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CPIA 2 - Implement for Success
March 13, 2026 8:00 AM - 4:30 PM
(EDT)
Description
During this session, participants will be provided with specific tools for analyzing consumer needs; will learn to utilize risk identification techniques to gather pertinent prospect information; will develop skills necessary to assimilate information gathered into a customized protection program; and will participate in exercises designed to promote effective delivery of proven solutions. Throughout each section of the workshop material, tips for preventing Errors & Omissions are highlighted and discussed.
Approved CEs: 7 RI | 7 MA If you need credits in another state, please confirm prior to registering.
