Self-test: Is the "Social Insurance Expert with Federal Diploma (HFP)" course the right one for me?
Are you thinking about training to become a social insurance expert? But would you like to be on the safe side and make sure that you are really on the right track with this course?
Then take the test now!
Among other things, our test will tell you whether a job as an expert in the field of social insurance with a federal diploma is right for you and whether a preparatory course for the Advanced Federal Diploma in Social Insurance (HFP) is right for you.
What does the day-to-day work of social insurance experts with a federal diploma look like?
Social insurance experts work in social services, insurance companies, public administrations, compensation funds, human resources and private sector companies. They work in upper management, where they take on demanding and responsible management tasks.
A social insurance expert is a proven professional in all aspects of the social insurance system, particularly in the social insurance branches of AHV, ALV, BV, IV, KV and UV, and can provide detailed information.
In their day-to-day work, they have to deal with complex social insurance law issues, which they handle independently.
They analyze a situation comprehensively and determine the type of benefit and the amount of the contribution and benefit entitlements, taking into account the legal basis and international agreements. This also includes the analysis, assessment, calculation and finally the determination of contributions and benefits for special cases or difficult life situations (e.g. pension entitlements, occupational accidents or occupational illnesses). This requires professional negotiation skills on the part of the social insurance experts.
Social insurance experts deal with sensitive personal data. They therefore ensure that the regulations on data protection and the principle of publicity are complied with at all times.
Social insurance experts work closely with other benefit providers to avoid unlawful payments (overcompensation) and, if necessary, to initiate appropriate proceedings for reversal.
Social insurance experts also provide comprehensive advice to employers, insured persons, authorities and institutions on all aspects of the various branches of social insurance. They develop suitable solutions based on customer needs. In view of globalization, social insurance agreements with other countries in particular are becoming increasingly important and require the in-depth knowledge of specialists.
(Note: The distribution of tasks (weighting and frequency) may vary depending on the task profile/job profile or function and company).
Question 1:
Do the activities described meet your expectations? Would you like to work as a social insurance expert?
Great! Then you are certainly in the right place with this social insurance expert course.
However, you have taken the first step in this self-test, which is probably one of the most important steps towards a fulfilled and satisfied professional life. People who enjoy and are motivated by their work are of particular value to companies. They identify positively with their work, which is of great importance for the company's success both internally (keyword: team building, quality of completed tasks) and externally (keyword: image building).
However, enjoying your work is also highly relevant for yourself, as it improves your quality of life.
By the way: If you are looking for further suitable training opportunities after successfully completing the higher professional examination for social insurance experts, take a look at theEducational guidance offered by Ausbildung-Weiterbildung.ch.
Based on your answers in the questionnaire, our educational advisors will make suitable suggestions for courses, seminars or training programs and provide a helpful overview of the various educational levels. They are also on hand to answer any questions you may have about the Swiss education system.
If you are not interested in all the activities as a social insurance expert, think about which ones interest you the most.
Then take a look at the job advertisements. Hardly any jobs ask for all activities equally. You may see job advertisements that only ask for the activities that interest you. Then you are still on the right track with this training.
Remember: in practically every job there are activities that are less interesting. It is important to make sure that these do not predominate
If you are not interested in working as a social insurance expert, take a look at the numerous other further training opportunities. You will find a large selection on Ausbildung-Weiterbildung.ch.
Take a look at our guide and find your vocation.Hereyou can download the guide "Finding your vocation" free of charge.
Target group and skills: For whom is the Advanced Federal Diploma in Social Insurance suitable? What qualities and skills are required?
The preparatory courses and the higher professional examination "Social Insurance Expert" are aimed at specialists from the social insurance sector who wish to deepen their knowledge and skills in a specific branch of social insurance and expand them with international topics, legal aspects and social policy issues.
The target group of this course also includes ambitious social insurance specialists who would like to increase their career and salary opportunities with the federal diploma and position themselves advantageously against the competition on the job market.
Necessary qualities and skills as a social insurance expert are required:
- Ability to negotiate
- Load capacity
- Sense of responsibility
- Reliability
- Trustworthy
- Communication skills
- Assertiveness
- Analytical and networked thinking
- Precise working method
- Enjoy meticulous research work
Question 2:
Do you belong to one of the target groups for this training course and do you have the necessary personal qualities?
Great! In the next step, find out whether you meet the admission requirements for taking the Advanced Federal Examination for Social Insurance Experts and obtaining the Federal Diploma.
- If you do not feel that you belong to any of the target groups mentioned, you cannot aim directly for the federal diploma for social insurance experts. In this case, take a look atfollowing page. You may come across further training courses here that are aimed precisely at people like you.
- Also take a look at our guide "Training and further education in banking, financial planning and insurance". You may find what you are looking for here.Hereyou can download the guide.
- If you do not have the necessary personal qualities and skills, you will not be happy in this demanding management role. Look out for further training opportunities that offer a professional specialization that better suits your skills.
- If you are unsure whether you are well suited to such a role, it is best to discuss this with your line manager or career advisor. You can find suitable providers of career advice and career coaching here:
Requirements for admission to the higher professional examination for social insurance experts:
In order to be admitted to the federal higher professional examination "Social Insurance Expert", you must fulfill the following conditions for admission by the time you register for the examination or by the start of the examination:
- Be in possession of the federal certificate for social insurance specialists (BP) or be able to present an equivalent certificate
and
- Have at least one year's professional experience in the social insurance sector after obtaining the federal certificate by the start of the examination
At least three months before the start of the examination, candidates will receive written notification as to whether they have been admitted to the examination. In the event of a rejection, this will contain a statement of reasons and information on legal remedies.
Note:Even if you do not (yet) meet all the admission requirements, it is still possible at some schools to start the preparatory course for the higher professional examination "Social Insurance Expert". But please note: In this case, you are responsible for ensuring that you meet the necessary requirements by the time you register for the examination or start the examination.
Tip:At some schools, it is also possible to attend the course without the intention of taking an exam. In this case, you will usually receive a course confirmation or the school's own certificate upon completion. The admission requirements then vary depending on the provider. We recommend that you contact the school of your choice directly for such offer-specific questions.
Question 3:
Do you meet the requirements for admission?
Great!
Before you contact the school of your choice: Take a look at the next steps in this self-test and check whether the Social Insurance Expert (HFP) course is right for you in terms of course content, costs/financing, duration/lesson hours and examination procedure/completion. These are also important points on the way to the federal diploma or the answer to the question: Does the course suit me?
Do you lack the federal certificate for social insurance specialists (BP)?Hereyou will find all relevant information on the preparatory courses for the professional examination for social insurance specialists.
If you are not sure whether your professional experience will be recognized as professional experience for social insurance experts, clarify your chances directly with the sponsor of the higher professional examination, theSwiss Association of Social Insurance Professionals SVS.
If you have too little or no (relevant) professional experience, you have the following options:
- Use professional job boards to search for suitable jobs where you can gain experience.Hereyou will find helpful information.
- If you know someone from your private or professional environment who is already working in the social insurance sector, ask this person for tips and whether he/she would support you in your job search. He/she will certainly have the relevant contacts and connections.
If you are not sure whether your qualifications will be accepted for the higher professional examination, please contact theExamination secretariatfor an equivalence test.
Do you have a foreign diploma? The State Secretariat for Education, Research and Innovation (SERI) is responsible for assessing the equivalence of foreign qualifications for admission to the HFP.Hereyou will find more information.
Do you lack the federal certificate for social insurance specialists (BP)?Hereyou will find all relevant information on the preparatory courses for the professional examination for social insurance specialists.
If you are not sure whether your professional experience will be recognized as professional experience for social insurance experts, clarify your chances directly with the sponsor of the higher professional examination, theSwiss Association of Social Insurance Professionals SVS.
If you have too little or no (relevant) professional experience, you have the following options:
- Use professional job boards to search for suitable jobs where you can gain experience.Hereyou will find helpful information.
- If you know someone from your private or professional environment who is already working in the social insurance sector, ask this person for tips and whether he/she would support you in your job search. He/she will certainly have the relevant contacts and connections.
If you are not sure whether your qualifications will be accepted for the higher professional examination, please contact theExamination secretariatfor an equivalence test.
