Trusted Risk Advisor Series


IIANC Classroom, Cary, NC  
Wednesday, April 12, 2023 - Thursday, May 11, 2023   iCalendar Eastern Standard Time

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.

This is your one-stop to register for all 4 Trusted Risk Advisor sessions!  This page is for those who wish to register for all 4 sessions at one time. If you wish to register for each session individually you may do so by registering on the page specifically dedicated for that session. 

**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.**


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):   Wednesday, April 12, 2023
                              Location:  IIANC Office - Cary, NC
                              Time:  8:30 AM - 4:00 PM (45 minute lunch break; Lunch will be provided)
                              CE Credits:  3 hours (IIANC will only file CE for those with a NC insurance license)

          Session 2:  The Art and Science and Discovery... Leading to Strategy
                              Date(s):   Thursday, April 13, 2023
                              Location: IIANC Office - Cary, NC
                              Time:  8:30 AM - 4:00 PM (45 minute lunch break; Lunch will be provided)
                              CE Credits:  4 hours (IIANC will only file CE for those with a NC insurance license)

          Session 3:  The Risk Advisor... Moving Away from the Transactional Sales
                              Date(s):  Wednesday, May 10, 2023
                              Location:  IIANC Office - Cary, NC
                              Time:  8:30 AM - 4:00 PM (45 minute break for lunch. Lunch will be provided for you)
                              CE Credits:  4 hours (IIANC will only file CE for those with a NC insurance license)

          Session 4:  Creating a Differentiated Customer Experience Journey Through the TRA Process
                              Date(s):  Thursday, May 11, 2023
                              Location:  IIANC Office - Cary, NC
                              Time:  8:30 AM - 4:00 PM (45 minute break for lunch. Lunch will be provided for you)
                              CE Credits:  4 hours (IIANC will only file CE for those with a NC insurance license)



** IIANC Cancellation Policy
Please note, the cancellation policy for this class is different than the standard IIANC cancellation policies.  Any cancellations made from the time of registration, until 10 days prior to the class, will receive only a refund of 50% of the original registration price.  Cancellation made less than 10 days from the start of the course will not be eligible for a refund.  If an emergency occurs and you are unable to attend this course, please contact us as soon as possible at Education@iianc.com.