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Insurance agents: Training providers, information, FAQs

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Would you like to provide private customers with competent advice on insurance and pensions and sell successfully as an insurance agent? Are you looking for a suitable provider for your training / further training on the subject of insurance agents? Here on Ausbildung-Weiterbildung.ch you will quickly find numerous first-class providers:

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Insurance agent - your career goal?

Training or further training to become an insurance agent or insurance broker enables you to offer insurance contracts to private individuals or companies and, ideally, to conclude the contracts. This task requires a great deal of specialist knowledge and personal skills. On the one hand, insurance brokers must be able to explain the existing risks to their customers and point out the advantages, opportunities and security of the contracts. On the other hand, qualities such as persuasiveness and communication are required in order to be able to carry out this work confidently and convince customers of the various contracts. People who want to train as insurance agents must therefore be talented speakers, enjoy interacting with other people and have a healthy level of self-confidence.

 

During your training as an insurance broker, you will be trained in subjects such as law, insurance economics and customer advice. This gives you sound specialist knowledge in the insurance industry, which you can always fall back on in your day-to-day work. Are you interested in training to become an insurance agent? The training lasts around 20 attendance days, although this can vary greatly depending on the school where you are training. Of course, there is also self-study and an oral and written final examination.

 

On the Swiss education portal you will find first-class providers and schools with offers on this and many other topics from the insurance industry. Find out more about the insurance agent course free of charge and without obligation.

Questions and answers

Persons with at least two years of professional experience as an insurance agent / insurance broker can take part in a shortened training course for the VBV certificate after passing an admission test. With one year of professional experience, this condition is not fulfilled, so you must choose the classic course variant, in which you gain basic knowledge of the insurance industry and insurance brokerage.

It is perfectly possible to attend the VBV insurance broker course even without professional experience as an insurance broker or in another area of the insurance industry. However, you should bear in mind that in this case you will have to plan additional time for self-study in order to meet the requirements of the examinations. It is best to speak to a person responsible at the schools about your concerns before you register. You can reach the right contact person directly via our contact form or, in the case of some education providers, you can also ask a question directly.

The course to become an insurance agent lasts around 20 days, or slightly less at some schools, and often takes place one day a week and on Saturdays. However, the course dates can vary considerably from provider to provider, so it is necessary for you to contact the individual training providers directly to find out the current course dates. This can also be done easily and without obligation using our contact form, which you will find below each school profile.

Passing the final examination to become an insurance agent can earn you the "Insurance Broker VBV" certificate, which is issued and recognized by the Vocational Training Association of the Insurance Industry. This certificate is also recognized by FINMA, the Swiss Financial Market Supervisory Authority, and is permitted for registration as an insurance intermediary. This registration is required if you wish to work as an independent insurance intermediary. FVPS Swiss Financial Planners Association and SFPO Swiss Financial Planners Organization members also benefit from eight continuing education points for each day of attendance.

Overview of providers for Insurance agent

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 agent

Erfahrungen, Bewertungen und Meinungen zur Ausbildung / Weiterbildung

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

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:

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  • 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

Register now and concretize your training plans.

Sofort zur richtigen Weiterbildung

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Toplisting
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:
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:
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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