Certified School Risk Manager (CSRM)

CSRM Designation

The Certified School Risk Manager (CSRM) designation is known for providing career-building expertise and credibility within the school system and community.

Prove you’re a pro—earn the designation that matters—CSRM. Educational institutions require professionals who know how to identify today’s risks and plan for tomorrow’s challenges! CSRM is a designation program that allows you to expand your skills and enables you to apply quantitative and qualitative techniques to estimate the impact of risks in your school.

CSRM provides you with an introduction to risk management concepts as well as practical knowledge and strategies. CSRM is right for you if you:

are a Superintendent of Schools, Business Official, Risk and Safety Manager, School Administrator, Head of School,
are employed by a K-12 public or private school a charter school, a community college or university, or
are a licensed agent, account manager, underwriter, broker, or adjuster.

With these professional interests, you can focus in on CSRM courses and build your knowledge of the unique needs and exposures in the educational sector and increase your marketability!

Earning the CSRM designation demonstrates that you understand your school’s safety and risk requirements and can identify the different types of risk the students, faculty, staff and ultimately, the community are exposed to everyday.

Earning the CSRM Designation

Take the five CSRM courses and pass the corresponding exams within three calendar years after you pass your first CSRM exam.

Course Offerings

Fundamentals of Risk Management

Take an in-depth look at the overall risk management process, while examining the function of the school risk manager.

This foundational risk management course benefits school risk managers, employee benefits and safety coordinators, and those in human resources and positions that oversee the risk management function in schools. Insurance agents and brokers who work with school risk managers or the placement of school business are also encouraged to attend.

Take this course for an in-depth look at the overall risk management process while examining the function of the school risk manager.

Topics:

Risk Management Function and Process
The School Risk Manager
Identifying School Risks: Logical Classifications
Identifying School Risks: Methods
Gathering Loss Data

Measuring School Risk

Have qualitative and quantitative tools explained in a way that will help you analyze, evaluate, and measure school risks.

Participants will learn to analyze and evaluate school risks, along with the mechanics of forecasting and trending losses to be used in estimating loss projections, determining insurance program retentions, and deductibles.

Topics:

Introduction and Qualitative Analysis for School Risks
Qualitative Risk Assessment and Loss Run Analysis
Quantitative Analysis: Tools and Forecasting
The Risk Analysis Process

Handling School Risks

Get your school community up to speed with appropriate safety plans, hazard controls, and accident reduction strategies.

This course covers the risk control step of the risk management process. Participants will study risk control fundamentals, the purpose and elements of a safety and health plan, identification of hazard controls, and effective management of school claims as a post-accident loss control reduction technique.

Topics:

Fundamentals of Controlling Risk
Safety & Health Programs for School Districts
School District Exposures
Managing School Claims

Funding School Risks

The alternatives for funding school risks and the key financial issues that risk managers face will be clarified and explained in this fundamental course.

The primary focus of this course is to introduce and explain the methods that can be used to finance the district’s losses. Using general criteria, the risk manager compares and evaluates the various risk financing options and ultimately determines which is best for the school district.

Topics:

Administering School Risks

Level up your entire school risk management team’s administration abilities with implementation and communication tools and skills!

Participants will learn to implement and monitor the school risk management program, along with communications tools, the risk management information system (RMIS) and processes for delivering resources to the district, such as request for proposals and competitive sealed bids. The establishment of a district code of ethics and an ongoing ethics program concludes the course.

Topics:

Introduction to Administering School Risks—The Risk Management Process
The School Risk Management Team
Communicating with the Risk Management Team
Implementing the Risk Management Program
Monitoring the Risk Management Program
Ethics and the School Risk Manager

Self-Paced Online

Courses are accessible by computer, tablet, or cell phone—24/7 with an amazing 60-day period to complete (currently, the notebooks and other documents are not optimized to read on your phone)
Enjoy the easy-to-use learning environment—navigate freely
You’re in charge—the courses are self-directed! Stop and start your sessions anytime—your place will be saved
You’ll find helpful interactive Knowledge Check exercises with great feedback
There are self-quizzes to check comprehension—passing is required to advance to the next lesson and to take the exam

Instructor-Led Online

Live, instructor-led webinars - Interact and chat with your instructor, study real-world scenarios.
Instruction by the same expert faculty—with the ease of a webinar.
Convenience—use your computer, tablet, or cell phone.
7 Hours of Webinars, delivered over 2-4 Weeks.
Extended study period for exam-takers.
Instructive quizzes, optional reading assignments, exercises, and discussion board postings.
Complete the 1-hour proctored final exam to earn designation credit.

In-Person Classroom

One-day courses packed with powerful skill and career-advancing instruction, followed by an optional 1-hour exam—passing the exam is required to earn the designation
Get concrete, current examples and case studies presented by top-notch faculty to help you apply what you learn
Train your entire team and save money by bringing Risk & Alliance programs to your corporate or agency location—contact Coleen at PIA of Louisiana at (225) 761-1502 or coleen@piaoflouisiana.com.

Designation Updates

After earning the CSRM designation, you must meet an annual update requirement. Choose from the list provided, classroom or online. Please note that CSRM online self-paced courses require completion of all quizzes and review test for designation update.

Satisfies your annual update - two 4-HR courses:

4-Hour PRO C.E. Courses (formerly William T. Hold Seminars)

Satisfies your annual update - one 7-hr course:

William T. Hold Seminars—Classroom (7-hour)
Dynamics of Service—Classroom (7-hour)
Certified School Risk Manager (CSRM) course
Certified Insurance Service Representative (CISR) course

Satisfies your annual update - up to two years:

Certified Insurance Counselor (CIC) course
Certified Risk Manager (CRM) course
Certified Personal Risk Manager (CPRM) course
Ruble Seminars: Alliance Dues Required- Updates Two Years
PROFocus Series: Alliance Dues Required- Updates Two Years
MEGA Seminar: Alliance Dues Required (16hr MEGA updates for 2 Years, 8 hr MEGA Updates for 1 Year).
Dynamics Series: Alliance Dues Required- Updates Two Years

View the CSRM Course Offerings

Certified School Risk Manager (CSRM)

CSRM Designation

The Certified School Risk Manager (CSRM) designation is known for providing career-building expertise and credibility within the school system and community.

Earning the CSRM Designation

Course Offerings

Designation Updates

Building Business. Building Community.