Who is the insurance brokerage training program designed for? Am I part of the target audience for this continuing education, further training program?

Training programs in insurance brokerage are intended for

  • People with other professional qualifications who would like to work as consultants on insurance and retirement planning matters;
  • Employees of insurance companies, brokers, and other financial service providers who wish to deepen their knowledge and expand their range of skills in dealing with customers;
  • Insurance brokers who wish to operate independently of individual insurance companies and who would like to obtain the association certificate required for entry into the professional register as mandated by FINMA.

Important personal qualities for a successful career in insurance brokerage include, among others:

  • Sociability
  • good manners
  • Openness and Integrity
  • Discretion
  • Patience
  • Mobility
  • Willingness to engage in ongoing continuing education, further training

Insurance Brokerage Course Overview: Certified Insurance Broker