Join an elite group of insurance professionals dedicated to excellence

For successful families and individuals, personal insurance means more than just protection — it’s about crafting bespoke solutions that reflect the values, aspirations, and complexities of life.

To help agents effectively serve the specialized needs and dynamics of this client base, Chubb Personal Risk Services, in partnership with the Wharton School, is offering the Certified Advisor of Personal Insurance (CAPI) program.

Wharton Executive EducationThrough the CAPI program, we train insurance professionals to thoroughly understand and address the unique risk-management needs and challenges of highly successful clients.

The CAPI designation for agents sets new standards for industry excellence, and successfully completing the program distinguishes you as a trusted advisor to high-net-worth individuals and families to your agency and to existing and prospective clients.

As a large percentage of the program is subsidized by Chubb in support of our key agency partners dedicated to this industry niche, entry is highly-competitive.

What CAPI  alumni say

“This is a true master’s program in the insurance business.”

CAPI Graduate

“The people here are the best of the best — and you’re rubbing shoulders with them.”

CAPI Graduate

“It’s the best thing I ever did for my career.”

CAPI Graduate

Watch the video to learn more

Accelerate your professional development with CAPI

The prestigious 12-month CAPI program features esteemed faculty members of the Wharton School of the University of Pennsylvania and the Aresty Institute of Executive Education, as well as Chubb leaders and other experts in the high-net-worth marketplace. CAPI provides:

  • Incomparable industry education – The rigorous curriculum is presented via two in-person multi-day sessions on the Wharton campus (as well as one off-campus session), combined with weekly virtual lessons.
  • Small cohort size – We accept a limited number of students into the program each year, allowing for more individualized instruction and more intimate class interaction.
  • Training grounded in real-world experience – Leverage the powerful learning of the CAPI program to address the pressing and practical needs specific to participants’ careers and business.
  • Advice and support – A Chubb advisor is assigned to each participant to guide them through their progress to project and program completion.
  • Connections and community – Participants gain access to industry leaders and experience the camaraderie and ongoing association with their fellow “CAPIs,” both in their classes and through the alumni network.
  • Alumni resource network and ongoing instruction – In addition to two Chubb-sponsored alumni continuing-education sessions each year, participants have access to the recorded and archived virtual lectures of the most recent CAPI cohorts to keep them informed about the latest industry trends and best practices.

Is the CAPI  program right for you?

The CAPI program is intended for agents with at least three years of experience in personal insurance and a proven track record of high-net-worth sales, centers of influence management, or account-management expertise.

CAPI LogoAgents who apply should also be willing and able to commit time and energy to the demands of a challenging yearlong program.

A Chubb team will review all applications and select candidates whom they deem ready for CAPI and who are positioned for success in the program.

CAPI  is an investment in your future

If accepted, agent contribution to tuition for the complete CAPI program is $6,000 — much less than the actual per-participant cost (which is highly subsidized by Chubb).

Tuition includes all in-person instruction at Wharton and at Chubb, as well as all virtual lectures, class materials, one-on-one advisor sessions, and more. Travel costs for the residential programs are the responsibility of the participant.

Are you ready for a CAPI  career boost? Get application instructions

Completion of the CAPI program will enhance your knowledge, skills, and opportunities in the high-net-worth marketplace.

For more details – including how to apply – fill out and submit the form below or speak to your local Chubb representative for program information and online application instructions.