Maklerzentrum Academy
About Maklerzentrum Academy
Maklerzentrum Academy is a training institution in Switzerland for insurance qualifications and financial advisory qualifications.
Its focus lies on the structured preparation for recognised qualifications and continuing professional education in the insurance sector, in particular:
- VBV Insurance Intermediary Qualification
- VBV Recertification
- IAF Financial Advisor Qualification
The programmes and preparatory courses are practice-oriented and designed to prepare participants specifically for the relevant examinations and qualification steps.
The programmes are aimed at people working in the insurance or financial advisory sector, those seeking a recognised qualification, or those who need to renew their existing authorisation within the framework of VBV recertification.
Training Programmes
Maklerzentrum Academy currently offers the following training programmes:
VBV Training – Insurance Intermediary
VBV training provides the foundations for insurance intermediation and prepares participants for VBV certification.
The content includes in particular:
- Insurance fundamentals
- Legal fundamentals
- Insurance products
- Advisory practice and practical application
VBV Recertification – Preparatory Courses
The preparatory courses for VBV recertification are intended for existing insurance intermediaries who wish to prepare specifically for their recertification examination.
The courses are compact in structure and focus on the examination-relevant content based on the current VBV requirements.
The content includes in particular:
- Law and compliance
- Cyber insurance
- Property insurance
- Liability and financial loss insurance
- Personal insurance and health
- Structured examination preparation
IAF Training – Qualified Financial Advisor
IAF training is an advanced qualification for insurance advisors and financial advisors.
The content includes in particular:
- Insurance fundamentals
- Regulatory requirements
- Pension and wealth planning
- Insurance products
- Advisory practice and analysis
- Examination preparation
Training Format
The programmes and courses are delivered in a hybrid format or as targeted online preparation.
This includes:
- Online teaching
- In-person teaching
- Structured modules
- Examination preparation
This format allows for a combination of flexible learning and direct professional support.
The preparatory courses for VBV recertification are specifically delivered as compact online courses.
Locations
In-person sessions take place at the following locations:
- Basel
- Bern
- Zurich
- Lausanne
- Lugano
The online components are delivered digitally.
Target Groups
The training programmes are aimed in particular at:
- Insurance intermediaries
- Insurance advisors
- Financial advisors
- Brokers
- Career changers entering the insurance sector
- Individuals with an existing VBV qualification
- Individuals interested in obtaining an IAF qualification
- Individuals required to complete VBV recertification
Purpose of the Training
The objective of the training programmes is to provide structured preparation for recognised qualifications and regulatory continuing education requirements in the insurance sector.
The programmes provide professional foundations, regulatory knowledge and practical advisory skills.
The training supports participants in preparing for the relevant examinations, renewing existing qualifications through recertification, and developing their professional expertise further.
Examinations and Qualifications
- The VBV training programme prepares participants for the VBV qualification.
- The VBV recertification courses prepare participants for the recertification examination for existing insurance intermediaries.
- The IAF training programme prepares participants for the IAF examination.
- The examinations are conducted by the respective responsible examination bodies.
Programme Structure
The programmes are modular in structure and include:
- Professional foundations
- Advanced modules
- Practice-oriented content
- Examination preparation
The modular structure allows for a clear and systematic learning path.
The preparatory courses for VBV recertification are designed as compact programmes focused on targeted revision and consolidation of examination-relevant content.
Further Information
Further information on the individual training programmes is available on the relevant pages:
Contact and Reservation
Information on dates and reservations is available on the respective training pages.
Reservations can be made via the relevant forms on the training pages.