Professional qualifications
Proof of qualification is carried out purely through the means of possession of a recognised diploma.
Examination regulations of 23 November 2012 (in German, French and Italian)
With regard to the qualification requirements, the qualifications listed below are recognised by FINMA:
Swiss qualifications
- VBV Insurance Intermediary
- Professional certificate in private insurance (Eidg. Fachausweis Versicherungsfach-mann/Versicherungsfachfrau)
- Federal diploma for insurance experts (Diplom eidg. Versicherungsfachexperte/-expertin)
- Professional certificate in financial planning (Eidg. Fachausweis Finanzplaner/Finanzplanerin)
- Federal diploma for financial planning experts (Eidg. Diplom Finanzplanungs-Experte/-Expertin)
- Master of Advanced Studies in Financial Consulting (former: NDS Financial Consultant FH)
- CIB Chartered Insurance Broker
- Diploma for financial advisors IAR, including the insurance module (Dipl. Finanzberater/in IAF)
- Professional Education and Training College (PET) diploma in insurance (CH) (Diplom der Höheren Fachschule Versicherung HFV (CH)
- CAS Insurance Broker
Qualifications obtained outside Switzerland
- AUS – Diploma in Business (General Insurance)
- AUT – Geprüfter Versicherungsfachmann BÖV (oral exams exempted)
- AUT – Universitätslehrgang Akademischer Versicherungskaufmann*
- BEL – Gradué en Assurances" der Haute Ecole Francisco Ferrer in Brüssel, Belgien*
- BEL – Gradué en assurances HEMES
- DE – Versicherungsbetriebswirt (DVA)
- DE – Versicherungsfachwirt (IHK)
- DE – Diplombetriebswirt BA, Fachrichtung Versicherung*
- DE – Diplom-Kaufmann FH Köln / Studiengang Versicherung* (alt: Betriebswirt der FH Köln / Fachrichtung Versicherung)
- DE – Fachwirt für Finanzberatung IHK
- DE – Fachberater für Finanzdienstleistungen IHK
- DAN – Examineret assurandør der dänischen Versicherungsakademie
- FRA – Diplôme d'études supérieures spécialisées en Assurance*
- FRA – Diplôme de l’Ecole Nationale d’Assurance – Cadre supérieur de l’assurance » der EcoleNationale d’Assurance in Paris
- FRA – Diplôme d’université de l’Institut des Assurances de Lyon" in combination with the"Diplôme d’études supérieures spécialisées d’assurances (DESS)*
- HK – Insurance Intermediaries Qualifying Examination (IIQE)
- NL – Asurantiebemiddeling A*
- NL – WFT-Basis & WFT-Schade & WFT-Leven*
- SG – Certified Financial Planner CFP (FPAS)*
- UK – Advanced Diploma in Insurance (former "Associateship")
- UK – Chartered Insurance BrokerUK – Associated Chartered Insurance Institute (ACII)
- UK – Fellowship of the CII (FCII)
- UK – Chartered Financial Planner
- UK – Chartered Insurer
- UK – Chartered Insurance Practitioner
- US – Chartered Property Casualty Underwriter, CPCU
*only in combination with professional experience of at least 5 years in insurance intermediation.
Applications for the recognition of other professional qualifications can be submitted to the VBV board of examiners who then request FINMA’s approval.
