Welche Themen behandelt eine Weiterbildung in der Versicherungsvermittlung?

Die Weiterbildung in der Versicherungsvermittlung ist modular aufgebaut und umfasst insgesamt sieben Module. Diese sind: Versicherungswirtshaft, Sozialversicherung, Personenversicherung, Kundenberatung, Vermögensversicherung, Sachversicherung, sowie Rechtskenntnisse mit den Themenschwerpunkten Aufsichtsrecht, Obligationenrecht, Versicherungsrecht sowie Vermittlerrecht.

Wie ist die Prüfung für das Zertifikat in Versicherungsvermittlung VBV aufgebaut?

Die Abschlussprüfung des Lehrgangs Versicherungsvermittler VBV gliedert sich in eine schriftliche sowie eine mündliche Prüfung. Die schriftliche Prüfung findet zweimal jährlich in Prüfungszentren statt und beinhaltet Kenntnisse rund um die Versicherungswirtschaft, Sozial- und Personenversicherungen sowie Haftpflichtversicherungen, Sachversicherungen und andere Vermögensversicherungen für Gewerbe und private Haushalte, sowie Rechtskenntnisse. In der mündlichen Prüfung für das Versicherungsvermittlung Zertifikat können die Prüflinge zwischen den Themen „Kleine Unternehmen“ sowie „Private Haushalte: Selbständigerwerbende, Familien, Einzelpersonen“ wählen und müssen in einem fiktiven Kundengespräch eine Beratungs- und Verkaufssituation durchlaufen.

Muss ich für eine Ausbildung in der Versicherungsvermittlung bereits bei einer Versicherung arbeiten?

Um den Lehrgang zum Versicherungsvermittler VBV absolvieren zu können, benötigen Sie nicht zwingend Erfahrung in der Versicherungsvermittlung oder in einem anderen Bereich der Versicherungsbranche. Der Kurs eignet sich auch für Personen, die sich spezielles Wissen aneignen möchten, um zukünftig in der Vermittlung und Versicherungsberatung tätig werden zu können. Neben Branchenneulingen empfiehlt sich das Seminar jedoch auch für bereits im Versicherungswesen tätige Makler oder Aussendienstmitarbeitende, die ein anerkanntes Zertifikat erlangen wollen.

Ich bin bereits in der Versicherungsvermittlung tätig, möchte jedoch gerne das VBV Zertifikat erwerben. Muss ich dennoch den gesamten Kurs besuchen?

Für Personen, die über mehrjährige Erfahrung in der Versicherungsvermittlung verfügen und demnach einen Grossteil des in einem Kurs vermittelten Wissens bereits erlernt und praktisch umgesetzt haben, bieten die Schulen spezielle „Profi“ Kurse an, die mit einer Zutrittsprüfung / einem Assessment-Test starten und bei Bestehen in nur sieben Kurstagen zur Zertifikatsprüfung führen.

Wie lange dauert eine Versicherungsvermittlung Weiterbildung in etwa?

Je nach Anbieter, bei dem Sie Ihren Lehrgang in der Versicherungsvermittlung beginnen, kann die Dauer der Weiterbildung variieren, beläuft sich jedoch meist auf etwa fünf Monate mit rund 20 Präsenztagen.

Commercial training and further education > Banks/Finance/Insurance > Insurances > Private insurance > Insurance intermediary (certified)

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

Ein Versicherungsvermittler berät ein Ehepaar mit Planung für ein Eigenheim, welche Versicherungen die Passenden für sie ist.

to providers
(2) Infos, tips & tests Video stories
(1)

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.

Download checklists

Checklist «Finding the right further training» » download here

Checklist «Choosing the right school» » download here

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

What topics does continuing education, further training in insurance brokerage cover?

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.

How is the examination for the Certificate in Insurance Brokerage VBV structured?

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.

Do I already have to work for an insurance company to train as an insurance broker?

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.

I am already working in insurance brokerage, but would like to acquire the VBV certificate. Do I still have to attend the entire course?

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.

How long does continuing education, further training take?

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.

Overview of providers for Insurance brokerage

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

What does the professional activity of insurance brokers look like?

How do I become an insurance intermediary?

What will I learn during my training?

What opportunities does the apprenticeship open up for me?

How does the training work and how much does it cost?

Is training in insurance brokerage right for me?

Am I cut out for consulting work in the financial markets?

What are the advantages of this training?

Overview of providers for Insurance brokerage

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

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.

Your advantages:

You will receive

Suggestions for suitable courses, seminars or training programs based on the information you provide in the questionnaire
An overview of the different levels and types of education
Information about the Swiss education system

We offer our educational counseling in the following languages on request: French, Italian, English

The following list shows the various courses on offer:

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:

Ask a question

Download info

Address:
Aarauerstrasse 30
4601 Olten

Adult Education Center EBZ Olten

(5.2) Very good 334 334 Ratings (91% )

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, Zentralschweiz

Sites: Olten

Certifications, Memberships, Qualifications: