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Insurance advice: schools, providers, information, questions and answers

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Insurance consulting is an important part of the financial world. Are you looking for a suitable provider of training or further education in the field of insurance and consulting? Here on Ausbildung-Weiterbildung.ch you can quickly and directly find numerous interesting and rewarding training courses in the field of insurance consulting:

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Insurance consulting - an interesting field of activity

Working in insurance consulting is demanding and often requires a great deal of self-discipline on the part of the consultants. Nevertheless, it is a very interesting field of activity. Insurance consultants, also known as insurance brokers, usually advise private customers on their insurance policies, draw up insurance comparisons and point out the advantages and disadvantages of various insurance companies or insurance contracts. People working in this field of insurance consulting are responsible for acquiring new customers as well as providing support and advice to existing customers and build up their own customer base over the years.

 

A distinction is made between "tied agents", who work on behalf of insurance companies, and "non-tied agents", who work primarily on behalf of private customers. The employment relationship in insurance consulting can also be very different. For example, insurance intermediaries are sometimes permanently employed, receive a fixed salary plus a success fee, or are self-employed with a consulting or success fee.

 

You can find more information about working in the field of insurance and consulting as well as training opportunities at Ausbildung-Weiterbildung.ch - the leading education portal.

Questions and answers

If you do not have a Federal VET Diploma in Private Insurance and would now like to enter the insurance industry as an insurance advisor, continuing education, further training as an insurance intermediary (VBV) from the Vocational Training Association of the Swiss Insurance Industry is an excellent option. You can find providers where you can complete this course here on Ausbildung-Weiterbildung.ch.

Continuing education, further training in insurance and consulting must be paid for by you as a course participant, unless this is covered by your employer. The costs for an insurance broker VBV course range from CHF 2,500 to CHF 6,500, depending on your previous training in the insurance industry and the school you choose. Please enquire about the exact costs for a course in insurance consulting directly with the respective training providers using our contact form.

A course in insurance consulting does not lead to a federal qualification. However, in addition to basic training (apprenticeship), federally recognized qualifications include a Federal Professional Examination, such as Social Insurance Specialist with Federal Diploma of Higher Education, Insurance Specialist with Federal Diploma of Higher Education or Health Insurance Specialist with Federal Diploma of Higher Education. Advanced Federal Professional Examinations (AFPE) are also federally recognized, as are university courses leading to a Bachelor's or Master's degree (e.g. claims lawyer).

The duration of training in insurance consulting can vary depending on the school and degree, for the "Insurance Broker VBV" course you should expect around three to six months.

After successfully completing the training in insurance and consulting, you will receive a certificate, depending on the type of course, for example as an "Insurance Broker VBV".

Overview of providers for Insurance advice

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 advice

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Overview of providers for Insurance advice

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.

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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
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Zürich
12/2/2024
Certifications, Memberships, Qualifications:
Bundesbeiträge
EFQM 2020
Online-Unterricht
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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
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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
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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.
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Strengths: Qualified lecturers from the professional world, targeted knowledge transfer, modern infrastructure, Art. 32 catch-up training in classes with adults only, easily accessible.
Region: Aargau, Basel, Bern
Sites: Olten
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EFQM 2020
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kv edupool
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