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Competence test for mediating and advising insurance companies Certificate

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

Process flow

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

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

  • Basics of insurance
  • Social security framework conditions as well as basic features of state- and company-sponsored old-age provision
  • Legal basis for insurance mediation and insurance consulting

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

  • Provision
  • Property/Wealth Insurance

Who should I contact?

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

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

Find your Point of Single Contact

Which documents are required?

  • If applicable , identity card or passport

What are the fees?

Fees apply according to the fee statutes 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 (Linie6PLus)

Further Links

Single points of contact of the state of Lower Saxony, Single points of contact of the countries of Europe, advice and assistance for EU citizens and their families.