Jason Pond
This year long designation program is designed for high-performing insurance professionals with at least three years of experience and a proven track record of high-net-worth sales, centers of influence management or account management expertise. Combining on-site and virtual learning, the program features Wharton faculty, industry experts, and exclusive opportunities to enhance expertise and differentiate participants in the field. The program covers an array of topics including business, finance, strategy, marketing, relationship management and leadership. Over 12 months, participants complete rigorous modules and a capstone project to earn the prestigious CAPI designation, setting a new standard for excellence in high-net-worth personal insurance.