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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.

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.

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