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Insurance Brokerage: Providers, Tips, Reviews, Information, and Frequently Asked Questions

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The continuing education, further training program for Certified Insurance Brokers prepares participants to provide professional advice and broker insurance and retirement planning solutions.Participants gain in-depth knowledge of insurance products and legal principles, as well as advisory and sales skills, and are specifically prepared for the recognized VBV certification.

TheCertificate Programis intended for individuals who work in the insurance industry or the financial services sector, or who would like to provide expert advice to clients on insurance and retirement planning matters in the future.

Enroll in a training program on insurance brokerage

The Insurance Broker (Cert.) continuing education, further training program provides the specialized knowledge and advisory skills needed to professionally advise clients on insurance and retirement planning solutions. Insurance brokers analyze their clients’ individual situations, determine their insurance needs, and recommend suitable solutions for individuals or businesses.

In this course, participants gain in-depth knowledge of personal, property, and financial insurance, as well as the legal foundations, advisory processes, and customer communication. In addition to technical knowledge, the course focuses on providing tailored advice, adopting a customer-oriented approach, and complying with regulatory requirements.

The typical training content includes

  • Fundamentals of Insurance
  • Personal, Property, and Financial Insurance
  • Social Security and Retirement Savings
  • Insurance Law and Regulatory Requirements
  • Needs Assessment and Risk Identification
  • Consulting and Sales Meetings
  • Customer Service and Communication
  • Ethics and Professionalism in Insurance Consulting

This continuing education, further training program specifically prepares participants for the recognized certification exam and lays a solid foundation for a successful career in the insurance industry.

 
Is the insurance broker continuing education, further training program right for me?

This continuing education, further training program is particularly well-suited for people who enjoy working with others and take pleasure in developing customized solutions for insurance and retirement planning issues.

It's a great fit for you if you:

  • are interested in a career in the insurance industry
  • already work for an insurance company, a broker, or a financial services provider
  • want to provide expert advice to customers
  • You are interested in legal and economic issues
  • are a good communicator and enjoy taking on responsibility

Depending on the educational provider’s admission requirements, individuals changing careers can also use this continuing education, further training program to enter the field of insurance consulting.

 
Level of difficulty

The Insurance Broker training program is designed to be practice-oriented and does not require in-depth prior knowledge of the insurance industry. Nevertheless, the program requires a willingness to learn and the ability to engage with various insurance products and legal principles.

The following are advantages:

  • Interest in finance and insurance topics
  • Enjoy customer contact
  • analytical thinking
  • Communication skills
  • Careful and responsible way of working

Since many courses are designed to be taken while working, the material can be applied directly in everyday work situations.

 
Career & prospects

With a certificate as an insurance broker, a wide range of career opportunities opens up in the insurance andFinancial Sector.

Typical employers include:

  • Insurance companies
  • Insurance Broker
  • Banks
  • Financial Services Companies
  • General Agencies
  • independent consulting firms

Possible functions are:

  • Insurance Broker
  • Insurance consultant
  • Retirement Planning Advisor
  • Insurance Customer Service Representative
  • Broker Consultant
  • In-office or field staff

Continuing education, further training can also pave the way for further qualifications, such asto become an insurance specialist with a Federal Diploma of Higher Educationor in other areas of specialization within the insurance and finance industries.

Compare different educational providers now and request detailed information about the courses—free of charge and with no obligation—using our contact form. This will help you find the continuing education program that best fits your career goals.

Questions and answers

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.

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.

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.

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.

Overview of providers for Insurance Brokerage

Tips, Tests, and Information on “Certified Insurance Broker”

What does the work of insurance brokers involve?
» Professional activity
How do I become an insurance broker?
» Requirements, Education, and Degree
What will I learn during my training?
» Curriculum, Knowledge, Skills
What opportunities does the apprenticeship open up for me?
» Prospects and further training opportunities
How does the training program work, and how much does it cost?
» Duration of training and training costs
Is an apprenticeship in insurance brokerage right for me?
» Do I belong to the target group?
Am I cut out for a career in financial market consulting?
» Test vocation
What are the advantages of this training?
» 10 advantages
What are the disadvantages of training to become an insurance broker?
» 5 Disadvantages
Overview of providers for Insurance Brokerage

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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Overview of providers for Insurance Brokerage

Experiences, evaluations and opinions on training / further education

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Overview of providers for Insurance Brokerage

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.

Participants in the educational counseling provide feedback on the counseling.

The following list shows you the various courses available:

Toplisting
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
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
Next start date
Zürich
8/17/2026
Certifications, Memberships, Qualifications:
Firmenangebote
eduQua
IAF
Innovative Ausbildungsmethoden
Karriere-Chancen
saq
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Directly to the provider website
Address:
Aarauerstrasse 30
4601 Olten
Adult Education Center EBZ Olten
(5.3) Very good 374 374 Ratings (91% )
The Olten Adult Education Center offers a wide range of courses in the areas of training and continuing education, further training.
As a leader in vocational training for adults, we offer preliminary courses for the Federal VET Diploma qualification procedure according to Art. 32 and continuing education, 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 Examination for hairdressers and for the logistics industry.
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.
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, Zentralschweiz
Sites: Olten
Certifications, Memberships, Qualifications:
Firmenangebote
Bildungsberatung
Bundesbeiträge
Cambridge English
ECDL
EFQM 2020
IAF
kv edupool
SVF
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Schools with certified educational counseling