Case Study

Context: The My Daily Dinero platform specializes in delivering personal finance content to millennials and first-gen professionals. They provide content through social media and recently started offering self paced resources on their website.

Challenges: From market research, the platform has noticed some of the same questions keep coming up from their new followers. Followers want a deeper dive in understanding what IRAs are and how to choose one that is right for them.

Solutions: This course allows learners to distinguish between the different IRAs and conclude which IRA is better suited for their situation. The learners experience different scenarios of other people to help in analyzing their own situation.

Results: 80% of followers who took the course mentioned that the course helped them better distinguish between the different IRAs, and 75% said they had decided which IRA they would open after taking the course.