Case Study: CFP Board achieves a more personalized certification experience with Interactive Strategies

CFP Board increases account creations 14% with Interactive Strategies

The CFP Board, which certifies financial planners in the United States, faced the challenge of a website that discouraged potential candidates by emphasizing the rigorous and difficult nature of its certification process. They partnered with the vendor Interactive Strategies to create a more intuitive and supportive digital experience using the Sitecore CMS.

Interactive Strategies reframed the messaging to focus on the career benefits of certification and built a personalized candidate dashboard within Sitecore to guide users through their journey. This solution led to a 14% increase in new account creations and a 22% rise in visitors engaging with candidate resources. The work also earned a W3 Gold Award, successfully transforming the site into a supportive platform that helps candidates feel confident in pursuing their certification.

CFP Board