Do you have a foreign diploma? The State Secretariat for Education, Research and Innovation (SERI) is responsible for assessing the equivalence of foreign qualifications for admission to the HFP.Hereyou will find more information.
Subject matter and content of social insurance training
The subject matter* of the "Social insurance expert" training course is divided into a "general part" and a "subject-specific part".
- In the subject-specific part, candidates choose one of the following subject/work areas from the field of social insurance: AHV, ALV, BV, IV, KV, UV.
- The general part provides knowledge and skills in international social insurance / Internet, social policy, law and organization. These topics are covered in all subject areas, i.e. regardless of the chosen branch of social insurance.
Below you will find a detailed insight into the learning content of the Social Insurance Expert course:
- AHV (old-age and survivors' insurance)Among other things: compulsory AHV/IV insurance, agreement on the free movement of persons between Switzerland and the EU, employer and employee contributions, self-employed persons, receipt of AHV/IV contributions, old-age and survivors' pensions, data protection provisions, employer controls, record keeping and storage.
- ALV (unemployment insurance and insolvency compensation)including the social security agreement between Switzerland and third countries, the agreement on the free movement of persons between Switzerland and the EU, the Federal Act on Compulsory Unemployment Insurance and Insolvency Compensation, leading decisions of the Federal Supreme Court.
- BV (occupational benefit scheme)Among others: Agreement on the Free Movement of Persons between Switzerland and the EU, agreement with EFTA, Federal Law on Occupational Retirement, Survivors' and Disability Pension Plans, various ordinances (e.g. on the supervision of occupational pension plans (BVV1) or on mandatory occupational pension plans for unemployed persons), Federal Law on Insurance Contracts (VVG), Insurance Supervision Act (VAG), Civil Code (ZGB), Code of Obligations (OR).
- IV (disability insurance)Including the social insurance agreement between Switzerland and third countries, the bilateral agreement between Switzerland and the EU, the Federal Disability Insurance Act (IVG), early detection and intervention, medical integration measures, calculation of benefits for special cases, various circulars (e.g. on IV daily allowances, on the provision of aids, on the duty of confidentiality in the AHV/IV).
- KV (health insurance)Bilateral agreement between Switzerland and the EU, agreement with EFTA, Federal Law on Health Insurance, various ordinances (e.g. on health insurance or on the benefits of compulsory health insurance), various circulars (e.g. on compulsory insurance and forms of insurance, financing, benefits, rights to information and inspection of files), leading decisions of the Federal Supreme Court.
- UV (accident insurance)Bilateral agreement between Switzerland and the EU, agreement with EFTA, federal law on accident insurance, various ordinances (e.g. on the provision of aids or the prevention of accidents and occupational illnesses), various circulars (e.g. on the type contract, coordination with AHV/IV or calculation of daily allowance)
- Internationalincluding the main features of the social security agreement and specialist social security aspects.
- Social policyIncludes the basics of social policy, framework conditions and influencing factors, elements of demography (changes and influences), society (structures, new risks), relationships and trends, financing and revision plans.
Good to know: The schools with preparatory courses for the HFP for social insurance experts can offer additional subjects on an individual basis. These are usually voluntary and can be attended according to personal needs and ambitions. The courses on offer can vary from school to school. It is therefore advisable to compare the providers with each other.
* When compiling the course content, the schools are guided by the specifications of the sponsors of the federal examination. The sponsoring body is responsible for periodically reviewing the higher professional examination and the requirements for social insurance experts. This ensures that the knowledge and skills imparted remain up to date, i.e. that they meet the requirements of the labor market. The periodic review by the awarding body is one of several success factors for the good establishment and recognition of the professional examination and higher professional examination qualifications on the Swiss job market and among employers.
Question 4:
Are you interested in this content, would you like to acquire knowledge in these subject areas?
Great! You can look forward to exciting and instructive hours in which you will broaden your knowledge horizon and skills - aspects that are in demand on the job market and increase your career and salary opportunities.
If you are only partially interested in the content of this federal diploma in "Social Insurance Expert", consider whether the content in another branch of social insurance is more suitable for you.
Otherwise, take a look at other training and further education courses in the relevant field. You may find a course that suits you better. You will find inspirationhere.
