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Personal Client Risk Management

To Be Determined - Dallas Area

UNKNOWN ADDRESS Dallas, TX 75301

Sep 30-Oct 01, 2024 | Classroom

Topics Date Time Speaker
Registration/Check-In Sep 30, 2024 07:30 AM-08:00 AM

Introduction to the High Net Worth/Affluent Market Sep 30, 2024 08:00 AM-10:15 AM Beverly Raiford
CIC, CISR, CRM
B A RAIFORD LLC, Liberty Hill, TX
The Risk Management Process Sep 30, 2024 10:15 AM-12:15 PM Beverly Raiford
CIC, CISR, CRM
B A RAIFORD LLC, Liberty Hill, TX
Lunch - on your own Sep 30, 2024 12:15 PM-01:15 PM

Risk Management - Application to Property & Liability Sep 30, 2024 01:15 PM-05:15 PM Beverly Raiford
CIC, CISR, CRM
B A RAIFORD LLC, Liberty Hill, TX
Exam Briefing Sep 30, 2024 05:15 PM-05:30 PM

Check-In Oct 01, 2024 07:30 AM-08:00 AM

Risk Management - Application to Lifestyle Oct 01, 2024 08:00 AM-11:00 AM Sue Weber
CPRM, CPCU, AFIS
Private Client Select Insurance Services LLC, Easton, PA
Risk Management - Application to CAT Exposures Oct 01, 2024 11:00 AM-12:00 PM Sue Weber
CPRM, CPCU, AFIS
Private Client Select Insurance Services LLC, Easton, PA
Lunch - on your own Oct 01, 2024 12:00 PM-01:00 PM

Risk Management - Application to CAT Exposures (Continued) Oct 01, 2024 01:00 PM-03:00 PM Sue Weber
CPRM, CPCU, AFIS
Private Client Select Insurance Services LLC, Easton, PA
Emergency Preparedness Oct 01, 2024 03:00 PM-05:00 PM Sue Weber
CPRM, CPCU, AFIS
Private Client Select Insurance Services LLC, Easton, PA
Educational Consultant:
Robert Ray, CIC, CPRM, CRM
National Risk Management & Associates, Sanford, FL , United States
Online Exam Window:
October 07 - October 10, 2024


All final exams require you to have a proctor, a disinterested third-party, to monitor your exam through its entirety. More testing information and instructions can be found at scic.com/proctor-monitor-rules.


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