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Development of a Financial Planning and Trading Education Platform with Course Management System

capitalnumbers.com

Education

Financial services

Business Challenges

Need for a branded digital platform that enables users to quickly access financial planning course information, register for training programs, track learning progress, and save enrolled courses while maintaining a seamless user experience across devices.

About the Client

Online educational platform providing stock trading and financial planning training through live and on-demand courses

Key Goals

Create visually compelling branding aligned with financial education
Implement intuitive course discovery and registration system
Develop user progress tracking with visual analytics
Ensure mobile-responsive design for cross-device accessibility
Integrate secure payment processing for course purchases

Core System Requirements

Dynamic course catalog with filtering options
Social media login integration (Facebook)
Course enrollment and payment workflow
User progress visualization (graphs/bars)
Saved courses dashboard
Mobile-optimized responsive design

Technology Stack

WordPress CMS

HTML5

JavaScript

Bootstrap

LearnDash LMS plugin

Third-party Integrations

Infusionsoft payment gateway
Social media sharing APIs (planned)

System Requirements

High-performance content delivery
Secure user data protection
Scalable cloud infrastructure
Cross-browser compatibility
Real-time progress tracking

Expected Business Outcomes

Platform will enable 97% client satisfaction through intuitive financial education access, drive increased course sales through seamless registration, and improve user retention with personalized progress tracking, while maintaining 100% mobile accessibility for modern learners.