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National Association
of Personal Financial Advisors

Client
National Association of Personal Financial Advisors (NAPFA)

 

Project

User Testing for Find an Advisor

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Skills

User Testing

Findings and Recommendations Report

NAPFA is the leading association of fee-only financial advisors. As Lead Designer at CQL, I partnered with NAPFA to conduct user testing on their Find an Advisor tool. I then compiled the key findings along with prioritized recommendations to optimize their tool.

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