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Insurance comparison: providers, schools, information, frequently asked questions

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Comparing insurance often also means saving money and there is a lot of potential here. Are you looking for a suitable provider for training or further education in the field of insurance comparison? Here at Ausbildung-Weiterbildung.ch you can quickly and directly find numerous training offers in the insurance industry, e.g. as an insurance broker:

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A professional insurance comparison - the insurance broker makes it possible

Are you interested in an insurance comparison and would like to work in this field? Insurance brokers work in the interests of insurance companies in the area of acquiring new customers as well as accompanying, advising and supporting existing policyholders. Insurance brokers work in the interests of their customers and are always looking for the best possible insurance solution. This means that they should have a comprehensive and in-depth knowledge of insurance and its services in order to offer customers the most professional service possible. They are also well versed and competent in the areas of insurance comparison and contract law.

 

In the field of insurance brokerage, a distinction is made between so-called "tied agents" (primarily acting on behalf of insurance companies) and "non-tied agents" (primarily acting on behalf of customers). Insurance brokers provide their customers with an insurance comparison to illustrate the advantages and disadvantages of the individual insurance policies. This comparison helps customers to get a good overview of the costs and benefits and their relationship.

 

Would you also like to work as an insurance intermediary, but are still looking for a suitable training opportunity? On Ausbildung-Weiterbildung.ch, we present you with an overview of all renowned Swiss schools with the "Insurance intermediary (cert.)" course as well as other training and further education courses in the insurance industry, such as social insurance clerk, insurance specialist, health insurance expert (HFP) and many more with a focus on health insurance, insurance and insurance comparison.

Questions and answers

In order to be able to carry out an independent insurance comparison as an insurance intermediary, in addition to the VBV certificate, you also need an entry in the register of the Swiss Financial Market Supervisory Authority FINMA. This registration is necessary for an independent intermediary, but requires that, in addition to the professional qualifications acquired through the VBV certificate or equivalent training, he or she must not have a criminal record that is incompatible with working as an intermediary and must not be in possession of any certificates of indebtedness. Professional liability insurance with cover of at least CHF 2 million or comparable financial security must also be in place.

After passing the examinations to become an insurance intermediary, you will receive a certificate from the VBV, the Vocational Training Association of the Insurance Industry. This qualification entitles you to be entered in the register of independent intermediaries at FINMA, the Swiss Financial Market Supervisory Authority, which is necessary in order to be allowed to carry out an independent insurance comparison (Art. 43, para. 1 ISA).

A useful training course to be able to carry out an independent insurance comparison is, for example, the VBV Insurance Broker Certificate course. After completing the course, you will be able to show and sell insurance products that are individually and seriously tailored to the customer.

If you hold the Insurance Intermediary VBV certificate, it is possible to apply for the European eficert (European Insurance Intermediary Ell) certificate, which allows you to carry out insurance comparisons throughout Europe.

Overview of providers for Insurance comparison

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 comparison

Erfahrungen, Bewertungen und Meinungen zur Ausbildung / Weiterbildung

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

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Sofort zur richtigen Weiterbildung

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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.
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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