An exclusive opportunity

for high performing

insurance professionals.

Take yourself further

Like the clients you serve, you make the most of every opportunity. Now, you can distinguish yourself in the industry by earning certification in the growing field of high net worth insurance.

Wharton Executive EducationChubb Private Risk Services, in partnership with the Wharton School of the University of Pennsylvania, Aresty Institute of Executive Education, is offering the Certified Advisor of Personal Insurance (CAPI) designation program, a comprehensive educational curriculum intended for high performing insurance professionals.

Featuring faculty members of the Wharton School and the Wharton Wealth Management Initiative at Wharton Executive Education, as well as numerous experts in high net worth insurance, the program offers both a breadth and depth of learning that can provide unrivaled differentiation for those who become certified. This rigorous program combines on-site and virtual learning, setting new standards for industry excellence.

Client Meeting

Benefits of a CAPI designation

  • Accelerate professional development
  • Better understand the needs and dynamics of the high net worth market
  • Interact with Wharton faculty, Chubb thought leaders, and industry practitioners
  • Excel as an expert in the niche area of high net worth personal insurance
  • Differentiate yourself and your agency to existing and prospective clients

The Mark of Excellence

CAPI LogoThis competitive program offers exclusive opportunities for participants to hone their skills and expertise in the area of high net worth personal insurance. The CAPI designation can boost your career potential as a high net worth producer by creating a better understanding of client needs and solutions. To achieve the CAPI designation, individuals must complete all modules in the 12-month course of study, including a capstone project.

Are you the ideal candidate?

This 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.

Commitment

CAPI is a 12-month program that combines the benefits of on-site training at both the Wharton campus and Chubb American headquarters, along with the flexibility and technical advances of online instruction. The design of the program also features the advantage of ongoing access to fellow graduates and program alumni.

Learn from the leaders

Chubb Private Risk Services (PRS) is a leader in the insurance industry and in providing producer education. PRS pioneered a specialized focus on the affluent market more than 30 years ago, providing world-class coverage and service options that have been the envy of numerous insurers over the years. With unsurpassed expertise on the unique property, collectibles, automobile, watercraft, family safety and liability insurance needs of affluent individuals, Chubb is privileged to include among its clientele some of the world’s most influential people.

Alumni Resource Network

The CAPI Alumni resource network grows every year. You’ll have access to continuing education events necessary for the maintenance of your designation as well as virtual recording archives from the most recent cohorts.

Access CAPI Alumni Resources

Application Process

Individuals who are interested in the program should:

  1. Speak to their local Chubb representative to get more information and application instructions.
  2. Complete the online application and submit it to Chubb.

Candidate selection

A team from Chubb will review all applications and nominate candidates for the program. While this team will do its best to accommodate as many qualified applicants as possible, the aim is to admit a class size of 40 individuals per each 12-month program. If we are unable to accommodate you for an upcoming class, we will ask about your interest in deferring your application for the next available 12-month program cohort.

Investment

Tuition for the 12-month program is $5,000, which includes all in-person instruction at Wharton and at Chubb, as well as all virtual instruction. Travel costs for the residential programs are the additional responsibility of the participant. This is a program subsidized by Chubb, and the cost per agent is much greater than the tuition being charged.

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