Certified Financial Planner Portal

Opportunity
The Board of Certified Financial Planners (CFP Board) tapped Wiley to create a central location for knowledge-sharing to empower their members and showcase the thought leadership that is a hallmark of Financial Planning certification.

Approach
Working with Wiley, I posted questions to CFP board. Based on feedback, I developed wireframes, screen flows and interface designs.

Themes that were important to the CFP Board included:

Stylescape focusing on thought leadership, modern finance, and clean corporate aesthetics:

Wireframes:

Homepage: