CRM | Certified Risk Manager

Risk Managers are in high demand! Distinguish yourself from the crowd and get the credential that sets you apart—Certified Risk Manager (CRM).

Risk Managers don’t leave anything to chance! Participate in the program that gives you a dependable advantage in the demanding field of risk management—the CRM Program.

Risk management is one of the many responsibilities of a variety of professionals, including accountants, attorneys, financial and insurance professionals, and specialists in loss control. If you are one of these practitioners, you may be ready to take courses or pursue your CRM designation. If you:

  • are a risk manager, financial or insurance professional, licensed agent, broker, accountant, or solicitor,
  • have at least two years of full-time experience in the insurance industry or in risk management,
  • have taken a CRM course through the UACRM program, or
  • have served as a full-time risk management or insurance faculty member at an accredited college or university,

You’ll benefit from attending CRM courses—gaining expertise and credibility with your organization and in the risk management community.

Earning the CRM designation demonstrates your expertise and shows that you are a part of an international network of respected and dedicated risk management professionals.

These are the times clients and colleagues need you the most.

Risk management is one of the many responsibilities of a variety of professionals, including accountants, attorneys, financial and insurance professionals, and specialists in loss control. If you’re one of these practitioners, you may be ready to take courses or pursue your instructor-led CRM designation online.

CRM Courses

*To help you provide the very best coverage information, this online course includes NEW COVID-19 content as it relates to insurance and risk management.

 

Analysis is a vital step in the risk management process— using risk data to analyze the frequency and severity of losses, the potential for future losses, and cost-benefits of control solutions.

You’ll acquire a facility with the analysis and measurement of exposures and loss data that is fundamental to risk management. It’s recommended that you take this Analysis of Risk course before Financing of Risk.

This 16-hour course includes application exercises.

Topics

  • Introduction to Analysis 
  • Qualitative Analysis
  • Quantitative Analysis: Tools
  • Quantitative Analysis: Forecasting
  • Time Value of Money Concepts
  • Risk Analysis- Practical Application

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*To help you provide the very best coverage information, this online course includes NEW COVID-19 content as it relates to insurance and risk management.

Learn to take action by focusing on solutions that will prevent, reduce, avoid, or eliminate risk.

Take this 16-hour course to gain proficiency in the application of risk control techniques—safety, alternative dispute resolution, employment practices liability, and crisis management. It centers on the latest trends in risk control for cyber, fleet, and ergonomic risks and provides crisis management, disaster planning, and claims management concepts. This 16-hour course includes application exercises. New and Updated! Topics covered:
  • Risk Control and Mitigation – Human Resources
  • Risk Control and Mitigation – Property & Liability
  • Crisis & Disaster Planning
  • Claims Management

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*To help you provide the very best coverage information, this online course includes NEW COVID-19 content as it relates to insurance and risk management.

 

Risk financing options can solve the various needs of an organization based on its risk-taking appetite and ability.

Financing of Risk is often an intricate and complex task. In this course, you will compare various financing options: non-insurance transfer, guaranteed cost plans, retro plans, dividend plans, pools, and various types of captives. You will learn how to deliver the message to management in present value dollars. We recommend that this course be taken after Analysis of Risk.

This 16-hour course includes application exercises.

Topics Covered:

  • Risk Financing Fundamentals

  • Risk Financing Program Decision Making
  • Methods for Risk Financing
  • Risk Financing Team
  • Alternative Risk Transfer

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*To help you provide the very best coverage information, this online course includes NEW COVID-19 content as it relates to insurance and risk management.

 

This course give you an understanding of the daily managerial and organizational requirements of risk managers and how an organization utilizes the risk management process.

This updated and revised course consolidates what you have learned in other CRM courses. For this reason, it is suggested that you take this course last. Practice of Risk Management also helps you tackle the daily managerial and organizational requirements of risk managers and consultants. New topics include International and Multinational Risks and Compliance and Governance.

This 16-hour course includes application exercises.

New and Revised! Topics Covered:

  • The Risk Manager
  • The Risk Management Network
  • Information Technology for Risk Managers
  • Total Cost Of Risk
  • Due Diligence
  • Managing the Risk of Intangible Assets
  • Executive Risk
  • International & Multinational Risks

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This course provides a solid foundation in risk management essentials that give you the tools to properly identify exposures.

This 16-hour course lays a solid foundation by giving you the tools to properly identify exposures—the first and most important step in the risk management process. It is suggested that you take this course first. This 16-hour course includes application exercises. Topics Covered:

  • Introduction to Enterprise Risk Management
  • Risk Management and the Organization
  • Introduction to Risk Identification
  • Risk Identification Methods I – Self Administered Tools
  • Risk Identification Methods II – Loss Data Analysis
  • Risk Identification Methods III – Financial Statement Analysis
  • Risk Identification Methods IV – Internal and External Review

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Learning Options

Instructor-Led Online

In-Person Classroom

Designation Requirements

Earning the CRM designation demonstrates your expertise and dedication to the risk management industry.

Earning the Designation

To earn the designation, take all five CRM courses and pass the corresponding exams within five calendar years after you pass your first CRM exam.

Earning Multiple Designations

You can also achieve the CIC designation by completing any four CIC courses plus one CRM course. This option allows you to earn both the CRM and CIC designations by completing only nine courses—the four CIC courses of your choice, plus all five CRM courses.

How to Keep Your Designation

After receiving the CRM designation, no further examinations are required. To keep your designation current, you’ll need to complete any one of these yearly update options.

