保(bao)險(xian)(xian)從(cong)業(ye)(ye)資格考試是(shi)建立(li)與完善保(bao)險(xian)(xian)市(shi)(shi)場主(zhu)體體系的需(xu)要。其(qi)次,是(shi)規范保(bao)險(xian)(xian)市(shi)(shi)場交易行(xing)為,降(jiang)低保(bao)險(xian)(xian)商品(pin)交易成(cheng)本的需(xu)要。第三,是(shi)建立(li)一支高(gao)素質職(zhi)業(ye)(ye)保(bao)險(xian)(xian)從(cong)業(ye)(ye)人員(yuan)隊伍的需(xu)要。保(bao)險(xian)(xian)從(cong)業(ye)(ye)資格分保(bao)險(xian)(xian)經紀從(cong)業(ye)(ye)人員(yuan)、保(bao)險(xian)(xian)公估從(cong)業(ye)(ye)人員(yuan)、以及保(bao)險(xian)(xian)代理從(cong)業(ye)(ye)人員(yuan)資格。
進(jin)入20世(shi)紀(ji)90年代以后(hou),中國的(de)(de)保(bao)險(xian)(xian)業(ye)伴隨著國民經濟的(de)(de)增長,在(zai)國家政策的(de)(de)支(zhi)持下,走上超速發(fa)展(zhan)的(de)(de)"快車道(dao)",并成為國民經濟生活中一個新(xin)的(de)(de)增長點。與快速發(fa)展(zhan)的(de)(de)保(bao)險(xian)(xian)業(ye)相比,保(bao)險(xian)(xian)從(cong)業(ye)人(ren)員的(de)(de)建立與培養(yang)則顯得明(ming)顯滯后(hou)。這種滯后(hou)將會阻(zu)礙(ai)或限制保(bao)險(xian)(xian)業(ye)的(de)(de)發(fa)展(zhan)。為了順應和促進(jin)保(bao)險(xian)(xian)業(ye)的(de)(de)發(fa)展(zhan),與國際接軌,并規范(fan)保(bao)險(xian)(xian)交易行為,培養(yang)保(bao)險(xian)(xian)從(cong)業(ye)人(ren)員已是迫在(zai)眉睫。此(ci)時舉行保(bao)險(xian)(xian)從(cong)業(ye)人(ren)員考試,其意義已遠(yuan)遠(yuan)超過考試本身。
保險(xian)經(jing)紀從業人(ren)員資(zi)格,保險(xian)公估從業人(ren)員資(zi)格,保險(xian)代理從業人(ren)員資(zi)格
保險代理人考試報名條件
保(bao)險代理人(ren)可以(yi)為法人(ren),也可以(yi)為自然人(ren)。
《保(bao)險(xian)法》第132條(tiao)規定(ding)(ding),保(bao)險(xian)代(dai)理(li)(li)人應當(dang)具備保(bao)險(xian)監督管(guan)理(li)(li)機(ji)構規定(ding)(ding)的資格條(tiao)件,并取得保(bao)險(xian)監督管(guan)理(li)(li)機(ji)構頒發的經(jing)營保(bao)險(xian)代(dai)理(li)(li)業(ye)務許可證,向工商行(xing)政(zheng)管(guan)理(li)(li)機(ji)關辦理(li)(li)登記,領取營業(ye)執照,并繳存保(bao)證金或者投保(bao)職業(ye)責任保(bao)險(xian)。
保險代理人應當有自己的(de)營(ying)業場所,設立專門帳簿記載(zai)保險代理業務的(de)收支情(qing)況,并接受保險管(guan)理機(ji)構的(de)監督。
保險經紀人資格考試報名條件
凡具有(you)(you)大專以(yi)上學歷者(zhe)均可(ke)報(bao)名參加(jia)由中(zhong)國保監(jian)會組織(zhi)的保險經紀人資(zi)格(ge)考(kao)(kao)試(shi),但(dan)有(you)(you)下列情形之(zhi)一者(zhe),不得參加(jia)保險經紀人資(zi)格(ge)考(kao)(kao)試(shi):(一)曾(ceng)受刑事處(chu)罰者(zhe);(二(er))曾(ceng)受行政處(chu)罰或(huo)紀律處(chu)分者(zhe)。報(bao)名時,考(kao)(kao)生(sheng)須向考(kao)(kao)點(dian)交驗有(you)(you)效身(shen)份證明文(wen)件(jian)、身(shen)份證或(huo)護照的原件(jian)和影印件(jian)、學歷證明文(wen)件(jian)、原件(jian)和影印件(jian)、以(yi)及(ji)2張1寸免(mian)冠照片(pian)。
保險公估人資格考試報名條件
1.年滿18周歲且(qie)具有完全民事行為(wei)能力;
2.具有高中以上文化(hua)程(cheng)度。
員工福利規劃師資格考試報名條件
本年度考(kao)試面向社會各界,參加考(kao)試者,須(xu)具備(bei)以下(xia)條件:
(一)年滿(man)18周歲且具有完全民(min)事行為能力;
(二)品行良好、正直誠(cheng)實,具有良好的(de)道德觀念。