Apparently the typical subject areas of "social insurance expert" with a federal diploma are not your thing.
Take a look at other training courses instead. OnEducation-Further-Education.chyou will find a wide range of options.
Costs, financing and salary during further training Social insurance
The fees for the preparatory courses for social insurance experts are not regulated uniformly, but are set independently by the schools. There may therefore be differences.
In contrast to this, the examination fee is set by the examination organizer.
In general, the following costs must be expected for the two-semester, part-time continuing education program for social insurance experts:
- Course fees:between CHF 6,500 and 8,900 Of this, you will receive around 50% back from the federal government on application after the examination (regardless of the result).* In addition: Members of the Kaufmännischer Verband benefit from a 10% member discount on the course costs. You can find more information in the answers.
- Fee for the federal examination:CHF 3,000 (as of July 2023) Candidates pay the examination fee once admission has been confirmed.
- Extra costsSome schools do not include the costs for teaching materials, training documents and simulation exams in the course fees. Please contact the provider of your choice directly to find out what additional costs you can expect.
- WagesThe training to become a social insurance expert itself is not remunerated. Thanks to its part-time structure, you can also pursue a (slightly reduced) professional activity during the training and thus continue to have a secure income. This means that you do not have to fear any major loss of salary. What's more, with the federal diploma in your hands and the assumption of more responsible tasks/management positions, your salary opportunities will increase. The training and the costs incurred will quickly pay for themselves.
*Since 1.1.2018, preparatory courses for federal professional examinations (BP) and higher professional examinations (HFP) have been financially supported by the federal government. Graduates of these courses will therefore be reimbursed up to 50% (max. CHF 9,500 for BP, max. CHF 10,500 for HFP) of the course costs paid upon application after taking the federal examination. In exceptional cases of hardship, the federal contributions will also be paid out in advance.
Question 5:
Are you able to pre-finance between CHF 9,500 and CHF 11,900 for the course and exam?
Great! Here's another tip: If you are able to pay the full amount in advance, ask the school of your choice whether they offer a special discount for full payment in advance. Some schools also offer a discount for early booking.
Hereyou will receive information on the member discount of the Kaufmännischer Verband.
You can find information on financial support options from your employer, the federal government, the canton, foundations or loans from the EducaSwiss Foundation in ourGuide "How to finance your further training properly".
Information and help on budget planning and budget preparation can be foundhere.
First take a closer look at the schools you are considering and clarify what costs you would actually have to expect. Most schools allow you to pay the course costs in installments. Most schools charge a small surcharge for paying in installments.
Ask your employer whether they will contribute to the costs.
Perhaps there is someone in your private circle who will support your further education project with a loan. A bank or credit institution may also support you with an education loan. You will be able to repay some of the borrowed funds immediately after the Advanced Federal Diploma Examination with the federal contribution.
Hereyou will receive information on the member discount of the Kaufmännischer Verband.
You can find information on financial support options from your employer, the federal government, the canton, foundations or loans from the EducaSwiss Foundation in ourGuide "How to finance your further training properly".
Information on financial support for temporary workers from "temptraining", the further training fund of the temporary employment sector, can be found athere.
Information and help on budget planning and budget preparation can be foundhere.
First take a closer look at the schools you are considering and clarify what costs you would actually have to expect. Most schools allow you to pay the course costs in installments. Most schools charge a small surcharge for paying in installments.
Ask your employer whether they will contribute to the costs.
Perhaps there is someone in your private circle who will support your further education project with a loan. A bank or credit institution may also support you with an education loan. You will be able to repay some of the borrowed funds immediately after the Advanced Federal Diploma Examination with the federal contribution.
Hereyou will receive information on the member discount of the Kaufmännischer Verband.
You can find information on financial support options from your employer, the federal government, the canton, foundations or loans from the EducaSwiss Foundation in ourGuide "How to finance your further training properly".
Information on financial support for temporary workers from "temptraining", the further training fund of the temporary employment sector, can be found athere.
Information and help on budget planning and budget preparation can be foundhere.
Duration of studies, teaching times, teaching formats and learning effort
- DurationThe Social Insurance Expert course is designed to be completed alongside work and lasts two semesters.
