CFA Institute

Design and development of iOS and Android apps that allow CFA Institute members to view and listen to content anytime and anywhere, even offline.

The Challenge

CFA Institute, a global association of investment professionals setting the standard for professional excellence and ethical behavior in emerging-investment markets, wanted to formulate a mobile strategy to better match its wealth of content with the needs of its 133,000 members. They asked WillowTree to help them design and engineer three innovative mobile solutions for iOS and Android so they could deliver valuable content to the palm of members’ hands instantly.


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The Solution

Working with WillowTree, CFA Institute was able to bring their mobile solution to life. The CFA Institute app is expertly designed and optimized to work across iOS and Android platforms, and provides users with fast and convenient access to summaries, blog posts, and the latest news and developments in finance and investing.

WillowTree provided mobile strategy services to CFA Institute, closely examining their existing online assets, the needs of their current members and target audiences, and their overall organizational goals. The result was a strategy designed to marry proprietary CFA Institute content with user needs, emphasizing new content delivery methods to ensure cross-platform compatibility across mobile devices.

CFA Institute app users can create their own libraries of downloadable content, and view or listen to content even when they are offline. Software engineers at WillowTree also built out functionality to make content sharing fast and easy for CFA Institute members.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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Recognition and Press

  • Apple
  • GMA News