CFPScreens.jpg
Sample from question rounds posted to CFP Board

Sample from question rounds posted to CFP Board

Preliminary Site Map

Preliminary Site Map

CFP Board homepage and content wireframes

CFP Board homepage and content wireframes

Content flow

Content flow

Working with Rash Design over the past 4+ years has been nothing but a pleasure. Jen approaches each initiative with careful consideration. I’ve tasked her with a wide range from illustration to UX design, and she’s demonstrated expertise on them all. On top of all her can-do, she’s been one of the most professional designers I’ve worked with.
— SHERRI LOCKER, CUSTOMER EXPERIENCE DESIGN LEAD, JOHN WILEY & SONS

 

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.