- Times:Lessons for social insurance experts take place at different times, depending on the provider. They determine the time variants themselves. Lessons are often held weekly on a whole day or in the afternoons and/or evenings and sometimes also on Saturdays.
- Teaching formatsSince the coronavirus pandemic at the latest, many schools have been offering different teaching formats. In addition to traditional face-to-face teaching, these include online and hybrid teaching as well as blended learning. You can therefore choose the format that allows you to combine continuing education with family, work and leisure in the best possible way. You can find out how the various teaching formats differ in the answers.
- Learning effortThanks to the extra-occupational concept of the Social Insurance Expert course, you can apply and deepen your knowledge immediately in practice. Nevertheless, you should allow sufficient time for preparation and follow-up of the lessons and for self-study - how much depends on your prior knowledge, working style and learning speed. We recommend that you allow at least 4-6 hours per week as a precaution.
Note: Some schools offer so-called "taster lessons". This gives you the opportunity to gain an insight into the lessons and the learning atmosphere. Important aspects on the way to a successful graduation. It is best to contact the school of your choice directly for a taster lesson.
Question 6:
Can you find the time for lessons and self-study?
Great!
Tip for self-study: Set yourself realistic daily or weekly targets and think about a small reward when you have achieved them. A good study strategy not only motivates you, but also protects you from chaotic, stressful study days and nights shortly before the exam.
Perhaps you could also get together with other course participants from the class to form a learning group? The exchange with like-minded people and the commitment to meet at a fixed time to learn together can be very motivating.
The different teaching formats and their characteristics at a glancehere.
If you don't have that much time, get in touch with the providers and clarify whether you can possibly complete the course over more than two semesters.
If you still don't have enough time, check whether you can create space for yourself elsewhere. Perhaps someone close to you can take on certain tasks for you for the duration of your training?
Degree, diploma and title
The Higher Professional Examination for Social Insurance Experts is held annually, provided that at least 15 candidates meet the admission requirements after the announcement, otherwise every two years. Candidates can choose the language in which they wish to be examined: German, French or Italian.
Candidates are notified at least 20 days before the start of the examination. The invitation includes the examination program (including details of the place and time of the examination as well as permitted aids) and the list of experts.
The higher professional examination "Social Insurance Expert" is divided into three parts, which are organized as follows (type of examination, time, weighting):
1. selected branch of social insurance (general part, written, 3 hours and case dossier, written, 3 hours, weighting of both parts: 2)
In the first part of the examination, candidates are presented with complex and specific questions from practice, which they must then work on accordingly. In the second part of the examination, candidates are confronted with a challenging, complex and coherent work situation.
2. international studies (written, 1.5 hours, weighting: 1)
In this part of the examination, candidates are asked to work on individual practical cases.
3. social policy (oral, 30 minutes, weighting: 1)
This part of the examination is oral. Here, a technical discussion takes place between the candidates and the experts on various aspects of social policy. Particular emphasis is placed on current issues in this regard in the expert discussion.
Note: Internet access for online research is available to candidates in the written parts of the examination.
Diploma and title
Successful graduates of the higher professional examination receive a federal diploma and are entitled to use the federally recognized and protected title "Certified Social Insurance Expert".
In French: "Experte diplômée en assurances sociales / Expert diplômé en assurances sociales"
In Italian: "Esperta diplomata in materia di assicurazione sociale / Esperto diplomato in materia di assicurazione sociale"
In English (Please note that this is only a recommendation/translation and not a protected title): "Social Insurance Expert, Advanced Federal Diploma of Higher Education"
Question 7:
Do you have the confidence to pass the higher professional examination for the federal diploma "Social Insurance Expert"?
Great!
Here are some general success factors on the way to a new training qualification:
- Regular attendance of lessons
- Actively contribute your questions, don't leave anything half-understood in the room!
- Interest in the topic and active participation in class
- Detailed preparation and follow-up of the lesson material at home
- Regular practice to get into the routine of solving tasks
- Regular application of what you have learned in everyday working life
- Contact and exchange with other participants, lecturers and successful previous graduates of the Social Insurance Expert course
- Committed cooperation in group work, processing of case studies, etc.
