保(bao)(bao)(bao)(bao)險(xian)(xian)(xian)從業(ye)(ye)資格(ge)考試是(shi)建立(li)與完善(shan)保(bao)(bao)(bao)(bao)險(xian)(xian)(xian)市(shi)場(chang)主體(ti)體(ti)系的需(xu)要(yao)(yao)。其次,是(shi)規(gui)范保(bao)(bao)(bao)(bao)險(xian)(xian)(xian)市(shi)場(chang)交(jiao)易行為,降(jiang)低保(bao)(bao)(bao)(bao)險(xian)(xian)(xian)商(shang)品交(jiao)易成(cheng)本的需(xu)要(yao)(yao)。第三,是(shi)建立(li)一支高素(su)質職業(ye)(ye)保(bao)(bao)(bao)(bao)險(xian)(xian)(xian)從業(ye)(ye)人(ren)員(yuan)隊伍的需(xu)要(yao)(yao)。保(bao)(bao)(bao)(bao)險(xian)(xian)(xian)從業(ye)(ye)資格(ge)分保(bao)(bao)(bao)(bao)險(xian)(xian)(xian)經紀從業(ye)(ye)人(ren)員(yuan)、保(bao)(bao)(bao)(bao)險(xian)(xian)(xian)公估從業(ye)(ye)人(ren)員(yuan)、以及保(bao)(bao)(bao)(bao)險(xian)(xian)(xian)代理從業(ye)(ye)人(ren)員(yuan)資格(ge)。
進(jin)入(ru)20世紀90年(nian)代以(yi)后(hou),中國(guo)的(de)(de)(de)保(bao)(bao)(bao)險(xian)(xian)(xian)業(ye)(ye)伴隨著(zhu)國(guo)民(min)經(jing)濟的(de)(de)(de)增(zeng)長,在(zai)國(guo)家(jia)政策的(de)(de)(de)支持(chi)下(xia),走上(shang)超速發展的(de)(de)(de)"快(kuai)車(che)道",并(bing)成為(wei)國(guo)民(min)經(jing)濟生(sheng)活(huo)中一個(ge)新的(de)(de)(de)增(zeng)長點(dian)。與(yu)快(kuai)速發展的(de)(de)(de)保(bao)(bao)(bao)險(xian)(xian)(xian)業(ye)(ye)相比,保(bao)(bao)(bao)險(xian)(xian)(xian)從(cong)業(ye)(ye)人(ren)員(yuan)的(de)(de)(de)建立與(yu)培養則(ze)顯得明顯滯(zhi)后(hou)。這種滯(zhi)后(hou)將會阻礙或限制保(bao)(bao)(bao)險(xian)(xian)(xian)業(ye)(ye)的(de)(de)(de)發展。為(wei)了(le)順應和促進(jin)保(bao)(bao)(bao)險(xian)(xian)(xian)業(ye)(ye)的(de)(de)(de)發展,與(yu)國(guo)際接軌,并(bing)規(gui)范(fan)保(bao)(bao)(bao)險(xian)(xian)(xian)交易(yi)行為(wei),培養保(bao)(bao)(bao)險(xian)(xian)(xian)從(cong)業(ye)(ye)人(ren)員(yuan)已是迫在(zai)眉睫。此時舉行保(bao)(bao)(bao)險(xian)(xian)(xian)從(cong)業(ye)(ye)人(ren)員(yuan)考(kao)試,其意(yi)義已遠遠超過考(kao)試本(ben)身。
保險經(jing)紀(ji)從業(ye)人(ren)(ren)員(yuan)(yuan)資(zi)格(ge),保險公估從業(ye)人(ren)(ren)員(yuan)(yuan)資(zi)格(ge),保險代理從業(ye)人(ren)(ren)員(yuan)(yuan)資(zi)格(ge)
保險代理人考試報名條件
保險代理人(ren)可以為法人(ren),也(ye)可以為自然人(ren)。
《保(bao)險(xian)法》第132條(tiao)(tiao)規定,保(bao)險(xian)代(dai)理人應當具備(bei)保(bao)險(xian)監督管理機(ji)構規定的資格條(tiao)(tiao)件,并(bing)取(qu)得保(bao)險(xian)監督管理機(ji)構頒發的經營(ying)保(bao)險(xian)代(dai)理業(ye)務(wu)許可證(zheng),向工商(shang)行政管理機(ji)關辦理登記,領取(qu)營(ying)業(ye)執(zhi)照,并(bing)繳存保(bao)證(zheng)金或(huo)者投(tou)保(bao)職業(ye)責(ze)任保(bao)險(xian)。
保(bao)險代理(li)人應當(dang)有自己的營業場所,設立(li)專門帳簿記載保(bao)險代理(li)業務的收(shou)支情況,并(bing)接受(shou)保(bao)險管理(li)機構(gou)的監(jian)督。
保險經紀人資格考試報名條件
