Sweden
 Name of qualification  Sales assistant in life assurance  Brokers - Life assurance
 Educational background  At least upper secondary school
 Gymnasium
 At least upper secondary school
 Gymnasium
 Occupational background  6 months in Insurance comp  6 months in a broker firm or sales
 dep of insurance comp
 For what field of work does this
 education qualify graduates?
 Sales Assistant to dependent
 agents and brokers in life assurance
 Customer services
 Broker in life assurance
 Vocational knowledge and skills  Products and regulations in the
 market Communication skills
 Ability to find the best advise for all
 customers in this market segment
 Communication, sales and
 negotiating skills. Ability to analys
 customer needs Knows all the
 insurers and products in the sector
 Duration of the education  3 months part time education.
 12 days of theoretical courses
 self studies Tutored practice in an
 insurance  company, sales
 department
 12-18 months
 44 days of theoretical courses
 Approx. 50 days of self studies
 Tutored practice in a broker firm
 throughout the program
 How are the examinations
 carried out?
 Written  Written
 Recognition of the education /  qualification by companies in the  national insur. market  Not regulated in the Swedish market
 Recognised by the insurance
 companies, brokers and organisations
 as the right qualification for this field
 of work
 Regulated by the supervisory
 authority. The diploma is required
 for registration as a broker


 Name of qualification  Brokers - Non-life insurance,
 commercial lines
 Security dealers certificate
 Educational background  At least upper secondary school
 Gymnasium
 At least upper secondary school
 Gymnasium
 Occupational background  6 months in a broker firm or sales
 dep of insurance comp
 6 months experiences in the financial
 sector
 For what field of work does this
 education qualify graduates?
 Broker in non-life insurance -
 commercial lines
 Financial adviser especially in fund
 distribution
 Vocational knowledge and skills  Communication, sales and
 negotiating skills. Ability to analyse
 the RM needs by the customer
 Knows all the insurers and products
 in the sector
 Communication, sales and
 negotiating skills Knows all the
 funds in the market and their
 strengths and weaknesses
 Duration of the education  12-18 months
 39 days of theoretical courses
 Approx. 50 days of self studies
 Tutored practice in a broker firm
 throughout the program
 6 months
 5 days of theoretical courses
 Approx 10 days of Selfstudies and
 3 months of tutored practice
 How are the examinations
 carried out?
 Written, Oral and case examination  Written at Universities under
 supervision of the Swedish Security
 Dealers Association
 Recognition of the education /  qualification by companies in the  national insur. market  Regulated by the supervisory
 authority. The diploma is required
 for registration as a broker
 Selfregulated by Swedish Security
 Dealers Association. The certificate is
 recognised by all financial institutes
 dealing with funds


 Name of qualification  Claims adjuster - non-life insurance
 commercial lines
 Claims adjuster - non-life insurance
 motor and traffic insurance
 Educational background  At least upper secondary school
 Gymnasium
 At least upper secondary school
 Gymnasium
 Occupational background  6 months experiences from claims dep  6 months experiences from claims dep
 For what field of work does this
 education qualify graduates?
 Claims adjuster  Claims adjuster
 Vocational knowledge and skills  Settlement of claims in insurance
 companies or by independent loss
 adjuster without needing supervision-
 Communication and negotiating skills
 Settlement of claims in insurance
 companies or by independent loss
 adjuster without needing supervision-
 Communication and negotiating skills
 Duration of the education  12-18 months
 39 days of theoretical courses
 Approx. 50 days of self studies
 Tutored practice in an insurance
 company - claims department or by
 independent claims adjuster
 12-18 months
 27 days of theoretical courses
 Approx. 40 days of self studies
 Tutored practice in an insurance
 company - claims department or by
 independent claims adjuster
 How are the examinations
 carried out?
 Written  Written
 Recognition of the education /  qualification by companies in the  national insur. market  Not regulated in the Swedish market
 Recognised by the insurance
 companies, independent loss
 adjusters and organisations
 Not regulated in the Swedish market
 Recognised by the insurance
 companies, independent loss
 adjusters and organisations


