About – Financial Literacy For Her

Karen Oeser

Head Coach, Co-founder

I am a passionate advocate for financial literacy. After nearly 25 years managing multi-million portfolios across the globe, I launched Financial Literacy for Her to help women overcome their fear of money and empower them to live in financial freedom. I have specially designed the program to be a safe place for women to be vulnerable about the root causes their past money mistakes and to ask the scary questions without judgment.

Credentials

I have earned my coaching credentials from the National Financial Educators Council and have met the educational and practice standards to be recognized as a Certified Personal Finance Consultant. I comply with the Financial Coaching Standards & Code of Conduct and follow the FTC Safeguard Rules to ensure that all your information is secure. In addition, I am a Chartered Financial Analyst (CFA), a Board Member of the CFA Society of South Carolina and a John Maxwell Method Certified Speaker.

John Maxwell Team Certified Speaker

January 2021

John Maxwell Method Speakers are able to connect, communicate and effectively get audiences to take action and move forward.

Certified Personal Finance Consultant

December 2020

Certified Personal Finance Consultants have reached an advanced state of competency as a financial coach. They have mastered a variety of activities that help move their individual clients and overall communities toward financial wellness.

Certified Financial Education Instructor (CFEI)

October 2020

CFEI’s complete advanced training in teaching money management skills to people from all walks of life. To earn the designation, candidates must demonstrate extensive knowledge of personal financial topics and competency in the methods of teaching.

Chartered Financial Analyst (CFA)

September 2000

A CFA is a globally-recognized professional designation that certifies the competence and integrity of financial analysts. Candidates must pass three levels of exams covering accounting, economics, ethics, money management, and security analysis.

May 1998

2020

F.W. Olin Graduate School of Business at Babson granted Karen an MBA with a concentration in finance and entrepreneurship.

Masters of Business Administration with the date of May 1998