Finance
Develop a systematic overview of social and private insurance in Switzerland. This course connects risk assessment, contract interpretation and benefit coordination with clear client communication. Learn to compare cover critically and identify questions requiring further investigation, without turning a general product description into a binding entitlement or individual recommendation.
Request informationYOUR PROGRAMME AT A GLANCE
For individuals & organisationsWe agree a start that fits your professional and personal commitments.
OSAM certificates: according to your starting level and learning goals. Company group programmes are usually planned in days or half-days.
Federal preparation: see pathway durations belowSynchronous teaching. Both formats include the OSAM platform for course materials and organisational information.
From an eduQua-certified institution.
Related federal examination pathwaysAn individual quotation confirms the programme, delivery format and applicable fees.
Highly personalised teaching with experienced practitioners working at a high professional level.
FROM KNOWLEDGE TO CAPABILITY
Insurance, administration, HR and client-service staff and interested career changers.
YOUR LEARNING JOURNEY
These modules form the core programme. Where useful, we refine the emphasis, examples and learning activities to reflect your professional context, starting point and objectives.
Classify insurable risks and distinguish social insurance from private contractual solutions. Map funding, eligibility and the organisations involved. Personal and business scenarios demonstrate why different risks need different enquiries and why a single insurance product cannot automatically resolve every concern identified during a discussion.
Read core contract elements, including insured events, exclusions, deductibles and policyholder obligations. Explore the difference between a product summary and binding terms. Practise asking precise questions about unclear wording and avoid confirming cover without sufficient evidence from the actual contract and relevant circumstances.
Organise questions about retirement, disability, death, illness and accident. Explain the roles of different insurers and pension arrangements through simplified cases. Focus on interfaces, possible gaps and the information a qualified professional needs before undertaking a fuller assessment of an individual’s circumstances and available options.
Compare damage to owned property with liability claims from third parties and investigate common business exposures. Record scope, insured amounts and exclusions consistently. A comparison matrix makes differences visible without assuming that the premium alone establishes the quality or suitability of an insurance arrangement.
Follow a claim from notification to decision and identify supporting documents. Examine possible responsibilities where several providers are involved. Exercises develop clear updates on progress and distinguish provisional information from statements that can only be made after the responsible specialist has assessed the claim.
Practise needs conversations and document objectives, boundaries and unresolved issues. Use FINMA information to explore disclosure duties, conflicts and the distinction between tied and untied intermediation. The course raises awareness of relevant requirements but does not replace registration, required qualifications or an organisation’s authorisation procedures.
THE PEOPLE BEHIND YOUR PROGRESS
Educational direction, subject expertise and adult learning support. Your final trainer assignment is confirmed in your proposal.
DIRECTOR’S PERSPECTIVE
Managing Director
Simon Pawolleck provides OSAM’s overall direction. The focus is on relevant skills, a clear learning structure and personal support that connects professional ambitions with practical progress.
EXPERT’S PERSPECTIVE
Expert trainer
Jonathan Haefeli brings the programme’s subject expertise into focus. The educational approach connects a structured foundation with practical situations, relevant exercises and feedback aligned with your professional objectives.
ADULT LEARNING & ANDRAGOGY
Head of Adult Learning
Federal Diploma of Higher Education in Adult Education
Sandrine Mélé oversees the adult learning approach: coherent progression, active participation and learning methods that take account of prior experience. She supports a structured, practical and human approach to developing competence.
SWISS FEDERAL QUALIFICATION PATHWAYS
OSAM offers the following examination preparation in related fields. An OSAM certificate course in this topic is not automatically the complete federal preparation programme. We confirm the appropriate pathway, scope and admission requirements with you before enrolment.
VBV/AFA — Berufsbildungsverband der Versicherungswirtschaft
From 2027: a commercial vocational qualification in private or health/social insurance (or equivalent) plus two years in insurance; alternatively another vocational qualification (or equivalent), the VBV all-lines intermediary examination (or equivalent) and three years in insurance. The core and specialisation modules must also be passed. Earlier cohorts follow their applicable transitional rules.
From 2027, successful core and specialisation modules are followed by a project and oral final examination in the chosen field: Product Management & Underwriting, Sales Management, Claims Management or Broking. VBV/AFA governs the external federal examination. OSAM will confirm the preparation duration for your examination cohort.
