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2027 Certified Advisor of Personal Insurance (CAPI) Program

January 12, 2027 - December 8, 2027

Summary

Chubb Personal Risk Services, in partnership with the Wharton School’s Aresty Institute of Executive Education at the University of Pennsylvania, offers the Certified Advisor of Personal Insurance (CAPI) designation—an advanced educational program designed for high-performing professionals in the high net worth personal insurance space.

Taught by faculty from Wharton Executive Education and experts across wealth management and high net worth insurance, this 12-month curriculum combines virtual and in-person learning. The program delivers both breadth and depth, providing participants with the insight and expertise needed to differentiate themselves in a competitive market.

To earn the CAPI designation, participants must complete all course modules and a capstone project focused on real-world application. CAPI graduates are equipped to deepen client relationships, deliver tailored solutions, and lead with greater confidence in this specialized segment of the industry.

View Program Catalog Page

Benefits of becoming a Certified Advisor of Personal Insurance

  • Accelerate your professional growth through immersive learning and real-world application
  • Deepen your understanding of the unique needs of successful clients and their families
  • Learn directly from Wharton faculty, Chubb thought leaders, and high net worth industry experts
  • Establish yourself as a trusted advisor in the specialized field of personal risk management
  • Differentiate yourself and your firm in a competitive, relationship-driven marketplace
  • Unlock a dynamic network in the high net worth space
  • Gain access to continued education and resources

Audience

This program is intended for agency principles or employees in a 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 following requirements in the 12-month course of study:

  • Attend all three in-person training sessions.
  • Participate in the CAPI weekly virtual lectures held on Tuesdays 12:00 pm – 1:00 pm ET. It is required that you attend 75% of the virtual lectures live. Missed sessions must be made up by viewing the recording of the virtual lecture.
  • Complete a Capstone Project which addresses a business challenge or opportunity in your agency. Adhere to project deadlines throughout the year.

Additionally, as a CAPI Alumni, you’ll be required to attend two Alumni virtual lectures 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 program, candidates must:
1. Complete the application form below by October 30, 2026
2. Applicants accepted into the CAPI program will be notified on November 13, 2026

Duration

The CAPI program begins on January 12, 2027 and ends December 8, 2027.

Tuition

Tuition for the 12-month program is $6,000 (USD) and includes all instruction and most meals. Participants are responsible for travel expenses and, if applicable, hotel accommodations for the residential modules. Hotel accommodations for Module 1 and Module 3 are arranged by Chubb, and an invoice will be sent prior to the start of each module.

Attire

Casual business attire is appropriate for the program. (No jeans, athletic wear, graphic t-shirts or casual footwear).

Chubb Contact

Ellen Kroesen
ellen.kroesen@chubb.com
914.318.8179

Submit your application

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2027 Certified Advisor of Personal Insurance (CAPI) Program

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