Citi Financial Education Guide
Finance with Pride
A comprehensive visual system for Citi’s Financial Education Guide—transforming dense financial content into an approachable, modern learning experience. I led the design direction, built an expandable layout system, and created templates and diagrams optimized for clarity, accessibility, and long-term use across community programs.
Context / Problem
Citi needed a clear, approachable financial education guide to support community programs and workshops. Existing materials were dense, inconsistent, and difficult for readers to navigate. The goal was to transform complex financial concepts into a cohesive visual system that felt modern, accessible, and easy to understand.
A modular financial education system designed to translate complex topics into clear, accessible learning tools for Citi’s community programs.
SERVICES
Campaign Identity
Editorial Layout
Digital Collateral
Presentation Design
BRAND WORDS
inclusive, empowering, accessible, authentic, trustworthy
My Role
I served as the lead designer, partnering with Citi’s Community Impact team and content strategists. I guided the visual direction, established the graphic language, and developed a scalable design system that could expand with future modules.
Process
Establishing the system
I built a modular layout structure rooted in clarity and readability. Grids, typography, and iconography were designed to support step-by-step learning and reduce cognitive load.
Improving accessibility
Color, contrast, and typography were optimized for both digital and print. Approachable diagrams and illustrations were introduced to simplify complex topics.
Creating consistency across chapters
Each chapter followed a predictable structure—headers, call-outs, progress markers, and icon systems—creating a cohesive experience from start to finish.
Building for scale
I delivered templates and documentation so Citi’s internal teams could update the guide or add new chapters without breaking the visual system.
Final Outcomes
• A multi-chapter guide with a unified visual language
• Modular diagrams and illustrations explaining key financial concepts
• A consistent, accessible system optimized for workshops, print, and digital
• Template files enabling internal teams to expand the series independently
Impact
The new visual system improved clarity for both facilitators and learners, making financial topics easier to teach and understand. A streamlined, modular structure also reduced production time for Citi’s internal teams across future releases.