FPA Next Generation Planner

Concept, Branding, Interactive Design & Development, Editorial Design, Illustration, Infographics

The Next Generation Planner is a monthly app-based publication, offering exclusive, interactive and engaging content for financial planners new to the  profession. The app received extremely positive feedback from the leadership group for young planners, FPA Board of Directors and the broader membership, and the specific target audience of new planners. The app was successful from a metric/goal perspective as well, meeting 100% of its download goal for the year in its second month of publication.

The project focused on providing a comprehensive user experience that would allow the viewer to engage each month with new and relevant content. In addition to owning the overall design, I learned to use the visual editor for online publishing software, creating a unique app-friendly layout each month. My role also included concepting, creating the publication brand and brand guide, and monthly editorial design and development.

Client: Financial Planning Association

 

 

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Quarterly Analytics Reports

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Promotional Videos

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