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Old 28.11.2011, 18:55
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How does one become an insurance broker/advisor?

Just curious if someone know how insurance brokers/advisors are regulated in Switzerland and if so, what type of "quality control" exists?

I'm asking the question because based on personal experience and experience of some friends here, the quality of insurance brokers seem to vary a lot. Some of them have very minimal knowledge and imo really shouldn't be advising people . Are there any exams/qualifications one must have? Or do people just "decide" to become an insurance broker one day?
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Old 28.11.2011, 18:58
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Re: How does one become an insurance broker/advisor?

Try this:

http://www.amcham.ch/members_interes...h.asp?s=2&c=25

http://www.finma.ch/e/beaufsichtigte...ermittler.aspx
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Old 28.11.2011, 19:06
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Re: How does one become an insurance broker/advisor?

Thanks!
Just read the links you provided as well as other links from those above. Apparently
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Insurance brokers are obliged to register electronically via an intermediary portal. All registered insurance intermediaries have to meet certain personal, technical and financial requirements.
And it seems like the "technical" requirement part can be satisfied through a variety of methods. http://www.finma.ch/e/faq/beaufsicht...ermittler.aspx FAQ 11

I can't say too much about those exams, but what I can say is that the one listed as accepted for a US based qualification, "US - Chartered Property Casualty Underwriter, CPCU" would be almost USELESS (or irrelevant may be a better word) for brokers advising clients on health insurance, for example. Argh...

Sometimes it's just sad to see how poorly people have been advised, and I've always wonder why...
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