CFA Society Germany

Building a professional learning hub for finance experts with streamlined event management and content delivery.

The Client

CFA Society Germany – Germany's largest professional association for finance experts, dedicated to establishing ethical standards, fostering networking, and providing continuous education.

Initial situation

Outdated web presence with limited member engagement, inefficient event management workflows, and no centralized platform for professional development, making it difficult to attract new members and deliver educational content.

Our contribution

Developed UX strategy and information architecture, created a modular design system with a professional learning portal, conducted user and stakeholder research, and led the project team including CFA Society staff and development partners through the entire implementation.

Result

Modern member portal with automated event management, improved content publishing capabilities, significantly better user experience for browsing and booking educational seminars, and increased member engagement through personalized learning dashboards and credit tracking.