Portugal
 Name of qualification  Diploma General Insurance Course  National Diploma Technical Insurance
 Educational background  A Level  Secondary School Certificate
 (Compulsory education)
 Occupational background  Employment in insurance without
 professional experience and basic
 qualification
 None
 For what field of work does this
 education qualify graduates?
 All fields of business in the insurance
 industry, carried out with a certain
 degree of independence
 All fields of business in the insurance
 industry, carried out with a certain
 degree of independence
 Vocational knowledge and skills  General education in insurance with
 the aim of enabling students to
 become familiar with the principles
 and practice of the global insurance
 business
 The areas completing this education
 (theoretical and practice) have a
 broad training to carry out specific
 insurance work without needing
 supervision.
 Duration of the education  One school year (part-time)  Three school years
 How are the examinations
 carried out?
 Under the responsibility of Aps;
 written examination in each subject
 Under State supervision and the
 responsibility of APS; oral and written
 examinations by subjects.
 Recognition of the education /  qualification by companies in the  national insur. market  Diploma recognized by the insurance
 industry as a basic qualification
 Diploma recognized by the Ministry of
 Education (A Level), Basic
 qualification generally required by
 insurance companies.


 Name of qualification  Diploma Specialized Insurance
 Course - Accidents and Health
 Diploma Specialized Insurance
 Course - Risks Insurance
 Educational background  A Level  A Level
 Occupational background  Two years experience on Accidents
 or Health insurance sector
 Two years experience on Risk  insurance sector
 For what field of work does this
 education qualify graduates?
 The insurance specialist take with
 this level of qualification the
 responsibility for a group or unit on
 Accidents or Health insurance sector.
 The insurance specialist take with
 this level of qualification the
 responsibility for a group or unit on
 Risks insurance sector.
 Vocational knowledge and skills  Highly qualified and comprehensive
 specialist knowledge on Risks
 insurance, is able to identify and to
 implement decisions and devise
 solutions to the standard problems
 occurring in daily work.
 Highly qualified and comprehensive
 specialist knowledge on Risks
 insurance, is able to identify and to
 implement decisions and devise
 solutions to the standard problems
 occurring in daily work.
 Duration of the education  One school year  One school year
 How are the examinations
 carried out?
 Under the responsibility of APS;
 written examination in each subject
 and project paper.
 Under the responsibility of APS;
 written examination in each subject
 and project paper.
 Recognition of the education /  qualification by companies in the  national insur. market  Diploma recognized by the insurance
 industry as a specialized qualification
 Diploma recognized by the insurance
 industry as a specialized qualification


 Name of qualification  Diploma Specialized Insurance
 Course - Life and Pensions
 Diploma Specialized Insurance
 Course - Economics and Finance
 Educational background  A Level  A Level
 Occupational background  Two years experience on Life and
 Pensions insurance sector
 Two years experience on Finance
 insurance sector
 For what field of work does this
 education qualify graduates?
 The insurance specialist take with
 this level of qualification the
 responsibility for a group or unit on
 Life and Pensions insurance sector.
 The insurance specialist take with
 this level of qualification the
 responsibility for a group or unit on
 Finance insurance sector.
 Vocational knowledge and skills  Highly qualified and comprehensive
 specialist knowledge on Life and
 Pensions, is able to identify and to
 implement decisions and devise
 solutions to the standard problems
 occurring in daily work.
 Highly qualified and comprehensive
 specialist knowledge on Economics
 and Finance, is able to identify and
 to implement decisions and devise
 solutions to the standard problems
 occurring in daily work.
 Duration of the education  One school year  One school year
 How are the examinations
 carried out?
 Under the responsibility of APS;
 written examination in each subject
 and project paper.
 Under the responsibility of APS;
 written examination in each subject
 and project paper.
 Recognition of the education /  qualification by companies in the  national insur. market  Diploma recognized by the insurance
 industry as a specialized qualification
 Diploma recognized by the insurance
 industry as a specialized qualification


 Name of qualification  Diploma Prevention and Safety
 Technician
 Diploma Risk Manager Technician
 Educational background  A Level  A Level
 Occupational background  Three years of professional
 experience in industries sector or
 insurance market.
 Three years of professional
 experience in insurance
 For what field of work does this
 education qualify graduates?
 This Technician takes the
 responsibility on Prevention and
 Safety (human and equipment) of
 an enterprise or industry.
 This insurance specialist is qualified
 to make the decisions required on
 Risk Management fields.
 Vocational knowledge and skills  This Technician has the skills and
 competence to handle complex
 problem solutions on Prevention and
 Safety areas.
 The Risk Manager Technician has
 the skills and competence to handle
 complex problems and provide
 solutions on industries Risks.
 Duration of the education  Generally three months (full-time)  Three months (full-time)
 How are the examinations
 carried out?
 Under the responsibility of APS;
 written examination in each subject
 and reports presentation.
 Under the responsibility of APS;
 written final examination and reports
 presentation.
 Recognition of the education /  qualification by companies in the  national insur. market  Diploma recognized by the insurance
 industry.
 Diploma recognized by the
 supervision authority and by the
 insurance industry.


 Name of qualification  Diploma Insurance Management
 High Studies
 Diploma non-Life Actuarial Sciences
 Educational background  University degree  University degree
 Occupational background  Three years of professional
 experience in insurance
 Three years of professional
 experience on Actuarial fields.
 For what field of work does this
 education qualify graduates?
 The Insurance Management High
 Studies provides the expansion and
 augmentation of insurance and
 economic related knowledge and
 development of professional skills as
 a prerequisite to leading executive
 and management functions.
 The non-Life Actuarial Sciences
 provides the specialization
 prerequisites for non-Life studies
 and to take the responsibility and
 the decisions required on these
 matters.
 Vocational knowledge and skills  The Insurance Manager has the skills
 and competence to handle complex
 problems solutions and is able to
 coordinate the development of
 specialist operatives.
 The non-Life Actuaries has the skills
 and competence to handle complex
 studies and problems solutions on
 non-Life Actuarial sectors.
 Duration of the education  One school year  Two years (part-time)
 How are the examinations
 carried out?
 Under the representatives of an
 University and APS; written
 examinations by subjects and
 reports presentations.
 Under the responsibility of APS and
 the National Institute of Actuaries;
 written examinations by subject and
 reports presentation.
 Recognition of the education /  qualification by companies in the  national insur. market  Diploma recognized by the Ministry
 of Education (post-graduated
 Diploma), and by the insurance
 market as a high qualification.
 Diploma recognized by the
 supervision authority and by the
 insurance market.