Expert examination for the purpose of obtaining and advising insurance certificates Unfortunately this specification of service has not yet been completely translated.

After successfully passing an examination to prove the necessary expertise of insurance intermediaries and insurance consultants before the competent authority, the latter then issues a certificate.

  • If necessary, identity card or passport

Related Links

  • Section 34d paragraph 2 No. 4 Trade Code (GewO)
  • Insurance Mediation Ordinance (VersVermV)

The expert examination consists of a written and a practical part of the examination.

The written part of the examination covers in particular the following areas:

  • Insurance basics
  • Social security framework and the basic features of state and company-supported pension provision
  • Legal basis for insurance mediation and insurance advice

For the practical part of the examination, the examiner can choose between the following two subject areas:

  • Provision
  • Property/wealth insurance

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Last update or date of publication
13.09.2018