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.
The CPRM courses are:
- Personal Client Risk Management
- Understanding Coverage Differences
- Evaluating and Protecting the Lifestyle
- Practical Application of Personal Risk Management
- Winning the Business: The Art of Presentation
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.
To learn more or register for a CPRM course click here