CRB Elective Course

The Firm Rules:
Policies to Mitigate Risk

Company policies are essential to mitigate risk and limit liability. This course provides a checklist of items that should be included in a policy manual and introduces options for each component.  From federal mandates, state regulations and Code of Ethics compliance to employment laws, data security, and brokerage policy options, you’ll come away with a clear understanding of what should be addressed..

Course description and learning objectives
Learn more about the CRB Designation

Learning Opportunities

We offer a flexible delivery structure so you can customize your educational experience through a variety of delivery options.  This course is available as:
  • Live Classroom: Instructor-led in a classroom offering group interaction and networking.
  • Live Virtual Classroom: Instructor-led web based in two 2.5 hour sessions.  Convenient and affordable access.
  • Online AVAILABLE:  Self-paced, self-study and web based.  Convenient and affordable access.