Trusted Risk Advisor™ Certification Program
Take your credibility to the next level
The Trusted Risk Advisor™ Certification Program from Beyond Insurance gives agents and brokers an enterprise risk management skill-set through a logical, disciplined, and results-oriented framework.
- 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
And all of this is at a discounted rate, courtesy of your PIA membership.
The Trusted Risk Advisor™ Certification is comprised of four online courses, which range from 30-45 minutes per day:
Goodbye, Agent and Broker.
Hello, Trusted Risk Advisor
Sept. 15-26, 2025
Webinar finale: Sept. 30
Approved for 5 NYCE credits, applicable to BR, C1, C3, LA, LB, LSB, PA, PC licenses. Approved for 5 GEN NJCE credits.
Approved for 5 GEN CTCE credits.
The Art and Science of Discovery…
Leading to Strategy
Oct. 13-23, 2025
Webinar finale: Oct. 28
Approved for 6 NYCE credits, applicable to BR, C3, PA, PC licenses. Approved for 6 GEN NJ CE credits. Approved for 6 GEN CTCE credits.
The Risk Advisor…Moving Away
from the Transactional Sale
Nov.10-25, 2025
(program will close on Nov. 25 due to holiday)
Webinar finale: Nov. 21
Approved for 5 NYCE credits, applicable to BR, C3, PA, PC licenses. Approved for 5 GEN NJCE credits. Approved for 5 GEN CTCE credits.
Creating a Differentiated Customer Experience Journey Through the TRA Process
Dec. 1-12, 2025
Webinar finale: Dec. 16
Approved for 2 NYCE credits, applicable to BR, C3, PA, PC. Approved for 2 GEN NJ CE credits.
Registration for the entire series is $896 for PIA members/
$1,300 for nonmembers.
The benefits
- You’ll garner a distinguished brand and competitive advantage through formal training in consultative, diagnostic sales and risk-advisory skills from top-tier coaches.
- Certification gives you established credibility to identify, analyze, and mitigate risks and exposures on your clients’ behalves successfully.
- Your clients will trust you to reduce the frequency and severity of claims—regardless of market conditions.
- Use of the Trusted Risk Advisor™ mark—articulate that you are skilled at reducing claim frequency and severity.
Want more details about the program? Download our brochure or watch our video.