壽險理財規劃師資格考試報名條件
本年度考(kao)試(shi)面(mian)向社會各界(jie),參加考(kao)試(shi)者(zhe),須(xu)具備以(yi)下條(tiao)件:
(一)年滿18周歲且具有完全(quan)民(min)事行為能力;
(二)品(pin)行良好、正直(zhi)誠實,具有(you)良好的道德觀念。
壽險管理師資格考試報名條件
本年度(du)考試面向社會各界,參加考試者(zhe),須具(ju)備以下(xia)條(tiao)件:
(一)年(nian)滿18周歲且具有完全(quan)民事行為能力;
(二)品行良好、正直誠實,具有良好的道德(de)觀念(nian)。
題(ti)型題(ti)量(liang)為:單選(xuan)90道,每題(ti)1分(fen)(fen)(fen)(fen);判斷(duan)10道,每題(ti)1分(fen)(fen)(fen)(fen);試(shi)卷滿分(fen)(fen)(fen)(fen)100分(fen)(fen)(fen)(fen),及(ji)格分(fen)(fen)(fen)(fen)數(shu)線(xian)為60分(fen)(fen)(fen)(fen)。 2006年7月30日(ri)起(qi),電(dian)子(zi)化考試(shi)和(he)筆試(shi)的(de)(de)命(ming)(ming)(ming)題(ti)范(fan)(fan)圍(wei)(wei)統一進行如下(xia)調整:保(bao)(bao)(bao)(bao)險(xian)(xian)原理(li)知識(shi)占(zhan)(zhan)(zhan)25分(fen)(fen)(fen)(fen),命(ming)(ming)(ming)題(ti)范(fan)(fan)圍(wei)(wei)是《保(bao)(bao)(bao)(bao)險(xian)(xian)基(ji)(ji)(ji)礎(chu)知識(shi)》一書的(de)(de)第(di)一章(zhang)至第(di)五(wu)章(zhang)。財產保(bao)(bao)(bao)(bao)險(xian)(xian)知識(shi)占(zhan)(zhan)(zhan)10分(fen)(fen)(fen)(fen),命(ming)(ming)(ming)題(ti)范(fan)(fan)圍(wei)(wei)是《保(bao)(bao)(bao)(bao)險(xian)(xian)基(ji)(ji)(ji)礎(chu)知識(shi)》一書的(de)(de)第(di)六章(zhang)。人(ren)身(shen)保(bao)(bao)(bao)(bao)險(xian)(xian)知識(shi)占(zhan)(zhan)(zhan)20分(fen)(fen)(fen)(fen),命(ming)(ming)(ming)題(ti)范(fan)(fan)圍(wei)(wei)是《保(bao)(bao)(bao)(bao)險(xian)(xian)基(ji)(ji)(ji)礎(chu)知識(shi)》一書的(de)(de)第(di)七章(zhang)。《保(bao)(bao)(bao)(bao)險(xian)(xian)營銷員(yuan)管理(li)規定(ding)》、職業(ye)道德和(he)執業(ye)行為規范(fan)(fan)占(zhan)(zhan)(zhan)15分(fen)(fen)(fen)(fen),命(ming)(ming)(ming)題(ti)范(fan)(fan)圍(wei)(wei)是《保(bao)(bao)(bao)(bao)險(xian)(xian)中(zhong)(zhong)介(jie)(jie)相關法(fa)(fa)規制度匯編(bian)》、《保(bao)(bao)(bao)(bao)險(xian)(xian)基(ji)(ji)(ji)礎(chu)知識(shi)》一書的(de)(de)第(di)八章(zhang)和(he)第(di)九章(zhang)。其(qi)他相關法(fa)(fa)規部分(fen)(fen)(fen)(fen)占(zhan)(zhan)(zhan)30分(fen)(fen)(fen)(fen),命(ming)(ming)(ming)題(ti)范(fan)(fan)圍(wei)(wei)是《保(bao)(bao)(bao)(bao)險(xian)(xian)中(zhong)(zhong)介(jie)(jie)相關法(fa)(fa)規制度匯編(bian)》,其(qi)中(zhong)(zhong):《中(zhong)(zhong)華人(ren)民共(gong)和(he)國(guo)保(bao)(bao)(bao)(bao)險(xian)(xian)法(fa)(fa)》占(zhan)(zhan)(zhan)20分(fen)(fen)(fen)(fen)(全部為判斷(duan)題(ti))。《保(bao)(bao)(bao)(bao)險(xian)(xian)代理(li)機構管理(li)規定(ding)》、《中(zhong)(zhong)華人(ren)民共(gong)和(he)國(guo)民法(fa)(fa)通則》、《中(zhong)(zhong)華人(ren)民共(gong)和(he)國(guo)消費(fei)者(zhe)權益保(bao)(bao)(bao)(bao)護(hu)法(fa)(fa)》和(he)《中(zhong)(zhong)華人(ren)民共(gong)和(he)國(guo)反不正當競爭法(fa)(fa)》共(gong)占(zhan)(zhan)(zhan)10分(fen)(fen)(fen)(fen)。
