CPRIA Segment II: Understanding the High Net Worth Universe
CPRIA Segment II: Understanding the High Net Worth Universe
Anyone who works in the high net worth field can tell you how unique it is compared to any other career field. Throughout this segment, you will get an in-depth view of the wide scope of the high net worth population in the U.S. and worldwide and their sources of wealth. Top private risk advisors will share advice on current trends and key behaviors that have made them successful with clients and third-party referral sources.
What You’ll Cover
This segment explores the broader high net worth landscape, the role of the private risk advisor, and the relationship-building behaviors that help professionals become trusted partners to affluent clients and referral sources.
Course Components
Complete the following in addition to the final assessment to receive a certificate of completion:
- Online Learning Course: The High Net Worth Universe
- Online Learning Course: The Role of the High Net Worth Personal Insurance Specialist
- Online Learning Course: The Trusted Advisor
- Podcast: The Trusted Advisor
- Case Study Assignment: Rebekah McClure
- Case Study Assignment: Karen Simmons
- Expert’s Corner Webinar: The Trusted Advisor in Action
Required Reading Assignments
- United States Wealth Report: Cap Gemini/RBC Wealth Management
- World Wealth Report: Cap Gemini/RBC Wealth Management
- Trusted Advisor Anthology - Hannah Grove
Continuing Education (P&C Producer)
Continuing Education credits are available in select states. During registration, you will have the option to purchase CE credits where approved.
Questions?
Contact PRMA for assistance with CPRIA registration.
Kristine Sharp
kristine.sharp@privateriskmanagement.org
(888) 317-7762 x702
Already enrolled? Access PRMA Academy for enrolled participants: prma.mrooms.net
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