Insurance intermediary (certified)  (Region Zürich):
1 Provider

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The following list shows the various courses on offer:

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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 continuing education, further training of financial professionals in Switzerland. Our strength lies in continuing education, further training for advisors with client-oriented tasks at all levels.

Our currently most important courses:

Insurance broker VBV
Cert. Investment Advisor IAF
Certified Financial Advisor IAF
Financial planner with federal FA
Certified Real Estate Consultant IAF
Certified occupational pensions advisor IAF
CFP® Certified Financial Planner™
Certified financial planning expert with postgraduate studies CHE
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

Schulen mit zertifizierter Bildungsberatung

Questions and answers

Continuing education, further training in insurance brokerage generally covers the following topics:

  • Fundamentals of the insurance industry
  • Legal framework
  • Insurance products
  • Consulting and sales expertise

The respective schools will be happy to provide you with detailed information about the course content. Contact the right school quickly, easily and without obligation using our contact form. Alternatively, you can use the "Ask a question" button to speak directly to the right contact person.

For people who have several years of experience in insurance brokerage and have therefore already learned and put into practice a large part of the knowledge taught in a course, the schools offer special "professional" courses that start with an entrance examination/assessment test and, if passed, lead to the certificate examination in just seven course days.

The duration of continuing education, further training in the field of insurance brokerage varies depending on the provider, offer and target group.

As a rule, you can expect to spend around 20 attendance days spread over six months.

For more information, please contact the schools. Contact us now quickly, easily and without obligation using our contact form or use the "Ask a question" button to get in touch with the right contact person directly.

To complete the VBV insurance broker course, you do not necessarily need experience in insurance brokerage or in another area of the insurance industry. The course is also suitable for people who want to acquire special knowledge in order to be able to work in insurance brokerage and insurance consulting in the future. In addition to newcomers to the industry, the seminar is also recommended for brokers already working in the insurance industry or sales representatives who want to obtain a recognized certificate.

The final examination of the Insurance Broker VBV course is divided into a written and an oral examination. The written examination takes place twice a year in examination centers and covers knowledge of the insurance industry, social and personal insurance as well as liability insurance, property insurance and other asset insurance for businesses and private households, as well as legal knowledge. In the oral examination for the insurance brokerage certificate, candidates can choose between the topics "Small businesses" and "Private households: Self-employed persons, families, individuals" and have to go through an advisory and sales situation in a fictitious customer meeting.

Tips, tests and information on "Insurance intermediary (certified)"

What does the professional activity of insurance brokers look like?
» Professional activity
How do I become an insurance intermediary?
» Prerequisites, training and qualification
What will I learn during my training?
» Learning material, knowledge, skills
What opportunities does the apprenticeship open up for me?
» Prospects and further training opportunities
How does the training work and how much does it cost?
» Duration of training and training costs
Is training in insurance brokerage right for me?
» Do I belong to the target group?
Am I cut out for consulting work in the financial markets?
» Test vocation
What are the advantages of this training?
» 10 advantages
What are the disadvantages of training as an insurance intermediary?
» 5 Disadvantages

Editorial management:

Stefan Schmidlin

Stefan Schmidlin, Educational Counseling, Content-Team Modula AG

Sources

Website of theSwiss Secretariat for Education, Research and Innovation SERI, Websitewww.berufsberatung.ch(official Swiss information portal for study, vocational and career guidance) as well as websites and other information from professional associations and education providers.

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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:

You will receive

  • 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.

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