Insurance intermediary (certified)  (Kreuzlingen):
1 Provider

Ein Versicherungsvermittler berät ein Ehepaar mit Planung für ein Eigenheim, welche Versicherungen die Passenden für sie ist.
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The following list shows the various courses on offer:

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Address:
Bernerstrasse Süd 169
8048 Zürich
IfFP Institute for Financial Planning
(5.0) Very good 61 61 Ratings (96% )
The IfFP Institute for Financial Planning is one of the market leaders in the training and further education of financial professionals in Switzerland. Our strength lies in professional training for advisors with client-oriented tasks at all levels.

Our currently most important courses:

Insurance broker VBV - Cert. Insurance and pension consultant IAF
Cert. Investment Advisor IAF
Certified financial advisor IAF
Financial planner with federal FA
Certified Real Estate Advisor IAF
Certified occupational pensions advisor IAF
CFP® Certified Financial Planner™
Certified financial planning expert NDS HF
SME financial expert with federal DP
CAS Management of corporate succession
MLA compliance
Continuing education seminars in insurance and pensions: finanzakademie.ch
Continuing education seminars on company succession
» Company conditions and cooperation opportunities
Strengths: Proven know-how | Many years of experience | High practical relevance
Region: Aargau, Basel, Ostschweiz, Zürich
Sites: Basel, Bern, Buchs SG, Chur, Olten, Winterthur, Zürich
Certifications, Memberships, Qualifications:
Firmenangebote
Cicero
eduQua
IAF
Innovative Ausbildungsmethoden
Karriere-Chancen
saq

Schulen mit zertifizierter Bildungsberatung

Questions and answers

Depending on the provider where you start your insurance brokerage course, the duration of the continuing education, further training can vary, but is usually around five months with around 20 days of attendance.

The final examination of the Insurance Broker VBV course is divided into a written and an oral examination. The written examination takes place twice a year in examination centers and covers knowledge of the insurance industry, social and personal insurance as well as liability insurance, property insurance and other asset insurance for businesses and private households, as well as legal knowledge. In the oral examination for the insurance brokerage certificate, candidates can choose between the topics "Small businesses" and "Private households: Self-employed persons, families, individuals" and have to go through an advisory and sales situation in a fictitious customer meeting.

For people who have several years of experience in insurance brokerage and have therefore already learned and put into practice a large part of the knowledge taught in a course, the schools offer special "professional" courses that start with an entrance examination/assessment test and, if passed, lead to the certificate examination in just seven course days.

The continuing education, further training in insurance mediation is modular and comprises a total of seven modules. These are: Insurance liability, social insurance, personal insurance, customer advice, asset insurance, property insurance, as well as legal knowledge with a focus on supervisory law, Swiss Code of Obligations, insurance law and brokerage law.

To complete the VBV insurance broker course, you do not necessarily need experience in insurance brokerage or in another area of the insurance industry. The course is also suitable for people who want to acquire special knowledge in order to be able to work in insurance brokerage and insurance consulting in the future. In addition to newcomers to the industry, the seminar is also recommended for brokers already working in the insurance industry or sales representatives who want to obtain a recognized certificate.

Tips, tests and information on "Insurance intermediary (certified)"

What does the professional activity of insurance brokers look like?
» Professional activity
How do I become an insurance intermediary?
» Prerequisites, training and qualification
What will I learn during my training?
» Learning material, knowledge, skills
What opportunities does the apprenticeship open up for me?
» Prospects and further training opportunities
How does the training work and how much does it cost?
» Duration of training and training costs
Is training in insurance brokerage right for me?
» Do I belong to the target group?
Am I cut out for consulting work in the financial markets?
» Test vocation
What are the advantages of this training?
» 10 advantages

Redaktionelle Leitung:

Stefan Schmidlin, Bildungsberatung, Content-Team Modula AG

Quellen

Website des Schweizerischen Sekretariats für Bildung, Forschung und Innovation SBFI , Website www.berufsberatung.ch (offizielles schweizerisches Informationsportal der Studien-, Berufs- und Laufbahnberatung) sowie Websites und anderweitige Informationen der Berufsverbände und Bildungsanbieter.

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Erfahrungen, Bewertungen und Meinungen zur Ausbildung / Weiterbildung

Preview of the video «4 Schritte zur richtigen Weiterbildung»

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