J.P. Morgan Wealth Management | 7 Steps to Start Investing
Increased engagement with investing tools through a plain-language course for first-time users. Simple structure, short quizzes, and clear takeaways helped users learn fast and take action—turning content into conversion.
What I did
• Built the course from the ground up.
• Led workshops to define each step’s goal, then shaped the content into a repeatable format: 3–5 essentials, one key takeaway, one short quiz.
• Simplified dense topics using insights from prior research. Rewrote all lessons in plain, confident language.
• Partnered across product, design, and legal to get it launched.
Impact
Still live today, this experience continues to guide new investors—proving that clarity and structure drive real behavior change. Visit the site →
Examples
Clickable table of contents
Structured layout made the path feel doable—showing all seven steps up front and guiding users forward with confidence.
Consistent lesson structure
Each module followed the same pattern—building trust through clarity, repetition, and a rhythm users could rely on.
Example of structured content
Each lesson stripped away noise—using plain language, clear goals, and reinforcing takeaways to help users learn and stay engaged.
Key takeaways
Concise summaries repeated essential points—reinforcing learning and helping users retain what mattered most.
Interactive quiz
Encouraging, plain-language responses reinforced key lessons—rewarding correct answers, clarifying mistakes, and motivating users to keep going.