Trusted Risk Advisor Certification Program

TRA Course #3: The Risk Advisor... Moving Away from the Transactional Sales

• The Underwriter's Response to the TRA Process
• The Art of Negotiation
• Prospect Research Evaluation Program (PREP)
• Filling the Prospect Pipeline
• The World of the CFO

TRA designation series schedule:

• Spring 2026

  • TRA 1: Feb. 9-24, finale Feb. 24, 12 noon ET 
  • TRA 2: March 9-24, finale March 24, 12 noon ET
  • TRA 3: Apr, 13-28, finale April 28, 12 noon ET
  • TRA 4: May 11-27, finale May 27 (Wed. due to Memorial Day), 12 noon ET

  Fall 2026

  • TRA 1: Sept. 14-29, finale Sept. 29, 12 noon ET 
  • TRA 2: Oct. 5-20, finale Oct. 20, 12 noon ET
  • TRA 3: Oct. 26-Nov. 10, finale Nov. 10, 12 noon ET
  • TRA 4: Nov. 16-Dec. 3, finale Dec. 3 (Thurs., due to Thanksgiving), 12 noon ET

Members - $1,000
Non-members - $1,300