Certified Personal Risk Manager

Top agents, brokers and insurance companies working with high net worth clients recognize the Certified Personal Risk Manager Program (CPRM) as the leading designation for professionals providing insurance and risk management services to this clientele.

The high net worth niche is lucrative and growing. Develop the skills you need to keep up with the world’s movers and shakers in this fascinating area of insurance and risk management. How? With CPRM!

What makes the CPRM Program so unique? The National Alliance developed this program in concert with the Council for Insuring Private Clients (CIPC), resulting in a powerful curriculum that furnishes just the right combination of risk management, technical information, and account development.

The CPRM Program will help you flourish in this extraordinary market segment. The courses are specifically intended for agency and company personnel who want to work in high net worth, personal lines risk management. Whether you are beginning your career, or you are a seasoned professional seeking a significant change, this program is designed for you. If you:

    • are an agency owner, account manager or executive, producer, licensed agent, broker, or adjuster,
    • are a risk manager, underwriter, financial or insurance professional,
    • have at least two or more years of full-time experience in the personal insurance industry, or in personal risk management,
    • have—at a minimum—a full understanding of standard personal lines insurance exposures and coverages,

you can begin to transform your career with CPRM. This first-of-its-kind high-level program is supported by top carriers from across the nation.

Set your sights high—earning the CPRM designation signifies that you can identify the particular exposures and meet the unique needs of your affluent and high net worth clientele.

CPRM Course Options

Personal Client Risk Management

Evaluating and Protecting the Lifestyle

Winning the Business

Understanding Coverage Differences

Practical Application of Personal Risk Management

Learning Options

Traditional Classroom

  • Each CPRM course is two days (16 hours) of instruction, followed by an optional 2-hour exam—passing the exam is required to earn the designation
  • CPRM courses are conducted each year in major cities throughout the U.S.
  • Expert, top-notch faculty who provide concrete examples and scenarios
  • Helpful notebooks and other resource materials
  • Train your entire team and save money by bringing National Alliance programs in-house to your location—contact Business Development for details

Instructor-Led Online Classroom

  • Same tested, high-quality curriculum
  • Interaction with and instruction by the same expert faculty—with the ease of a webinar
  • Convenience—use your computer, tablet, or cell phone
  • 4 weeks, with 2 webinars weekly: 10–12 a.m. and 2–4 p.m. Central Time
  • Daytime Only
  • Extended study period for exam-takers
  • Instructive quizzes, optional reading assignments, exercises, and discussion board postings

Earning the Designation

Take the five CPRM courses and pass the corresponding exams within five calendar years after you pass your first CPRM exam.

Earn Multiple Designations Concurrently or Consecutively

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

Keeping Your Designation

After receiving the CPRM designation, no further examinations are required. Click here to see if you need to take and pass the final exam(s) to receive state CE credit where available. To retain your designation, attend one of these update options annually—

Satisfies your annual update—dues required

  • James K. Ruble Seminar
  • PROFocus Series Seminar
  • MEGA Seminar
  • Entrepreneurial Insurance Symposium

Satisfies your annual update—dues required

  • Dynamics of Selling
  • Dynamics of Sales Management
  • Dynamics of Company/Agency Relationships

Satisfies your annual update—no dues required

  • Certified Insurance Counselor (CIC) course
  • Certified Risk Manager (CRM) course
  • Certified Personal Risk Manager (CPRM) course