Program Sunsetting Notice:
The Certified School Risk Manager (CSRM) program is being sunset, marking the planned conclusion of a designation that has supported the professional development of school risk managers nationwide.
The Risk & Insurance Education Alliance is committed to:
- Honoring and maintaining the credibility of current CSRM designees
- Providing clear, final opportunities for CSRM participants to complete remaining coursework to earn their CSRM designation
- Strengthening long-term professional development pathways, including cross-credit options into the Certified Risk Manager (CRM) designation
The courses listed below represent the final CSRM offerings. Participants who wish to complete the CSRM designation should enroll in these courses during 2026.
For questions regarding designation status or completion pathways, please contact alliance@riskeducation.org.
CSRM Completion Options – 2026:
The following options represent the final pathways for participants currently enrolled in the CSRM Program to complete designation requirements:
Self-Paced Online
Self-paced CSRM course offerings will remain available through June 30, 2026, allowing participants to complete remaining coursework on a flexible schedule.
Live instructor-led CSRM webinars will be offered for each of the five CSRM core courses between July and November 2026. These interactive sessions represent the final opportunity to complete CSRM coursework and are designed to enable eligible participants to complete all designation requirements by December 31, 2026.
Participants are encouraged to plan accordingly and register early to ensure timely completion before the program sunset.
CSRM Courses
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
Register
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
Register
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
Register
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:
- Introduction to Risk Financing
- Total Cost of Risk
- Risk Financing Team
- Insurance Coverages
- Deductible Plans
- Pooling & Self-Insurance
- Insurance Placement
Register
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
Register
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.
Earning Your Designation
Take the five CSRM courses and pass the corresponding exams within three calendar years after you pass your first CSRM exam.
Keeping Your Designation
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.
- Contractors RiskPRO course: Dues Required
- Restaurant RiskPRO course: Dues Required
- Certified Insurance Counselor (CIC) course
- Certified Risk Manager (CRM) course
- Certified Personal Risk Manager (CPRM) course
- Ruble Seminars: Dues Required- Updates Two Years
- PROFocus Series: Dues Required- Updates Two Years
- MEGA Seminar: Dues Required (16hr MEGA updates for 2 Years, 8 hr MEGA Updates for 1 Year).
- Dynamics Series: Dues Required- Updates Two Years
- 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
- Certified Insurance & Risk Professional (CIRP) course
- Candidates must be retired from the insurance or risk management industry.
- Years you held the designation plus age must equal 70 or greater.
- Must be dues-paid members in good standing.
The Tenured status is available to active National Alliance designees who have held their designation(s) for 25 or more years, OR for designees who have not held the designation for 25+ years, but are 70 years old or older, AND who are in good standing (having completed their 2022 update) and are dues-paid members of the Society.
National Alliance designees eligible and qualified for Tenured status may maintain their designations by paying their membership dues every year and meeting their birth month update requirement every other year rather than annually. Tenured designees retain all rights and privileges of the designation and of their membership in the Society.
