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Insurance brokerage: providers, tips, tests, information and frequently asked questions

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Insurance intermediary (certified): Person of trust for private customers and small businesses

The training courses in insurance brokerage are efficient and practice-oriented and are considered the basic qualification for insurance brokers in Switzerland. In the training courses, interested parties acquire the necessary professional, social and methodological skills to advise private customers and small businesses and prepare for the examination for the FINMA-recognized VBV certificate.

You can find out more about working in insurance brokerage and further training in our tips, tests and information on "Insurance broker (certified)"

Would you like personal advice on the training courses offered by the insurance industry? Contact the provider of your choice via the "Free information on the topic..." button - without obligation, quickly and easily.

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Complete a training course on the subject of insurance brokerage

If you enjoy working in the insurance industry and may already have a background in insurance, training or further education in insurance brokerage is an interesting option for your career. Insurance brokers mainly work with insurance contracts of all kinds. They offer insurance contracts to private individuals and smaller companies and, in the best case, also conclude these contracts. Those who carry out this interesting activity in insurance brokerage must be able to inform customers about existing risks and explain the opportunities and security of the available contracts.

Character traits such as openness, honesty and credibility are essential for becoming an insurance intermediary. As an insurance intermediary, you also need to have good communication skills and persuasive powers and enjoy interacting with other people. You will acquire the specialist knowledge you need for this job during your training in insurance brokerage. You will be trained in subjects such as law, the insurance industry and customer advice. Are you fascinated by training to become an insurance broker? You can request further information and documents at Ausbildung-Weiterbildung.ch. Simply get in touch with selected schools and receive free information material on insurance brokerage courses by post or email.

Questions and answers

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.

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.

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.

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.

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.

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.

Overview of providers for Insurance brokerage

Erfahrungen, Bewertungen und Meinungen zur Ausbildung / Weiterbildung

Preview of the video «4 Schritte zur richtigen Weiterbildung»
Overview of providers for Insurance brokerage

Haven't found the right training or further education yet? Benefit from educational advice now!

Further training is not only important in order to maintain or increase professional attractiveness, investing in training or further training is still the most efficient way to increase the chances of a pay rise.

The Swiss education system offers a wide range of individual training and further education opportunities - depending on your personal level of education, professional experience and educational goals.

Choosing the right educational offer is not easy for many prospective students.

Which training and further education is the right one for my path?

Our education advisory team will guide you through the "education jungle", providing specific input and relevant background information to help you choose the right offer.

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  • Suggestions for suitable courses, seminars or training programs based on the information you provide in the questionnaire
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We offer our educational counseling in the following languages on request: French, Italian, English

Register now and concretize your training plans.

The following list shows the various courses on offer:

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Toplisting
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
Download info
Address:
Jungholzstrasse 43
8050 Zürich
AKAD
(4.9) Good 166 166 Ratings (89% )
For more than 60 years, AKAD has been offering courses in secondary school and vocational baccalaureate, as well as in higher vocational education and training and continuing education. AKAD is a company of the Kalaidos Education Group.
Strengths: 60 years of experience - flexible learning despite family and career - above-average success rate - individual support
Region: Aargau, Basel, Bern, Liechtenstein, Ostschweiz, Westschweiz, Zentralschweiz, Zürich
Sites: Basel, Bern, Lausanne, Zürich
Next start date
Zürich
12/2/2024
Certifications, Memberships, Qualifications:
Bundesbeiträge
EFQM 2020
Online-Unterricht
Download info
Address:
Aarauerstrasse 30
4601 Olten
Adult Education Center EBZ Olten
(5.2) Very good 332 332 Ratings (90% )
The Olten Adult Education Center offers a wide range of courses in the areas of training and further education.
As a leader in vocational training for adults, we offer preliminary courses for the EFZ qualification procedure in accordance with Art. 32 and further training in various professional fields. These courses are mainly held in the evening or on Saturdays. In addition to recognized follow-up courses, we also offer preparatory courses for federal professional examinations for hairdressers and for the logistics sector.
We also offer various attractive and job-oriented courses in finance and accounting. If your goal is an internationally recognized language diploma or a certificate recognized throughout Switzerland, you've come to the right place.
The central location and our location close to the train station are further advantages of our center.
» Company conditions and cooperation opportunities
Strengths: Qualified lecturers from the professional world, targeted knowledge transfer, modern infrastructure, Art. 32 catch-up training in classes with adults only, easily accessible.
Discount for Swisscom employees: 5% (when registering via this platform at «Course registration» )
Region: Aargau, Basel, Bern
Sites: Olten
Certifications, Memberships, Qualifications:
Firmenangebote
Bildungsberatung
Bundesbeiträge
Cambridge English
ECDL
eduQua
EFQM 2020
IAF
kv edupool
SVF
Download info

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