Thursday, February 17, 2022 1:00 PM-2 PM CST
Financial Literacy for Women
A Toolbox for Financial Practitioners
Dr. Daralee Barbera, EdD, CFP®, ChFC®, CLF®, CMFC®, CPMC®, President of Diversified Professional Coaching, LLC
Event Details
Price
15
Date And Time
Thursday, February 17, 2022 1:00 PM-2 PM CST
Location
Online Event
Join us for this class featuring money and behavioral finance expert, Dr. Daralee Barbera.
Attention Certified Financial Planners®: This class as been approved by the CFP® Board
Continuing Education (CE) Program for 1.00 credit hour
- CE Sponsor ID Number: 8418
- Suggested Donation for the Class: $15
- CE Program Reporting Fee: Additional $15
For the class only, the suggested donation is $15. For those seeking CFP® credit, there is an additional $15 requested to handle credit processing. Please know that ALL proceeds go to fund our non-profit vision of advancing financial education for women. Thank you for your support.
Financial Literacy for Women: A Toolbox for Financial Practitioners
The role of the trusted advisor has never been more important for clients, nor as complex.
Financial literacy is a life-changing differentiator on the path to financial security for women, for
those they love, and for those who rely on them. Financial, tax, and legal advisors can be the
essential links to educating female clients to improve their economic security and philanthropy.
Our class provides tools covering the quantitative and qualitative aspects of the Financial
Planning Process and considers financial literacy concerns for women, behavioral finance,
interior and exterior financial aspects in planning, goal setting made as simple as 1-2-3, client
change, advisor trust, and Moneyweave® Academy (MWA) tools.
As a 501.c.3. non-profit corporation, your gifts to Moneyweave® Academy, Inc., are
eligible for tax-deductible gifts to charity.
* Please note: If you are not able to attend the live class, you will be sent a copy of the
class recording as well as the tools and resources provided by the instructor.
About our Expert:
Dr. Daralee Barbera EdD CFP® CMFC® ChFC® CPBC® CLF® is passionate about the importance of financial literacy, comprehensive financial planning, personal and business development, and the critical role of leadership. She is a certified business coach, international speaker, professor, author, and consultant.
Dr. Barbera holds an EdD in Leadership and Organizational Change from The University of Southern California (USC), a BA in Mathematics (summa cum laude), and a MA in Secondary Education from California State University Long Beach (CSULB).
Dr. Barbera is an adjunct professor in the MSM and MSFP/MBA programs at The American College and California Lutheran University, respectively.
Daralee is a veteran of the financial services profession, retiring as Managing Principal after a distinguished 34-year career at Waddell and Reed. She was the Executive Vice President of GAMA International. She is President of Diversified Professional Coaching (DPC) LLC.
Dr. Barbera has co-authored two books: Women Matter – The Why and How of Gender Diversity in Financial Services and What You Can Do…When You Can’t – 21 Days to Personal Success. Her doctoral dissertation addressed Financial Literacy for Women and the Role of Financial Education.
As well as having served on The American College’s Board of Trustees, she is Past President of the GAMA International’s Board of Directors, past “Woman of the Year” for WIFS (Women in Insurance and Financial Services), is Chairman Emeritus of FPA Orange County, serves as an advisor for The American College Northwestern Mutual Granum Center for Financial Security, and was named as one of the “20 Women in Insurance You Need to Know” in 2013 by Life Health Pro. She belongs to FINSECA, WIFS, NAIFA, and FPA. She is on the Speaker Bureau for Finseca, Life Happens, and DPC.
