Your safe path to the VBV certificates – we are here for you.

For beginners, career changers and staff in sales, advisory or back-office roles who want to arrange insurance in Switzerland and require the legally recognised proof (FINMA).

Since the revision of the Insurance Supervision Act (VAG) and the industry agreement, proof of qualification has been mandatory. By qualifying as an Insurance Intermediary VBV, you meet the regulatory requirements (FINMA compliant) and build trust in the market.

1) General skills, 2) Supplementary health insurance, 3) Non-life, 4) Life.

Hybrid. Fundamentals online, practice in person:

• General skills → online (Microsoft Teams)
• Supplementary health insurance → online (Microsoft Teams)
• Non-life → in person (case studies)
• Life → in person (preparation for the oral examination)

Every month. Each monthly group starts in calendar week 2 with “General skills” and finishes after around 3 months.

In Basel, Bern and Zurich, as well as Lausanne in Western Switzerland and Lugano in Ticino. Online components via Microsoft Teams.

Standard delivery is in German; in Western Switzerland in French, and in Italian-speaking Switzerland in Italian (dates follow separately).

Indicative durations according to VBV:

• General skills: 30 min. online (knowledge/understanding)
• Supplementary health insurance: 30 min. + guided casework
• Non-life: 60 min. + guided casework (property/liability/assets)
• Life: 30 min. oral (in person)

No formal school qualifications are required. You should already be working in insurance advice or planning to do so.

CHF 150 per training day and person. Exclusive corporate training sessions: CHF 2,500 per day (flat rate).

Teaching (online / in person), learning platform (presentations, scripts, materials) and podcasts with tasks for preparation. VBV course materials and any examination fees are excluded.

Typically 13 days (gross), depending on the scheduling of the monthly group.

In 3 steps – quick and non-binding:

1. Choose a course (module/monthly group/location)
2. Enter your details (contact + preferred start month)
3. Complete the reservation → we will contact you by phone/email and send a trial access and payment link.

No, the reservation is non-binding. Your place is confirmed with the confirmation/payment (details in the confirmation).

According to the confirmation, via payment link (e.g. card) or invoice. You will receive the details by email after the reservation.

Yes. CHF 2,500 / day (flat rate), ideal for teams. Up to approx. 20 participants (maximum class size). Content/dates flexible.

Yes, modules can be booked separately. You can start with “General skills” and plan additional modules as needed.

Yes, we work with limited class sizes (up to approx. 20) to ensure high quality and active case-study work.

Yes, via the learning platform (presentations, scripts, materials) and podcast units for targeted preparation.

Yes, after completing the booked modules. For the official VBV certification, the VBV examination is decisive.

Yes, we provide information about the process / deadlines. Registration and fees are handled directly with the respective examination provider.

A training group that starts together in a given month and goes through the 3-month process together.

Via Microsoft Teams. You will find the relevant Teams access links on our learning platform.

Please let us know early – we will look for alternatives / make-up dates where available.

Corporate and volume models available on request. Exclusive training is often the most cost-effective solution from a medium team size upwards.

The general terms and conditions and the details in the registration confirmation apply. Please let us know early so that we can reallocate places.

Yes. The modules follow the official VBV profiles and prepare you specifically for the examination formats (including casework / oral).

Monthly starts, hybrid format, top lecturers, network with participants from insurers and brokers, fair prices. In short: no half measures.

Use the “Log in” button in the header (customer login). Support will help if you have any problems.

Yes, for example IAF (financial adviser / pension adviser), Insurance Specialist with Federal Diploma, Financial Planner with Federal Diploma, as well as CICERO continuing education.

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In the footer.

By email at academy@maklerzentrum.ch or by telephone on 0800 822 800.

Use the corporate / group form (exclusive training) or write to academy@maklerzentrum.ch – we will block the contingents and coordinate dates/locations.

The form contains a prominent field called “Preferred month”. Choose your ideal start month – we will confirm the available dates.

Usually within 1–2 working days. You will receive trial access, an overview of the process and payment information.