“保(bao)(bao)險(xian)(xian)原理(li)與(yu)實(shi)務” 題(ti)(ti)(ti)(ti)(ti)(ti)型(xing)題(ti)(ti)(ti)(ti)(ti)(ti)量:單選(xuan)(xuan)(xuan)(xuan)題(ti)(ti)(ti)(ti)(ti)(ti)100道(dao),每(mei)(mei)(mei)(mei)題(ti)(ti)(ti)(ti)(ti)(ti)0.5分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen),共(gong)計(ji)(ji)50分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen);多(duo)選(xuan)(xuan)(xuan)(xuan)題(ti)(ti)(ti)(ti)(ti)(ti)50道(dao),每(mei)(mei)(mei)(mei)題(ti)(ti)(ti)(ti)(ti)(ti)1分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen),共(gong)計(ji)(ji)50分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen);滿(man)分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)100分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen),及(ji)(ji)格(ge)分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)數線(xian)(xian)為60分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)。 命(ming)題(ti)(ti)(ti)(ti)(ti)(ti)范(fan)圍:參(can)考(kao)用書《保(bao)(bao)險(xian)(xian)原理(li)與(yu)實(shi)務》第(di)(di)(di)一章(zhang)(zhang)(zhang)(zhang)至(zhi)第(di)(di)(di)七章(zhang)(zhang)(zhang)(zhang)占(zhan)40分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen);第(di)(di)(di)八章(zhang)(zhang)(zhang)(zhang)至(zhi)第(di)(di)(di)十(shi)八章(zhang)(zhang)(zhang)(zhang)占(zhan)60分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)。 “保(bao)(bao)險(xian)(xian)經紀(ji)(ji)實(shi)務” 題(ti)(ti)(ti)(ti)(ti)(ti)型(xing)題(ti)(ti)(ti)(ti)(ti)(ti)量:單選(xuan)(xuan)(xuan)(xuan)題(ti)(ti)(ti)(ti)(ti)(ti)100題(ti)(ti)(ti)(ti)(ti)(ti),每(mei)(mei)(mei)(mei)題(ti)(ti)(ti)(ti)(ti)(ti)0.5分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen),共(gong)計(ji)(ji)50分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen);多(duo)選(xuan)(xuan)(xuan)(xuan)題(ti)(ti)(ti)(ti)(ti)(ti)30題(ti)(ti)(ti)(ti)(ti)(ti),每(mei)(mei)(mei)(mei)題(ti)(ti)(ti)(ti)(ti)(ti)1分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen),共(gong)計(ji)(ji)30分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen);案(an)例題(ti)(ti)(ti)(ti)(ti)(ti)2題(ti)(ti)(ti)(ti)(ti)(ti),每(mei)(mei)(mei)(mei)題(ti)(ti)(ti)(ti)(ti)(ti)10分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen),共(gong)計(ji)(ji)20分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen);試(shi)卷滿(man)分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)100分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen),及(ji)(ji)格(ge)分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)數線(xian)(xian)為60分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)。 