February FPA DEI Learning Series Presentation: A Discussion about the Black Advisor Experience in 2023

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Please join the African American Knowledge Circle for an open discussion about where things are and where they're going for the Black advisor community. We'll discuss some of the recent numbers released for new CFPs and some ideas around recruitment and retention of Black advisors. We welcome the thoughts and ideas of those joining us around these topics. We'll also be joined by Travis Walker from Allianz who will share a presentation about authenticity in the workplace.

Competency Level: Intermediate

FPA Competency: Advance the Financial Planning Profession

CFP Board Topic: N/A

CFP Board CE Credit Hours: 0

Travis Walker

Allianz Life Insurance Company of North America

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.Experience: 15 years with Allianz Life in a range of roles – from suitability, operations, and internal sales to managing external partnerships. Chair of B.E.L.O.N.G., an employee resource group for Black and African American people at Allianz Life. Board member of G.R.A.C.E., the global race and ethnicity group for all Allianz entities worldwide.Education, certifications, and memberships: FINRA 6 and 63 securities registrations, Minnesota Life and Health, Board member of GRACE