Trusted Risk Advisor Certification Series

***This program is a virtual program comprised of 4 courses.  Course work will be completed in a learning portal and a finale for each session will be held with classmates and coaches. Information about accessing the learning portal will be sent out the week before the program begins.***
 

Want to show insureds and carriers that you have mastered the art of consulting, diagnosing, and treating risk?  The Trusted Risk Advisor certification program has been designed for  seasoned and successful insurance agents and brokers who want to do just that!  As a certified Trusted Risk Advisor (TRA), you will have proved that you are advanced in the ability to deliver an enterprise risk management method, confirm that you have a "growth mindset" and utilize additional tools and tactics to improved your performance as an insurance professional.

• Immersive, cohort-based microlearning modules facilitated by subject experts
• Collaborate with peers, experts and coaches in an online environment

Earn the Trusted Risk Advisor Designation in four months - No tests or annual update!
**All four sessions must be completed entirely to earn the TRA certification.  Full attendance is required to receive CE credit.  IIANC will only file CE for those who have a valid insurance license in North Carolina.**

The Trusted Risk Advisor  Certification is comprised of 4 online courses, which range from 30-45 minutes per day:

Trusted Risk Advisor Sessions and Dates and Locations are:
Sessions should be completed in order.  If you find that you are unable to attend one of the sessions after you have already registered, please contact us at Education@iianc.com so that we can assist you with rescheduling. 

          Session 1:  Goodbye, Agent and Broker.  Hello, Trusted Risk Advisor
                              Date(s):   Monday, March 3 - Friday, March 7, Finale: March 18, 2025
                              Location:  Online
                              Course Time:  Complete work within the time frame
                              Finale Time:  12:00 PM (live meeting with classmates and coach) 
           
          Session 2:  The Art and Science and Discovery... Leading to Strategy
                              Date(s):   Monday, April 7 - Friday, April 11, Finale: April 22, 2025
                              Location:  Online
                              Course Time:  Complete work within the time frame
                              Finale Time:  12:00 PM (live meeting with classmates and coach) 

          Session 3:  The Risk Advisor... Moving Away from the Transactional Sales
                              Date(s):   Monday, May 5 - Friday, May 8, Finale: May 20, 2025
                              Location:  Online
                              Course Time:  Complete work within the time frame above
                              Finale Time:  12:00 PM (live meeting with classmates and coach) 

          Session 4:  Creating a Differentiated Customer Experience Journey Through the TRA Process
                              Date(s):   Monday, June 2 - Friday, June 5, Finale: June 17, 2025
                              Location:  Online
                              Course Time:  Complete work within the time frame above
                              Finale Time:  12:00 PM (live meeting with classmates and coach)