命(ming)題(ti)(ti)(ti)(ti)(ti)(ti)范(fan)圍:單選(xuan)(xuan)(xuan)(xuan)題(ti)(ti)(ti)(ti)(ti)(ti)和多(duo)選(xuan)(xuan)(xuan)(xuan)題(ti)(ti)(ti)(ti)(ti)(ti)的(de)參(can)考(kao)用書是《保(bao)(bao)險(xian)(xian)經紀(ji)(ji)相關(guan)知(zhi)(zhi)識》和《保(bao)(bao)險(xian)(xian)中介相關(guan)法(fa)規制度(du)匯(hui)編》。案(an)例題(ti)(ti)(ti)(ti)(ti)(ti)參(can)考(kao)《保(bao)(bao)險(xian)(xian)原理(li)與(yu)實(shi)務》的(de)第(di)(di)(di)八章(zhang)(zhang)(zhang)(zhang)至(zhi)第(di)(di)(di)十(shi)八章(zhang)(zhang)(zhang)(zhang),以(yi)及(ji)(ji)《保(bao)(bao)險(xian)(xian)經紀(ji)(ji)相關(guan)知(zhi)(zhi)識》的(de)第(di)(di)(di)二章(zhang)(zhang)(zhang)(zhang)、第(di)(di)(di)五(wu)章(zhang)(zhang)(zhang)(zhang)至(zhi)第(di)(di)(di)八章(zhang)(zhang)(zhang)(zhang)和第(di)(di)(di)十(shi)三章(zhang)(zhang)(zhang)(zhang)命(ming)題(ti)(ti)(ti)(ti)(ti)(ti)。 “保(bao)(bao)險(xian)(xian)公(gong)估(gu)(gu)實(shi)務” 題(ti)(ti)(ti)(ti)(ti)(ti)型(xing)題(ti)(ti)(ti)(ti)(ti)(ti)量:單選(xuan)(xuan)(xuan)(xuan)題(ti)(ti)(ti)(ti)(ti)(ti)100題(ti)(ti)(ti)(ti)(ti)(ti),每(mei)(mei)(mei)(mei)題(ti)(ti)(ti)(ti)(ti)(ti)0.5分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen),共(gong)計(ji)(ji)50分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen);多(duo)選(xuan)(xuan)(xuan)(xuan)題(ti)(ti)(ti)(ti)(ti)(ti)30題(ti)(ti)(ti)(ti)(ti)(ti),每(mei)(mei)(mei)(mei)題(ti)(ti)(ti)(ti)(ti)(ti)1分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen),共(gong)計(ji)(ji)30分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen); 案(an)例題(ti)(ti)(ti)(ti)(ti)(ti)2題(ti)(ti)(ti)(ti)(ti)(ti),每(mei)(mei)(mei)(mei)題(ti)(ti)(ti)(ti)(ti)(ti)10分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen),共(gong)計(ji)(ji)20分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen);試(shi)卷滿(man)分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)100分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen),及(ji)(ji)格(ge)分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)數線(xian)(xian)為60分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)。 