How Do I Get an Insurance Broker License?

The insurance broker exam is a national qualification certificate exam and an insurance broker practice qualification exam. Its fairness and authority cannot be questioned.

Certificate of Qualification for Insurance Brokers

An insurance brokerage employee refers to a staff member of an insurance brokerage institution engaged in insurance brokerage business. Insurance practitioners shall obtain the Basic Qualification Certificate for Insurance Brokers issued by the China Insurance Regulatory Commission and the Certificate of Practice for Insurance Brokers issued by the relevant units accordingly before practicing. Insurance brokers shall abide by laws and regulations such as the "Insurance Law of the People's Republic of China", "Regulations on the Administration of Insurance Brokers", relevant regulations of the insurance supervision and administration department, and relevant rules of the self-regulatory organization of the insurance industry. Insurance brokers should abide by social morality and in accordance with the requirements of the Guidelines for Professional Ethics of Insurance Brokers, and abide by the principles of abiding by laws and regulations, honesty, professional competence, diligence and due diligence, friendly cooperation, fair competition, and confidentiality in their practices. , Consciously maintain the credibility of the insurance brokerage industry. Insurance brokers shall serve their insurance brokers loyally, accept the business management of their insurance brokers, earnestly perform their responsibilities and obligations to their insurance brokers, and shall not infringe the interests of their insurance brokers.

"Principle and Practice of Insurance"

"Related Knowledge and Regulations for Insurance Brokers"

Since 2007, only one subject has been taken in the qualification examination for insurance brokers, which includes: "Insurance Principles and Practices" and "Insurance Brokers Related Knowledge and Regulations".

Apply for the AWFF World Federation of Finance and Economics Certificate and take the test of <Finance English 1>.

First of all, in the sense of civil law, it must have full capacity for civil conduct and be able to independently bear civil liability in its own name.

Secondly, Article 9 of the Provisions for the Administration of Insurance Brokers (Trial) stipulates that applicants must have a college degree or higher, which will help improve the overall quality of the practitioners and lay a good personnel foundation for the service of brokers. Article 12 stipulates that in any of the following circumstances, they shall not take the qualification examination for insurance brokers, and they shall not apply for a Qualification Certificate. Specifically, they are (1) those who have been subject to criminal penalties; (2) those who have been subject to administrative penalties for violating relevant financial laws, administrative regulations, and rules; and (3) other persons deemed inappropriate by the People's Bank of China to engage in insurance brokerage business. According to relevant regulations, college students and undergraduates who are currently studying at the school are not eligible for admission.

The reference book for the qualification examination of insurance brokers is:

"Principle and Practice of Insurance" (2006 edition 62)

Guide to "Principle and Practice of Insurance" (ie Exam Counseling, 2006 version 55)

"Related Knowledge of Insurance Brokers" (2006 edition 41)

"Insurance Broker-Related Knowledge" Guide (ie Exam Counseling, 2006 edition 35)

"Compilation of Laws and Regulations Related to Insurance Intermediaries" (2005 edition 50).

About April to December every year, once a month

Relevant systems for those who pass the examination in the single examination of the qualification examination for insurance brokers or insurance assessors from 1999 to 2006:

(1) Examination results of individual subjects before 2004 (inclusive) are invalid.

(2) From 2005 to 2006, if the results of the single subject examination of the insurance broker or insurance assessor qualification examination pass, they can register for another subject examination within the validity period of the results. Those who take the first examination in 2005 will have their grades valid until the end of June 2007; those who take the second examination in 2005 will have their grades valid until the end of December 2007; those who take the first examination in 2006 will have their grades valid until the end of June 2008 ; If you take the second examination in 2006, your score will be valid until the end of December 2008.

(3) Those who have passed the "Insurance Principles and Practice" section of the insurance broker or insurance assessor qualification examination can sign up for the "Insurance Brokerage Practice" or "Insurance Assessment Practice" exam within the validity period of the results. Those who have passed the subjects of "Insurance Brokerage Practice" or "Insurance Public Assessment Practice" can sign up for the "Principle and Practice of Insurance" within the validity period of their results.