 Name of qualification  Claims adjuster - non-life insurance
 private lines
 Claims adjuster - personal injury for
 short term disability
 Educational background  At least upper secondary school
 Gymnasium
 At least upper secondary school
 Gymnasium
 Occupational background  6 months experiences from claims dep  6 months experiences from claims dep
 For what field of work does this
 education qualify graduates?
 Claims adjuster  Settlement of claims in personal
 injury for short term disability
 Vocational knowledge and skills  Settlement of claims in insurance
 companies or by independent loss
 adjuster without needing supervision-
 Communication and negotiating skills
 Settlement of claims in insurance
 companies or by independent loss
 adjuster without needing supervision-
 Communication and negotiating skills
 Duration of the education  12-18 months
 22 days of theoretical courses
 Approx. 40 days of self studies
 Tutored practice in an insurance
 company - claims department or by
 independent claims adjuster
 12 months
 31 days of theoretical courses
 Approx. 35 days of self study
 Tutored practice in an insurance
 company - claims department or by
 independent claims adjuster
 How are the examinations
 carried out?
 Written  Written and a case examination
 Recognition of the education /  qualification by companies in the  national insur. market  Not regulated in the Swedish market
 Recognised by the insurance
 companies, independent loss
 adjusters and organisations
 Not regulated in the Swedish market
 Recognised by the insurance
 companies, independent loss
 adjusters and organisations


 Name of qualification  Claims adjuster - personal injury for
 long term disability
 Claims adjuster - health and accident
 insurance
 Educational background  Fulfilled diploma for personal injury
 short term disability
 At least upper secondary school
 Gymnasium
 Occupational background  36 months as claims adjuster for
 personal injury – short term disability
 6 months in claims dep
 For what field of work does this
 education qualify graduates?
 Settlement of claims in personal injury
 for long term disability
 Settlement of claims in health and
 accident insurance
 Vocational knowledge and skills  Settlement of claims in insurance
 companies or by independent loss
 adjuster without needing supervision-
 Communication and negotiating skills
 Settlement of claims in insurance
 companies without needing
 supervision- Communication and
 negotiating skills
 Duration of the education  6 months
 8 days of theoretical courses
 Approx. 15 days of self study
 Tutored practice in an insurance
 company - claims department or by
 independent claims adjuster
 12-18 months
 23 days of theoretical courses
 Approx. 35 days of self study
 Tutored practice in an insurance  company - claims department
 How are the examinations
 carried out?
 Written and a case examination  Written
 Recognition of the education /  qualification by companies in the  national insur. market  Not regulated in the Swedish market
 Recognised by the insurance
 companies, independent loss
 adjusters and organisations
 Not regulated in the Swedish market
 Recognised by the insurance
 companies and organisations


 Name of qualification  Dependent agent - Life assurance  Dependent agent - Non-life
 insurance, commercial lines
 Educational background  At least upper secondary school
 Gymnasium
 At least upper secondary school
 Gymnasium
 Occupational background  6 months in Insurance comp –
 sales dep
 6 months in claims dep
 For what field of work does this
 education qualify graduates?
 Dependent agent in life assurance  Dependent agent in non-life
 insurance, commercial lines
 Vocational knowledge and skills  Communication and negotiating skills
 Ability to analyse the needs by the
 customer and give advise about the
 best insurance and close the sale
 without supervision
 Communication and negotiating skills
 Ability to analyse the RM needs by
 the customer and give advise about
 the best solutions including insurance
 and close the sale without supervision
 Duration of the education  12-18 months
 42 days of theoretical courses
 Approx. 50 days of self studies
 Tutored practice in an insurance
 company, sales department
 throughout the program
 12-18 months
 37 days of theoretical courses
 Approx. 50 days of self studies
 Tutored practice in an insurance
 company, sales department
 throughout the program
 How are the examinations
 carried out?
 Written  Written, Oral and case examination
 Recognition of the education /  qualification by companies in the  national insur. market  Not regulated in the Swedish market
 Recognised by the insurance
 companies and organisations
 Not regulated in the Swedish market
 Recognised by the insurance
 companies and organisations


 Name of qualification  Dependent agent - Non-life insurance, private lines
 Educational background  At least upper secondary school Gymnasium
 Occupational background  6 months in Insurance comp – sales dep
 For what field of work does this
 education qualify graduates?
 Dependent agent in non-life insurance motor and other private lines
 Vocational knowledge and skills  Communication and negotiating skills Ability to analyse the needs by the
customer and give advise about the best insurance and close the sale
without supervision
 Duration of the education  12-18 months
 30 days of theoretical courses
 Approx. 50 days of self studies
 Tutored practice in an insurance company, sales department throughout
 the program
 How are the examinations
 carried out?
 Written
 Recognition of the education /  qualification by companies in the  national insur. market  Not regulated in the Swedish market Recognised by the insurance
 companies and organisations