What does taking an insurance broker course involve?

What does taking an insurance broker course involve

Due to the many questions received about how to become an insurance broker, we will present below the important details that will help you understand more easily what you need to do. We have an increasing number of forms completed with “I want to become an insurance agent“, and we are here to help you with the details below.

Insurance broker courses

At Destine Holding you can start your training in the field of insurance. The opportunities for professional development and financial growth offered after qualifying in the distribution activity are countless. Two types of online insurance broker courses are available from which you can choose what suits you best.

Online insurance broker course for professional qualification

Insurance broker course for professional qualification

Individuals with domicile or residence in Romania or in the European Economic Area, who hold a baccalaureate diploma or, respectively, another equivalent document translated into Romanian and legalized, can enroll in the course.

Objectives of the professional qualification course for insurance agents

  • Knowledge of the legislative framework for carrying out insurance and insurance intermediation activities.
  • Learning the basic concept of insurance.
  • Notions of risk and risk protection.
  • Market and types of insurance.
  • Basic principles of negotiation and specific sales techniques of insurance products.

Who is it for

It is addressed to anyone who wants to work in the field of insurance and meets the legal conditions in the field. The investment is 150 LEI with VAT, which does not include the examination or re-examination fee at the Institute of Financial Studies.

Benefits of the insurance broker qualification course

  • Desired study program planning – you have between 10-30 days of study available on the e-learning platform.
  • Knowledge testing and graduation exam simulation with over 1250 test questions from the course.
  • Real-time verification of results and grades from tests.
  • Submission of the examination file to ISF/ASF.
  • Issuance of the participation certificate if the number of hours and the required conditions have been met.
  • Registration for examination/re-examination at ISF/ASF.

Insurance broker course for continuing professional training

Online insurance broker course for continuing professional training

The course follows the Continuing Professional Training Norms for the insurance and private pension industry issued by the Financial Supervisory Authority.

Objectives of the continuing training course for insurance agents

  • Expanding knowledge of the legislative framework of insurance and intermediation activities.
  • Consumer protection and personal data protection.
  • Principles of insurance activity.
  • General insurance products and life insurance.

Who can enroll

The continuing training course is addressed to insurance agents, individuals or legal entities, sub-agents, insurance/reinsurance brokers, brokerage assistants, individuals. The cost of this course is 150 LEI with VAT and does not include the ISF examination fee.

Benefits of the insurance broker course for continuing training

  • Access at any time and any device connected to the internet.
  • Study time between 6 and 20 days on the e-learning platform.
  • Over 1250 questions for testing and graduation exam simulation.
  • Real-time progress check.
  • Issuance of a certificate of completion of the study program if the conditions have been met.
  • Registration for the exam at ISF/ASF or re-examination, if applicable.
  • Taking over from ISF/ASF and sending the graduation certificate to the beneficiary, with payment at destination.

become an insurance broker

Become an insurance broker

You can become an insurance broker with the help of the specialization programs provided by Destine Holding. The advantages of the increasingly sought-after insurance broker activity are numerous: from financial independence to the flexible working hours, to building strong, influential and long-lasting relationships. For even more details, get in touch with us using the contact form. Destine Holding’s objective is the professional training of brokerage assistants. It offers access for anyone who meets the legal conditions to insurance courses according to everyone’s training.