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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
​
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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