凡具有大專以(yi)上學(xue)歷(li)(li)者均可報(bao)名(ming)參加由中(zhong)國(guo)保(bao)監會組織的保(bao)險經(jing)紀(ji)人資格(ge)考(kao)試,但有下(xia)列情形之一者,不得參加保(bao)險經(jing)紀(ji)人資格(ge)考(kao)試:(一)曾受(shou)(shou)刑事處罰者;(二)曾受(shou)(shou)行(xing)政處罰或紀(ji)律處分(fen)者。報(bao)名(ming)時,考(kao)生須向考(kao)點交驗有效(xiao)身(shen)份證明文(wen)件、身(shen)份證或護照(zhao)的原件和(he)影(ying)印(yin)件、學(xue)歷(li)(li)證明文(wen)件、原件和(he)影(ying)印(yin)件、以(yi)及2張1寸(cun)免冠(guan)照(zhao)片。
保險公估人資格考試報名條件
1.年(nian)滿18周歲(sui)且具有完全民事行為能(neng)力;
2.具(ju)有高中以(yi)上文化程度。
員工福利規劃師資格考試報名條件
本年度考試面向社會各界(jie),參(can)加考試者,須具備(bei)以下條件(jian):
(一)年滿18周歲且具有完全民事行為(wei)能力;
(二)品行良(liang)好、正直誠實,具有良(liang)好的道德觀(guan)念。
壽險理財規劃師資格考試報名條件
本年度考試面(mian)向社會(hui)各界,參加考試者(zhe),須具備以下條件:
(一)年滿(man)18周歲且具(ju)有完(wan)全民事行為能(neng)力;
(二)品(pin)行良(liang)好(hao)(hao)、正直誠實,具(ju)有良(liang)好(hao)(hao)的道德觀(guan)念。
壽險管理師資格考試報名條件
本年度考試面向(xiang)社會(hui)各界,參加(jia)考試者,須(xu)具(ju)備以下條件:
(一)年滿(man)18周歲且具有完全民事行為能力;
(二(er))品(pin)行良好、正(zheng)直誠(cheng)實,具(ju)有良好的道德觀(guan)念。
題(ti)(ti)(ti)(ti)型題(ti)(ti)(ti)(ti)量為:單(dan)選90道,每(mei)題(ti)(ti)(ti)(ti)1分(fen)(fen)(fen)(fen);判(pan)斷10道,每(mei)題(ti)(ti)(ti)(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(ge)分(fen)(fen)(fen)(fen)數線為60分(fen)(fen)(fen)(fen)。 2006年7月30日起,電子化考試(shi)和(he)(he)(he)筆試(shi)的(de)命(ming)(ming)(ming)題(ti)(ti)(ti)(ti)范(fan)圍統一(yi)進行如下調(diao)整:保(bao)險(xian)原理(li)知(zhi)識(shi)占(zhan)25分(fen)(fen)(fen)(fen),命(ming)(ming)(ming)題(ti)(ti)(ti)(ti)范(fan)圍是(shi)(shi)《保(bao)險(xian)基(ji)(ji)礎(chu)(chu)(chu)知(zhi)識(shi)》一(yi)書的(de)第(di)(di)(di)一(yi)章(zhang)至第(di)(di)(di)五章(zhang)。財產保(bao)險(xian)知(zhi)識(shi)占(zhan)10分(fen)(fen)(fen)(fen),命(ming)(ming)(ming)題(ti)(ti)(ti)(ti)范(fan)圍是(shi)(shi)《保(bao)險(xian)基(ji)(ji)礎(chu)(chu)(chu)知(zhi)識(shi)》一(yi)書的(de)第(di)(di)(di)六(liu)章(zhang)。人身(shen)保(bao)險(xian)知(zhi)識(shi)占(zhan)20分(fen)(fen)(fen)(fen),命(ming)(ming)(ming)題(ti)(ti)(ti)(ti)范(fan)圍是(shi)(shi)《保(bao)險(xian)基(ji)(ji)礎(chu)(chu)(chu)知(zhi)識(shi)》一(yi)書的(de)第(di)(di)(di)七章(zhang)。《保(bao)險(xian)營銷員管理(li)規(gui)定》、職業(ye)道德和(he)(he)(he)執業(ye)行為規(gui)范(fan)占(zhan)15分(fen)(fen)(fen)(fen),命(ming)(ming)(ming)題(ti)(ti)(ti)(ti)范(fan)圍是(shi)(shi)《保(bao)險(xian)中(zhong)介(jie)相關法規(gui)制(zhi)度匯編》、《保(bao)險(xian)基(ji)(ji)礎(chu)(chu)(chu)知(zhi)識(shi)》一(yi)書的(de)第(di)(di)(di)八章(zhang)和(he)(he)(he)第(di)(di)(di)九章(zhang)。