  • James K. Ruble Seminar
  • PROFocus Series Seminar
  • MEGA Seminar
  • Dynamics of Selling
  • Dynamics of Sales Management
  • Dynamics of Company/Agency Relationships
  • Certified Risk Manager (CRM) course
  • Certified Personal Risk Manager (CPRM) course
  • Certified Insurance Counselor (CIC) course

Benefits

Client Benefits

  • Practical, real-world information that provides best-in-class knowledge and best-in-class protection.
  • A well-designed and thorough profile of complex exposures and coverage remedies
  • Your in-depth knowledge of current approaches in both personal and commercial lines

Agency/Company Benefits

  • A professional and competitive advantage with a solid risk management plan in place
  • A skilled and prepared risk manager leading the charge in protecting an organization’s assets and bottom-line
  • Aggregated value of implementing ERM programs covering the downside and upside of risk

Participant Benefits

  • An internationally recognized risk management designation
  • Curriculum developed by practicing risk professionals and educators
  • A comprehensive education in qualitative and quantitative tools
  • An instructive overview of the 5 steps of risk management—identification of exposures, analysis of risk, risk control techniques, financing of risk, and administration
  • The ability to identify and manage emerging and evolving risks
  • Put-it-to-use-now risk management skills and solutions
  • Real-life examples and experiences shared by instructors who are active in the field
  • Implementation of the universal application of risk management concepts

CRM FAQs

The Certified Risk Manager (CRM) Program is a nationally recognized advanced education program for today’s risk management professionals. The CRM designation demonstrates a high level of technical knowledge and a commitment to the risk management field.

 

To earn the CRM designation, you must complete the five CRM courses and pass the corresponding exam for each course. You must pass all 2.5-hour exams within the five calendar years following the year you passed your first exam in order to earn the CRM designation. 

The five CRM required courses are:
  • Analysis of Risk
  • Control of Risk
  • Financing of Risk
  • Practice of Risk Management
  • Principles of Risk Management

Each course consists of 16 hours of instruction, including application exercises.

While there are no specific prerequisites for taking the CRM courses, it is recommended that participants in the program have at least two years of full-time experience in the insurance or risk management industry.   

The CRM courses cover the current and complex technical knowledge and approaches necessary for risk management professionals. The CRM courses provide a comprehensive overview of the five steps of risk management—identification of exposures, analysis of risk, risk control techniques, financing of risk, and administration.

All courses are taught by expert-level professionals in the risk management field. In addition, all courses are continuously evaluated and revised to ensure that all material is current, relevant, and up to date.

  • Principles of Risk Management focuses on tools that risk management professionals need to properly identify exposures, including at the enterprise level. The course also covers risk identification methods.
  • Analysis of Risk explores risk analysis, quantitative analysis tools and forecasting, and risk modeling.
  • Control of Risk focuses on solutions that prevent, eliminate, control and mitigate risk. The course covers risk control for the latest and most pertinent areas including cyber, fleet, ergonomic risks, as well as crisis and disaster planning.
  • Risk Financing covers complex options, solutions, and methodologies, as well as the decision-making processes for financing risk.
  • Practice of Risk Management provides an understanding of the daily managerial and organizational requirements of risk management, including on the enterprise level. Additional topics include executive risks, due diligence, multi-national and international risks, and compliance and governance.

To keep your CRM designation current, you must complete an annual continuing education course, although no additional exams are required. Several course options satisfy the annual update requirement, and you can choose between “dues required” and “NO dues required” courses.

The annual update options are as follows:

  • NO dues required options:
    • Any CRM course
    • Any CPRM (Certified Personal Risk Manager) course
    • Any CIC (Certified Insurance Counselor) course
  • Dues required options:
    • James K Ruble Seminar
    • ProFocus Series Seminar
    • Ruble MEGA Seminar
    • Dynamics of Selling
    • Dynamics of Sales Management
    • Dynamics of Company/Agency Relationships

The CRM designation is especially suited for a variety of professionals in fields where risk management is a key responsibility. Accountants, attorneys, financial professionals, and risk management professionals are ideal candidates for the CRM designation. The CRM Program is also recommended for insurance professionals including insurance agents, brokers, commercial producers, senior underwriters, underwriting managers, commercial lines managers, and agency officers. Risk management and insurance faculty at accredited colleges and universities also pursue the CRM designation.

Recognized internationally, the CRM Program sets risk management practitioners apart as the designation demonstrates an advanced level of technical expertise. Earning the CRM boosts risk management professionals’ credibility within their own organizations and in the risk management community.

The CRM courses provide risk management practitioners with the tools and ability to identify and manage emerging and evolving risks in the current business and enterprise climate. As all courses are taught by practicing risk management professionals, the curriculum supports advanced, in-depth knowledge for risk management solutions that can be applied immediately.  

The CRM Program originated in 1996 at the request of Certified Insurance Counselors (CICs) and National Alliance participants wanting to expand into the risk management field and provide additional services to their clients.  It was created as a course of study providing five subjects of rigorous, practically oriented curriculum covering the risk management process.  With risk management being one of the responsibilities of a variety of professionals, including attorneys, accountants, and financial professionals, the CRM designation is an excellent education opportunity. The designation is internationally recognized.

The CRM courses are available in a live classroom format, or in online, live, instructor-led webinars.  Courses are taught by expert faculty who provide tangible, real-world examples and scenarios.

  • The online program offers participants the flexibility of completing the course instruction via computer, tablet, or smartphone. For each online CRM course, 16 hours of webinars are delivered over a period of 2–4 weeks, with additional time to prepare for the 2.5-hour exam.  All online course participants have the ability to interact and chat with the faculty instructors throughout the instruction period.
  • In the live classroom format, each course includes two eight-hour days of instruction, followed by an optional 2.5-hour exam. Participants are required to pass the exam for all five courses to earn the CRM designation.

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