I. Fundamentals of Personal Risk Management

When working with high net worth clients, there are some basics.  During this segment, you will explore fundamental terminology, develop a risk management strategy and learn the essential steps to implementing that strategy with your clients.

Course Details
Complete the following, in addition to the final assessment, to receive a certificate of completion:

Learning Modules

• Online Learning Course: Fundamentals of Personal Risk Management
• Online Learning Course: Understanding Underwriting Principles and  Pricing
• Expert's Corner:  Emerging Trends in Underwriting and Analytics Webinar
• Personal Risk Management Case Study:  “Robert and Clair Wilson”
• Expert's Corner:  Personal Risk Management In Action  - Case Study Review and  Discussion Webinar

Required Reading Assignments

• IRMI:  Risk Management Why and How

Optional Reading Assignments

• Wealth Exposed:  Insurance Planning for High Net Worth Individuals and Their Advisors, by Brian G. Flood
• Insurance Intelligence Whitepaper; “Wealth At Risk:  How High Net Worth Families Overpay To Be Underinsured.”

Estimated Learning Commitment 
8 Hours

During the registration period, click here to register.

Continuing Education Credits for P&C Producer Approved State
State Specific CE Requirements

4 Credits	5 Credits	7 Credits	7.5 Credits
GA	LA, MD, NE, WA	IN	Alberta

8 Credits

AZ, CA, CO, CT, DE, FL IA, ID, IL, KS, KY, MA, ME, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, WI, WY Manitoba, Saskatchewan