DESIGNER | 14 MONTHS
Designing an Engaging eLearning Experience in NovoEd
What was the goal?
Create an engaging, interactive course to teach financial advisors a new toolkit for client interactions, based on Family Systems Theory
Who is the audience and what do they need?
Audience: Corporate training for Financial Advisors
Problem:
- The previous PowerPoint-based training felt outdated and lacked engagement.
- COVID-19 shifted the need for a flexible, online learning platform that could support in-person, hybrid, or fully virtual learning.
What were the learning objectives?
Help financial advisors understand clients on a human level.
Teach the complexities of multigenerational families & financial decision-making.
How was the content structured?
We structured the course into modules aligned with Family Systems Theory, each introducing a key concept from the toolkit.
How did I dazzle my participants?
To replace static PowerPoint slides, I integrated:
- Surveys & discussions for participant reflection
- Quizzes to reinforce learning
- Videos & assigned readings (including works by Brené Brown and other thought leaders)
- Created custom videos & graphics that aligned with corporate branding.
- Developed a clean, engaging course interface for a seamless learning experience
What were the results and what did I learn?
Coming from a graphic design background, this project taught me how to interact with content as a design element, blending visual storytelling with learning experience design.
✔ Participants found the course easier to navigate & more engaging.
✔ The shift to digital & hybrid learning allowed us to reach more advisors than ever before.
I can't wait for you to see it
Out of respect for the organization’s confidentiality, I cannot share my solutions publicly. I would love to show you what we worked on. Please reach out to me to see more.