- Participation in learning groups for regular exchange
- Intensive exam preparation: practise exam situations and gain exam experience, e.g. in simulation exams
If you are unsure, we recommend that you attend an information event on this course.
Arrange a personal consultation appointment with the school of your choice or the sponsor of the higher professional examination, theSwiss Association of Social Insurance Professionals SVS. Explain your interest and your concerns and see how your counterpart reacts to which points and what they recommend.
Ask the school management about support options. Also consider whether you would like other support, for example from learning therapists or coaches, autogenic or mental training and support with exam anxiety.
Here are some general success factors on the way to a new training qualification:
- Regular attendance of lessons
- Actively contribute your questions, don't leave anything half-understood in the room!
- Interest in the topic and active participation in class
- Detailed preparation and follow-up of the lesson material at home
- Regular practice to get into the routine of solving tasks
- Regular application of what you have learned in everyday working life
- Contact and exchange with other participants, lecturers and successful previous graduates of the Social Insurance Expert course
- Committed cooperation in group work, processing of case studies, etc.
- Participation in learning groups for regular exchange
- Intensive exam preparation: practise exam situations and gain exam experience, e.g. in simulation exams
If you are not at all confident of passing the final examination but would like to complete the course, it is best to arrange a personal consultation appointment with a school or the body responsible for the higher professional examination, theSwiss Association of Social Insurance Professionals SVS. Explain your interest and your concerns and see how your counterpart reacts to which points and what they recommend.
Ask the school of your choice whether there are any support options for you.
Also consider whether you would like other support, such as learning therapists or coaches, autogenic or mental training and support with exam anxiety.
No, the course for the Federal Diploma in Social Insurance Expert (HFP) does not suit you. What a pity? - Perhaps not, because there are so many other options for further training. One or the other will certainly suit you much better.
Check which other further training courses are suitable for you. OnEducation-Further-Education.chyou will find a large selection of offers.
Training as a social insurance expert is probably not the right further training goal for you.
Are you surprised or disappointed? Perhaps take the test again and see where your ideas or possibilities deviate from the ideal job. Perhaps this will point you in the direction of more suitable further training.
Then see which other further training courses interest you. ToEducation-Further-Education.chyou will find a large selection of offers.
This is a half-hearted result: working as a social insurance expert doesn't seem ideal for you. Or is it perhaps the form of training that doesn't appeal to you or isn't a good organizational fit?
See which other further training courses are suitable for you. OnEducation-Further-Education.chyou will find a large selection of offers.
Social insurance expert training is not ideal for you - or is it?
If you are unsure, it is best to attend the providers' information events. There you can find out more about further training and discuss your personal options and questions directly with the specialist representatives present.
Directly to the schools:
"Social insurance expert (HFP)"
Which school is right for me?
Among other things, ourGuide: "How to choose the right training provider"
At the back of the guide you will find a helpful checklist with the most important points to clarify, which will help you to keep an overview.
Also take a look at ourEvaluation tool with numerous evaluations from former course participantsto.
Thanks to the numerous filter options, including the number of stars, region, year or school, you can display exactly the ratings you are interested in.
This training seems to suit you.
As a next step, we recommend that you attend an information event at suitable schools and obtain details of the exact costs and dates.
Directly to the schools:
"Social insurance expert (HFP)"
Which school is right for me?
Among other things, ourGuide: "How to choose the right training provider"
At the back of the guide you will find a helpful checklist with the most important points to clarify, which will help you to keep an overview.
Also take a look at ourEvaluation tool with numerous evaluations from former course participantsto.
Thanks to the numerous filter options, including the number of stars, region, year or school, you can display exactly the ratings you are interested in.
This course seems to be made for you!
The best thing to do now is to attend information events at the schools you are interested in and find out everything you need to know about the specific content, costs and dates.
Directly to the schools:
"Social insurance expert (HFP)"
Which school is right for me?
Among other things, ourGuide: "How to choose the right training provider"
At the back of the guide you will find a helpful checklist with the most important points to clarify, which will help you to keep an overview.
Also take a look at ourEvaluation tool with numerous evaluations from former course participantsto.
Thanks to the numerous filter options, including the number of stars, region, year or school, you can display exactly the ratings you are interested in.