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Areas to Diversify – Other than a Portfolio
Course Information
Content Level: Foundational
NAPFA Subject Area: J-Communications
Course Description
For our Retirement Risk Readiness Study, we surveyed a nationally representative sample of U.S. individuals over the age of 25 with household incomes over $50,000 (singles) and over $75,000 (married or partnered) OR those with investable assets over $150,000. The study was comprised of almost equal amounts of men and women over three different demographics of the BIPOC community, with the goal of understanding their concerns and approaches to retirement and seeking financial advice from a professional.
Learning Objectives
  1. Learn the general principles of effective communication
  2. Understand behavioral finance
  3. Review client planner attitudes, values, and biases
Travis Walker

With more than 15 years at Allianz Life, Walker has broad experience in how the financial services industry can address the needs of diverse groups. He is the chair of B.E.L.O.N.G., an employee resource group for Black and African American people at Allianz Life. Additionally, he is a board member of G.R.A.C.E., the global race and ethnicity group for all Allianz entities worldwide. Walker has FINRA 6 and 63 securities registrations and is certified in Minnesota Life and Health insurance.
Availability: On-Demand
Expires on Dec 31, 2023
Initial Cost: Member: $0.00
Non-Member: $39.00
Additional Cost: CFP® CE: $10.00
Credit Offered:
1 NAPFA CE Credit
Contains: 2 Courses
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