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2020 Certified Advisor of Personal Insurance (CAPI) Program – Philadelphia, PA

January 14 - December 10

Steinberg Conference Center, Univ. of Pennsylvania



Chubb Personal 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.

This 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.

Benefits of becoming a Certified Advisor of Personal Insurance:

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


This program is intended for agents in a senior leadership role who regularly engage with successful clients. Individuals should have at least five years of experience in high net worth personal insurance, centers of influence management or business development. All candidates must apply for acceptance into the program.

Program Requirements:

To achieve the CAPI designation, individuals must complete all modules in the 12-month course of study, including:

1.  Attendance at all three residential training sessions:
•  January 14-16, 2020, at Wharton Business School, Philadelphia, PA
•  June 8-10, 2020, at Convene Conference Center, Philadelphia, PA
•  December 7-10, 2020 at Wharton Business School, Philadelphia, PA

2.  Participation in the weekly CAPI virtual classroom sessions held on Tuesdays 12:00 pm – 1:00 pm EST.  It is required that you attend 75% of the CAPI virtual sessions live.  Missed sessions to be made up by viewing recording of virtual session.

3.  Completion of a Capstone Project which addresses a business challenge or opportunity in your agency.  Adherence to project milestones throughout the year is required.

Additionally, as a CAPI Alumni, you’ll be required to attend two Alumni virtual sessions annually in order to maintain the CAPI designation.  Other Alumni training opportunities will be offered, but not required.

CAPI Video Overview: Hear From Faculty and Students

Application Process

To apply for acceptance to the CAPI designation program, candidates must:

1.  Click on the green ‘Register’ button to access the online application, and
2.  Complete the online application by Friday, November 1, 2019.

Applicants accepted into the CAPI program for 2020 will be notified on November 15, 2019.


The CAPI program begins on January 14, 2020 and ends December 10, 2020.


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 and the cost of your hotel stay for the residential programs are the additional responsibility of the participant.  Chubb will cover other costs, including most meals.


Casual business attire is appropriate for the program.

Submit Your Application

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2020 Certified Advisor of Personal Insurance (CAPI) Program 2020 01/14-12/10
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January 14
December 10
Event Category:


Steinberg Conference Center, Univ. of Pennsylvania
255 South 38th Street
Philadelphia, 19104 United States
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