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The State of Nevada has only approved this course for 3 credits of Property & Casualty and 3 credits of Ethics.
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OVERVIEW AND TOPICS
Introduction to the High Net Worth/Affluent Market
Learn how the source of clients’ wealth, complex planning needs, and loss exposures created by family and lifestyle issues increase clients’ exposures to loss.
The Risk Management Process
This section will explain the expectations and responsibilities of being a Personal Risk Manager as the client advocate. It will provide the steps in the risk management process. Participants will recognize the general classes of risk and explain the potential losses associated with each general class.
Risk Management - Application to Property & Liability
Apply the risk management steps of Identification and Analysis to a client’s residential property, collections, and liability exposures.
Risk Management - Application to Lifestyle
Apply the risk management steps of Identification and Analysis to a client’s domestic staff and lifestyle exposures.
Risk Management - Application to CAT Exposures
Apply the risk management steps of Identification and Analysis to a client’s domestic staff and lifestyle exposures. Explore the risk control techniques used to reduce the frequency and/or severity of losses related to the employment of domestic staff and the client’s lifestyle.
Emergency Preparedness
Emergency preparedness as a strategic process and its goals as they pertain to affluent and high net-worth individuals and families.
