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Insights from The Confidence Code
Course Information
Content Level: Foundational
NAPFA Subject Area: J-Communications
Course Description

As related to women and wealth, the themes around confidence continually surface for both female clients and professional women in the industry. According to Dimensional's “Investor Survey,” twice as many women lacked confidence in their investment knowledge when compared with men. Women today are better educated and more qualified than ever before, yet confidence issues continue to plague women at even the highest levels of achievement.

In their book The Confidence Code, journalists Claire Shipman and Katty Kay explore a multitude of avenues, both biological and social, on a hunt to better understand the origins and impact of this enigmatic, potentially elusive quality. While confidence is partly influenced by genetics, it is not a fixed psychological state and can be built over time. This presentation will explore these concepts and how they relate to financial advisors helping women investors build more confidence about investing.

This webinar is brought to you by the NAPFA Women's Initiative.

Learning Objectives
  1. Explore why women’s confidence may be different than men’s
  2. Uncover what role confidence plays in investing
  3. Understand how confidence can be built
Kahne Krause

As head of client communities and vice president for Dimensional Fund Advisors, Kahne Krause, CFA, oversees more than 80+ groups and forums, ranging from traditional advisor study groups to executive forums and specialized groups focused on common interests, such as Women & Wealth and Sustainable Investing. Krause has been at Dimensional for over 15 years, working with RIAs to address their most significant issues - from developing investment solutions to addressing practice management needs to working through strategic business initiatives.

Krause holds an MBA from the Anderson School of Management at UCLA and a bachelor's degree in aeronautical and astronautical engineering from Purdue University.

Ashley Ilardo