命(ming)題(ti)(ti)(ti)(ti)(ti)(ti)范(fan)圍:在單選(xuan)(xuan)(xuan)(xuan)題(ti)(ti)(ti)(ti)(ti)(ti)和多(duo)選(xuan)(xuan)(xuan)(xuan)題(ti)(ti)(ti)(ti)(ti)(ti)中《保(bao)(bao)險(xian)(xian)公(gong)估(gu)(gu)相關(guan)知(zhi)(zhi)識與(yu)法(fa)規》第(di)(di)(di)一章(zhang)(zhang)(zhang)(zhang)至(zhi)第(di)(di)(di)四章(zhang)(zhang)(zhang)(zhang)占(zhan)30分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen),第(di)(di)(di)五(wu)章(zhang)(zhang)(zhang)(zhang)至(zhi)第(di)(di)(di)九章(zhang)(zhang)(zhang)(zhang)占(zhan)50分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen); 案(an)例題(ti)(ti)(ti)(ti)(ti)(ti)參(can)考(kao)《保(bao)(bao)險(xian)(xian)原理(li)與(yu)實(shi)務》的(de)第(di)(di)(di)八章(zhang)(zhang)(zhang)(zhang)至(zhi)第(di)(di)(di)十(shi)八章(zhang)(zhang)(zhang)(zhang)及(ji)(ji)《保(bao)(bao)險(xian)(xian)公(gong)估(gu)(gu)相關(guan)知(zhi)(zhi)識與(yu)法(fa)規》的(de)第(di)(di)(di)二章(zhang)(zhang)(zhang)(zhang)命(ming)題(ti)(ti)(ti)(ti)(ti)(ti)。
1999年至2006年保險(xian)經紀或保險(xian)公(gong)估從(cong)業人員(yuan)資格(ge)考試單科(ke)考試成(cheng)績合格(ge)人員(yuan)的(de)有關制度:
(一)2004年(含)前(qian)單科考試成(cheng)績失(shi)效(xiao)。
(二)2005年(nian)(nian)至(zhi)(zhi)(zhi)2006年(nian)(nian)保(bao)險經紀或者保(bao)險公估從業資格考(kao)(kao)(kao)(kao)試(shi)單科考(kao)(kao)(kao)(kao)試(shi)成(cheng)績(ji)(ji)合格的(de),在成(cheng)績(ji)(ji)有(you)效期內(nei),可(ke)以報名參(can)加(jia)另一(yi)科考(kao)(kao)(kao)(kao)試(shi)。參(can)加(jia)2005年(nian)(nian)第(di)(di)一(yi)次(ci)考(kao)(kao)(kao)(kao)試(shi)的(de),成(cheng)績(ji)(ji)有(you)效期至(zhi)(zhi)(zhi)2007年(nian)(nian)6月底(di);參(can)加(jia)2005年(nian)(nian)第(di)(di)二次(ci)考(kao)(kao)(kao)(kao)試(shi)的(de),成(cheng)績(ji)(ji)有(you)效期至(zhi)(zhi)(zhi)2007年(nian)(nian)12月底(di);參(can)加(jia)2006年(nian)(nian)第(di)(di)一(yi)次(ci)考(kao)(kao)(kao)(kao)試(shi)的(de),成(cheng)績(ji)(ji)有(you)效期至(zhi)(zhi)(zhi)2008年(nian)(nian)6月底(di);參(can)加(jia)2006年(nian)(nian)第(di)(di)二次(ci)考(kao)(kao)(kao)(kao)試(shi)的(de),成(cheng)績(ji)(ji)有(you)效期至(zhi)(zhi)(zhi)2008年(nian)(nian)12月底(di)。
(三)已經通(tong)過保(bao)(bao)(bao)險(xian)(xian)(xian)經紀或保(bao)(bao)(bao)險(xian)(xian)(xian)公(gong)估從業資格(ge)考試(shi)《保(bao)(bao)(bao)險(xian)(xian)(xian)原(yuan)理與(yu)(yu)實(shi)(shi)(shi)務(wu)(wu)(wu)》一科的(de),在成績有(you)效期內(nei),可以報名參(can)加(jia)《保(bao)(bao)(bao)險(xian)(xian)(xian)經紀實(shi)(shi)(shi)務(wu)(wu)(wu)》或《保(bao)(bao)(bao)險(xian)(xian)(xian)公(gong)估實(shi)(shi)(shi)務(wu)(wu)(wu)》的(de)考試(shi)。已經通(tong)過《保(bao)(bao)(bao)險(xian)(xian)(xian)經紀實(shi)(shi)(shi)務(wu)(wu)(wu)》或《保(bao)(bao)(bao)險(xian)(xian)(xian)公(gong)估實(shi)(shi)(shi)務(wu)(wu)(wu)》一科的(de),在成績有(you)效期內(nei),可以報名參(can)加(jia)《保(bao)(bao)(bao)險(xian)(xian)(xian)原(yuan)理與(yu)(yu)實(shi)(shi)(shi)務(wu)(wu)(wu)》的(de)考試(shi)。