Anyone wishing to take the Federal Professional Examination (FPE) in the field of social insurance (Social Insurance Specialist with Federal Diploma of Higher Education) must have completed at least three years of vocational education and training (VET) or equivalent / higher education and have at least three years of professional experience in the field of social insurance. Alternatively, two years of vocational education and training (VET) is possible, but in this case 5 years of relevant professional experience is required.

The title of insurance expert is not a precisely defined training or continuing education, further training. You can train to become an insurance expert in very different ways, which may or may not be federally recognized. A Federal Professional Examination (FPE), for example to become an insurance specialist with a Federal Diploma of Vocational Education and Training, a Federal Diploma of Vocational Education and Training (AFPE) to become a certified social insurance expert or a certified pension fund manager are such federally recognized continuing education, further training courses, as are, of course, Federal Diploma of Vocational Education (AFPE), courses at Universities of Applied Sciences and Master of Advanced Studies (MAS) courses at Universities.