Top agents, brokers and insurance companies working with high net worth clients recognize the Certified Personal Risk Manager Program (CPRM) as the leading designation for professionals providing insurance and risk management services to this clientele.
Skills/Competencies
- Risk management
- Account management
- Service and sales expertise
- Claims management
- Frontline underwriting
- Creative problem solving for the affluent client
- Customer retention
- Farm, ranch, and equine knowledge
- Non admitted markets knowledge
Earning/Maintenance Criteria
- Complete five 16-hour CPRM courses and corresponding exams within 5 calendar years
- Achieve a minimum score of 70% on each two-hour essay-style exam, taken at the end of each course; and
- Fulfill an update requirement by taking 16 hours in supplementary courses each year.
Earn the CPRM Designation
Take the five CPRM courses and pass the corresponding exams within five calendar years after you pass your first CPRM exam.
Earning Multiple Designations
A CPRM can achieve the CIC designation by completing any four CIC courses plus one CPRM course. This option allows you to earn both designations by completing only nine courses—the four CIC courses of your choice, plus all five CPRM courses.
Maintain Your Designation – CRM Designation Requirements
After receiving the CPRM designation, no further examinations are required. To retain your designation, attend one of these update options annually.
Satisfies your annual update - dues required:
- James K. Ruble Seminar
- PROFocus Series Seminar
- MEGA Seminar
- Dynamics of Selling
- Dynamics of Sales Management
- Dynamics of Company/Agency Relationship
Satisfies your annual update - no dues required
- Certified Insurance Counselor (CIC) course
- Certified Risk Manager (CRM) course
- Certified Personal Risk Manager (CPRM) course
Emeritus Status
A status available to designees who are ready to retire, but not ready to give up the designation for which they worked so diligently and maintained for so many years. Emeritus status is maintained with annual dues payment and no annual update is required. The Emeritus status guidelines are:
- Candidates must be retired from the insurance or risk management industry.
- Years you held the designation plus age must equal 70 or greater.
- Must be dues-paid members in good standing.
Tenured Status
The Tenured status is available to active National Alliance designees who have held their designation(s) for 25 or more years, OR for designees who have not held the designation for 25+ years, but are 70 years old or older, AND who are in good standing (having completed their 2022 update) and are dues-paid members of the Society.
