Understand the Complexities of Family Offices
Family offices face a unique and increasingly complex range of risks. The Introduction to Family Office Risk Management course provides a foundation for understanding the family office environment and the risk management considerations involved in protecting affluent and high-net-worth families.
Click here to learn more about the course material, requirements, and continuing education options before registering.
Your Course at a Glance
Format: 100% On-Demand
Access: 30 Days
Member Rate: $100
Non-Member Rate: $150
CE: Available in Select States at No Additional Cost
Continuing Education Credits
Continuing Education credits for P&C Producers are available in the approved states below at no additional cost.
3 CE Credits
NE, WA
4 CE Credits
MO, OK
5 CE Credits
IN, LA
6 CE Credits
CA, FL, ME
7 CE Credits
NY, TX, VA
8 CE Credits
AZ, CO, CT, GA, IA, ID, IL, KS, KY, MA, MN, MS, MT, NC, NH, NJ, OH, OR, PA, RI, SC, TN, WI, WY
Important Registration Information
This course is available on-demand. Learn on your schedule! Register any time and begin once your course access is activated. Please allow up to 48 hours for access.
Please note: Your course access will expire 30 days after activation. We encourage you to ensure your schedule allows sufficient time to complete the course before registering.
Cancellation Policy
All requests for cancellation must be received in writing prior to beginning the course session.
- Requests received within 0–5 business days of registration will receive a full refund.
- Requests received 6 days or more after registration are not refundable or transferable.