The examination organisation decides on admission. Its current examination regulations and deadlines take precedence; preparation and examination registration are separate steps. We confirm the preparation language separately from the examination language: an English-language information page does not mean the federal examination is offered in English.
santéservices — Höhere Berufsbildung
A commercial vocational qualification in health/social or private insurance plus 2.5 years of Swiss compulsory health insurance practice; with another vocational qualification or equivalent, 3.5 years of work including two in that field. Applicants without that qualification may request assessment with seven years of work, including five in compulsory health insurance.
The professional examination includes written mini-cases and a case study, plus oral simulation, reflection and professional discussion. The examination commission assesses equivalence and admission.
The examination organisation decides on admission. Its current examination regulations and deadlines take precedence; preparation and examination registration are separate steps. We confirm the preparation language separately from the examination language: an English-language information page does not mean the federal examination is offered in English.
Federal professional qualifications are awarded through the relevant federal examination. eduQua certifies the continuing education institution; it does not itself award a federal qualification.
SBFI / SERI — official professional qualifications registerActive at a high professional level, selected against demanding criteria.
Developing the skills of their employees with OSAM.
An experience centred on the people who learn with us.
Personal career goals. Shared organisational priorities.
SERI / SEFRIeduQua-certified institution. Federal qualifications listed by SERI in selected pathways.
TRUST, BUILT THROUGH EXPERIENCE
From ambitious individuals to established organisations. Discover some of the companies that work with OSAM.
LEARNERS’ VOICES
OSAM Google review rating
As displayed on the OSAM website, 4 November 2026.View Google reviews“Patient teaching and very engaging lessons.”
“Excellent quality and personalised practical scenarios.”
GOOD TO KNOW
Insurance, administration, HR and client-service staff and interested career changers. The programme is available to private individuals and organisations, including company teams. OSAM welcomes learners living or working in Switzerland as well as international participants joining live online.
OSAM is an eduQua-certified continuing education institution. An OSAM certificate documents the learning agreed for your programme; eduQua is a quality label for the institution, not federal recognition of every individual course.
The related federal qualifications listed on this page are recognised Swiss qualifications, recorded in the official SERI register. They require the prescribed federal examination and admission conditions.
SERI / SEFRI official registerOSAM’s work connects individual professional development with the needs of companies in Switzerland and internationally. Client references and learner reviews below offer a practical view of that work.
You develop skills you can apply in real situations, with guidance from experienced practitioners and access to learning materials on the OSAM platform. The programme focuses on these outcomes:
Yes. We start with the established programme and refine the emphasis, practical cases and learning support where useful. Adjustments take account of the individual or company’s professional context, existing skills and goals. The agreed programme is confirmed before enrolment; federal examination requirements remain binding where applicable.
For the OSAM certificate, contact us to review your current level, prior experience and objectives. We will confirm the appropriate entry requirements and any recommended preparation.
From 2027: a commercial vocational qualification in private or health/social insurance (or equivalent) plus two years in insurance; alternatively another vocational qualification (or equivalent), the VBV all-lines intermediary examination (or equivalent) and three years in insurance. The core and specialisation modules must also be passed. Earlier cohorts follow their applicable transitional rules.
Examination details & official sourcesA commercial vocational qualification in health/social or private insurance plus 2.5 years of Swiss compulsory health insurance practice; with another vocational qualification or equivalent, 3.5 years of work including two in that field. Applicants without that qualification may request assessment with seven years of work, including five in compulsory health insurance.
Examination details & official sourcesNot automatically. Registration, education and organisational requirements depend on the activity. The applicable requirements must be checked before starting regulated work.
Both are mapped. The depth is tailored to your role, for example client service, HR or administrative handling of benefit cases.
No. Comparisons are educational. An individual recommendation requires a complete needs assessment and review of the actual contractual terms.
YOUR CAREER, IN PERSPECTIVE
Depending on your experience and qualifications, this subject can support development in the following professional directions.
Explore Swiss salaries on SalariostatYOUR NEXT STEP
Tell us where you want to go. Together, we will define the learning journey that gets you there.
info@osam-academy.com+41 31 528 01 28