Introduction to Family Office Risk Management
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Family Offices are the ultimate risk management challenge for the personal risk specialist focused on the high net worth segment. In this introductory course, you’ll build the skills needed to deliver a risk management strategy to family offices and better understand what it takes to acquire and maintain these accounts.
About This Course
Endorsed by the Tobin Center for Executive Education of St. John’s University in conjunction with St. John’s School of Risk Management, Insurance and Actuarial Science, this course is ideal for professionals who target this segment, support wealthy families, underwrite family accounts, or want to strengthen their understanding of family office risk management needs.
Course Details
Offered on demand. You will have access to the course for 30 days at the time of registration.
Learning Modules
Complete the following (in addition to the final assessment) to receive a certificate of completion:
- What is a Family Office? Understanding purposes, organizational structures, functions, and services
- Understanding Family Offices: Dynamics and nuances of serving multi-generation wealthy families
- Create Your Family Office Process: Acquire, onboard, and maintain family office accounts
- Risk Review and Analysis: Guidance for risk review and analysis during acquisition
- Presentation of Findings & Program Implementation: Recommendations, onboarding, and maintenance
- Expert’s Corner: Recorded interviews with family office experts
Optional Reading Assignments
- Selected articles addressing key issues and concerns of family office professionals and family members
Continuing Education (P&C Producer)
Continuing Education credits are now included in the course fee. Approved states and credit amounts are shown below.
| 3 Credits | 4 Credits | 5 Credits | 6 Credits | 7 Credits |
|---|---|---|---|---|
| NE, WA | MO, OK | IN, LA | CA, FL, ME | NY, VA |
| 8 Credits |
|---|
| AL, AZ, CO, CT, GA, IA, ID, IL, KS, KY, MA, MN, MS, MT, NC, NH, NJ, OH, OR, PA, RI, SC, TN, TX, WI, WY |
Education Sponsors
Our programming would not be possible without our passionate Education Sponsors. Thank you! Contact us to learn how to secure your sponsorship today.
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