OSAM-Formations
Consultation

Practical preparation training For the examination

Insurance specialist with federal diploma

For exam success
the federal diploma for insurance specialists.

Duration

15 months of training: hybrid, online and face-to-face

Start

Choose between our February, May or September start dates.

Approach

High-level active trainers and personalised teaching.

Schooling

CHF 13,900. Reimbursed to 50% by the confederation*.

Context and issues

Over 99% of the Swiss economy is based on small and medium-sized enterprises, which are present in all sectors of activity. In an increasingly demanding competitive environment, SMEs have a growing need for profiles capable of ensuring global, strategic and operational management. Running an organisation or holding a key position within a large company requires solid skills in management, finance, law and communication. In view of these challenges, the SME Management Specialist course (with federal diploma) meets a real demand in the Swiss job market.

This federally-recognised qualification attests to a confirmed level of expertise and optimises your employability and competitiveness in the long term. By preparing for this federal examination, you are investing in a career that meets the demands of the Swiss economy.

Your comments

Programme

Phase 1: Compulsory modules (4 modules)
Fundamentals common to all brevet candidates :

Basics of private insurance: understanding the main insurance products (life, non-life, personal, wealth), how they work and the principles of risk cover. Basic concepts of contracts, premiums, benefits and exclusions.

Insurance law and regulatory framework (including LSA): An approach to the Swiss legal framework for insurance, including the ISA and the sector's supervisory rules. Principles of contract law, insurers' obligations and compliance requirements.

Communication techniques and customer advice: developing the skills needed to analyse customer needs, conduct effective interviews and propose appropriate solutions. Work on listening, the advisory posture and managing exchanges.

Management and business processes: Understanding key insurance processes: file processing, claims management and administrative follow-up. Use of procedures and tools to ensure quality and operational efficiency.

Phase 2: Choice of 3 modules
More in-depth knowledge in one or more areas of insurance :

Life and pensions insurance: includes financial protection solutions for retirement, death and disability.

Non-life insurance (liability, accident, property): Covers third-party liability, accidents and property damage.

Supplementary health insurance: supplements basic insurance benefits to cover additional care and services.

Product underwriting and management: means risk analysis, contract acceptance and monitoring throughout the term of the contract.

Claims management: Involves processing claims and compensating policyholders in accordance with their contracts.

Brokerage and distribution: Includes intermediation and advisory activities in the sale and management of insurance products.

Phase 3: Process module (1 module)
Practical and integrative application :

Control of a complete process (e.g. advice, claims, underwriting)
Case studies, professional situations
Preparation for the federal final examination

Preventing and resolving tensions within the organisation by developing effective and constructive internal communication.

  • SKILLS ACQUIRED

  • Analysing insurable risks
  • Mastering insurance law
  • Managing complex claims
  • Advising business customers
  • Taking out insurance policies
  • Managing a business process
  • Applying federal regulations
  • Developing insurance solutions
  • Argue with professional precision
  • Coordinating internal projects
Simon Pawolleck

Let's discuss your training project!

Simon Pawolleck - Training Director

They train with us

OSAM Customers - Companies

FAQ

There are three possible routes:

Variant 1 - CFC for commercial employees in the insurance sector (or Young Insurance Professional AFA certificate) + at least 2 years' professional experience in the sector.

Variant 2 - CFC from another three-year basic training course or Matura + passing grade in the AFA insurance intermediary written examination + at least 2 years' professional experience in the sector.

Variant 3 - Other basic training + successful completion of the AFA insurance intermediary written examination + at least 5 years' professional experience, including 3 years in the insurance sector.

The course is aimed at employees of insurance companies or brokerage firms with a few years' professional experience following their apprenticeship.

More specifically, it is suitable for anyone who wants to :

  • Deepen your technical knowledge of private insurance
  • Extended responsibilities (management, advice, underwriting, claims)
  • Validate your expertise with a recognised federal qualification
  • Progress to a specialist or managerial position in the sector

This qualification is also aimed at recent insurance graduates, as well as candidates who are completely new to the field but who have a deep interest in it and want to build a qualified career.

The final federal examination for insurance specialists is held every autumn. It takes place online (written tests) over several days, generally in September for the compulsory modules, then at the end of the year for the final examination itself.

The exam is organised and managed by‘AFA (Association for Professional Insurance Training) throughout Switzerland. It is available in French, German and Italian. In French-speaking Switzerland, the tests take place in Yverdon-les-Bains.

The certificate is then officially awarded by SEFRI (State Secretariat for Education, Research and Innovation) to candidates who have passed all the tests.

Exam registration: via the official AFA platform at bildung.vbv.ch

The exact dates are published each year by the AFA - OSAM Formations will keep you informed as soon as they are published.

This course can be fully customised (content, format, language). Contact us for a free quote.

To register for the final exam, you must have obtained the certificates for all the modules (compulsory, elective and process).

The federal final examination is organised by AFA (Association pour la Formation Professionnelle en Assurance - Association for Professional Insurance Training) and includes an integrative final test covering all the knowledge acquired during the modules. It assesses the candidate's ability to :

  • Analysing complex professional situations
  • Applying legal and regulatory provisions
  • Arguing and defending concrete solutions

The examination consists of written tests (case studies) and, depending on the session, an oral test. If a module is failed, it can be retaken independently.

Registration for the federal final examination is different from that for the compulsory and elective modules. Registration is valid only if all the required documents have been submitted and the examination fees have been paid on time.

For more information, contact us!

REGISTRATION APPLICATION

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OSAM Training / Training Insurance specialist with federal diploma