculty and students who are focused on financial planning. Allowing them to grow professionally, and serve their clients. 

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Form and function

The CFP Portal is designed to function on desktop and mobile, and deliver up-to-the-minute research and insights, to best serve the Financial Planning community, at whatever professional stage they are in.

Services utilized:

  • UX Design

  • UI Design


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