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.