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Competence test for mediating and advising insurance companies Certificate

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

Process flow

The competence test consists of a written and a practical part of the examination.

The written part of the examination extends in particular to the subject areas:

  • Fundamentals of insurance
  • Social security framework conditions as well as the main features of state- and company-sponsored old-age provision
  • Legal basis for insurance mediation and insurance advice

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

  • Provision
  • Property and property insurance

Who should I contact?

The responsibility lies with the Chamber of Industry and Commerce (IHK).

This procedure can also be carried out through a "Point of Single Contact". The "Point of Single Contact" is a special service offered by municipalities and the state for service providers.

Which documents are required?

  • If applicable, identity card or passport

What are the fees?

Fees are charged in accordance with the fee regulations of the competent authority. Please contact the competent authority.

What deadlines do I have to pay attention to?

Deadlines may have to be observed. Please contact the competent authority.

Technically approved by

Lower Saxony Ministry of Economic Affairs, Labour and Transport

Source: Serviceportal Niedersachsen (Portalverbund des Bundes und der Länder)