PHILADELPHIA, May 4, 2022—The Aresty Institute of Executive Education at the Wharton School of the University of Pennsylvania and Chubb have awarded the Certified Advisor of Personal Insurance (CAPI) designations to 40 agents and brokers.
Created by Wharton and Chubb in 2014, the CAPI program helps insurance agents and brokers serve as trusted advisers to successful clients. Following 12 months of study, program participants must complete a capstone project to demonstrate their mastery of the curriculum. To date, there are 291 insurance professionals who hold the prestigious designation.
“The agents who have successfully completed the CAPI program have demonstrated an extensive understanding of the financial dynamics, complex risk management challenges and insurance needs facing successful clients. With these insights, CAPI agents are in a better position to advise them on their financial affairs, philanthropic activities, and their ever-evolving risk exposures,” said Mary Parsons, Executive Vice President, Sales and Distribution Leader, Chubb Personal Risk Services.
CAPI’s curriculum consists of three modules related to the financially-successful mindset, custom insurance solutions, building client relationships, selling, excelling in the high-net-worth arena, and sustaining excellence. Courses, which are taught by Wharton faculty, Chubb subject matter experts and other professionals, include “Understanding the Total Family Balance Sheet,” “Collections” (art, jewelry, antiques, wine, etc.), “Insurance Concerns and Special Needs,” “Building Relationships,” and “Trust Based Selling.” Classes were held virtually beginning in June of 2021 before moving to in-person with a hybrid option to finish the program.
The agents and brokers in the CAPI’s seventh graduating class work for a variety of organizations, ranging from major global and regional brokerages to small-town, family-owned independent agencies across the United States and in Canada.
Chubb is the world's largest publicly traded property and casualty insurance company. With operations in 54 countries and territories, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance and life insurance to a diverse group of clients. As an underwriting company, we assess, assume and manage risk with insight and discipline. We service and pay our claims fairly and promptly. The company is also defined by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength and local operations globally. Parent company Chubb Limited is listed on the New York Stock Exchange (NYSE: CB) and is a component of the S&P 500 index. Chubb maintains executive offices in Zurich, New York, London, Paris and other locations, and employs approximately 31,000 people worldwide. Additional information can be found at: www.chubb.com
Chubb Insurance Company of Canada has offices in Toronto, Calgary, Montreal and Vancouver and provides its products and services through licensed insurance brokers across Canada. For additional information, visit: chubb.com/ca.
About the Wharton School
Founded in 1881 as the world’s first collegiate business school, the Wharton School of the University of Pennsylvania is shaping the future of business by incubating ideas, driving insights, and creating leaders who change the world. With a faculty of more than 235 renowned professors, Wharton has 5,000 undergraduate, MBA, executive MBA, and doctoral students. Each year 13,000 professionals from around the world advance their careers through Wharton Executive Education’s individual, company-customized, and online programs. More than 100,000 Wharton alumni form a powerful global network of leaders who transform business every day. For more information, visit www.wharton.upenn.edu.