PHILADELPHIA, Nov. 3, 2016 /PRNewswire/ -- 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 33 agents and brokers.
Created by Wharton and Chubb in 2014, the CAPI program helps agents and brokers serve as trusted advisers to high-net-worth clients. Following 12 months of study, program participants must complete a project to demonstrate their mastery of the curriculum.
"Agents who have completed the CAPI program have demonstrated a full understanding of high-net-worth customers, including their financial affairs, family management and philanthropic activities," said Annmarie Camp, Executive Vice President, Sales and Distribution Leader, Chubb Personal Risk Services. "By being more insightful about all the financial dynamics affecting high-net-worth families, CAPI agents are in a better position to help customers manage their most significant risk exposures."
CAPI's curriculum consists of six modules related to the high-net-worth 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.), "Family Security," "Relational Agility," and "Building Your Personal Brand." Classes are held on Wharton's campus in Philadelphia, at the Chubb Personal Risk Services' office in Whitehouse Station, NJ, and online.
The agents and brokers in the CAPI's second 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. A list of the CAPI graduates is available at: CAPI Class of 2016
Chubb is the world's largest publicly traded property and casualty insurance company. With operations in 54 countries, 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, and other locations, and employs approximately 31,000 people worldwide. Additional information can be found at: chubb.com.
About the Wharton School
Founded in 1881 as the first collegiate business school, the Wharton School of the University of Pennsylvania is recognized globally for intellectual leadership and ongoing innovation across every major discipline of business education. With a broad global community one of the most published business school faculties, Wharton creates ongoing economic and social value around the world. The school has 5,000 undergraduates, MBA, Executive MBA, and doctoral students; more than 9,000 annual participants in executive education programs; and a powerful alumni network of 95,000 graduates.
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