The National Alliance.
ProgramsPersonal Client Risk Management Understanding Coverage Differences: The Affluent and High Net Worth Client Evaluating and Protecting the Lifestyle Practical Application of Personal Risk Management Winning the Business: The Art of Presentation - Present or Perish
Certified Personal Risk Manager (CPRM)
A challenging, practical and ongoing personal lines risk management and insurance program.
CPRM is the newest designation program of The National Alliance with a purpose of training the insurance and risk management communities to better serve the high net worth and affluent client. The program contains a unique combination of risk management, technical expertise, and account development. The development and support of the program includes leading carriers such as AIG, Chubb, and top agencies and brokers writing high net worth and affluent clients.
Created in collaboration with the Council for Insuring Private Clients (CIPC), register for one of these CPRM courses today:
Personal Client Risk Management
- July 18-20, 2017, Dallas, TX
- September 19-21, 2017, Atlanta, GA
- December 5-7, 2017, Las Vegas, NV
Understanding Coverage Differences
- April 4-6, 2017, Nashville, TN
- August 8-10, 2017, Hartford, CT
- August 29-31, 2017, Burlingame, CA
Evaluating and Protecting the Lifestyle
- February 8-10, 2017, Phoenix, AZ
- June 27-29, 2017, Denver, CO
- November 13-15, 2017, Austin, TX
Practical Application of Personal Risk Management
- February 1-3, 2017, Orlando, FL
- May 17-19, 2017, Burr Ridge, IL
Winning the Business: The Art of Presentation
- March 8-10, 2017, Burbank, CA
- June 6-8, 2017, Tarrytown, NY
- October 31-November 2, 2017, Fort Lauderdale, FL
Each course is 16-hours of instruction and is followed by a 2-hour essay exam. The examination is optional unless you wish to earn the CPRM designation. Attendance at CPRM courses will qualify as an annual update for CIC, CRM, CISR, and CSRM designees. CISRs and CSRMs can complete up to two years of updates by attending one CPRM course.
Individuals should have at a minimum a full understanding of standard personal lines insurance exposures and coverages. CISR and CIC Personal Lines courses/institutes are recommended to gain or reinforce this knowledge.