其(qi)他相關法規(gui)部分(fen)(fen)(fen)(fen)占(zhan)30分(fen)(fen)(fen)(fen),命(ming)(ming)(ming)題(ti)(ti)(ti)(ti)范(fan)圍是(shi)(shi)《保(bao)險(xian)中(zhong)介(jie)相關法規(gui)制(zhi)度匯編》,其(qi)中(zhong):《中(zhong)華人民(min)(min)(min)共(gong)和(he)(he)(he)國保(bao)險(xian)法》占(zhan)20分(fen)(fen)(fen)(fen)(全部為判(pan)斷題(ti)(ti)(ti)(ti))。《保(bao)險(xian)代(dai)理(li)機(ji)構管理(li)規(gui)定》、《中(zhong)華人民(min)(min)(min)共(gong)和(he)(he)(he)國民(min)(min)(min)法通則》、《中(zhong)華人民(min)(min)(min)共(gong)和(he)(he)(he)國消費者權益(yi)保(bao)護法》和(he)(he)(he)《中(zhong)華人民(min)(min)(min)共(gong)和(he)(he)(he)國反不(bu)正(zheng)當競爭(zheng)法》共(gong)占(zhan)10分(fen)(fen)(fen)(fen)。
“保(bao)險(xian)原(yuan)(yuan)(yuan)理(li)(li)與(yu)(yu)(yu)(yu)實(shi)務(wu)” 題(ti)(ti)(ti)(ti)(ti)(ti)(ti)型題(ti)(ti)(ti)(ti)(ti)(ti)(ti)量:單(dan)選(xuan)(xuan)題(ti)(ti)(ti)(ti)(ti)(ti)(ti)100道,每題(ti)(ti)(ti)(ti)(ti)(ti)(ti)0.5分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen),共(gong)(gong)計(ji)50分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen);多選(xuan)(xuan)題(ti)(ti)(ti)(ti)(ti)(ti)(ti)50道,每題(ti)(ti)(ti)(ti)(ti)(ti)(ti)1分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen),共(gong)(gong)計(ji)50分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen);滿(man)分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)100分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen),及(ji)格(ge)(ge)分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)數(shu)線(xian)為60分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)。 命(ming)(ming)題(ti)(ti)(ti)(ti)(ti)(ti)(ti)范(fan)圍(wei):參(can)考(kao)用書《保(bao)險(xian)原(yuan)(yuan)(yuan)理(li)(li)與(yu)(yu)(yu)(yu)實(shi)務(wu)》第(di)(di)一(yi)章(zhang)(zhang)(zhang)至第(di)(di)七章(zhang)(zhang)(zhang)占(zhan)40分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen);第(di)(di)八章(zhang)(zhang)(zhang)至第(di)(di)十(shi)八章(zhang)(zhang)(zhang)占(zhan)60分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)。 “保(bao)險(xian)經(jing)紀實(shi)務(wu)” 題(ti)(ti)(ti)(ti)(ti)(ti)(ti)型題(ti)(ti)(ti)(ti)(ti)(ti)(ti)量:單(dan)選(xuan)(xuan)題(ti)(ti)(ti)(ti)(ti)(ti)(ti)100題(ti)(ti)(ti)(ti)(ti)(ti)(ti),每題(ti)(ti)(ti)(ti)(ti)(ti)(ti)0.5分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen),共(gong)(gong)計(ji)50分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen);多選(xuan)(xuan)題(ti)(ti)(ti)(ti)(ti)(ti)(ti)30題(ti)(ti)(ti)(ti)(ti)(ti)(ti),每題(ti)(ti)(ti)(ti)(ti)(ti)(ti)1分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen),共(gong)(gong)計(ji)30分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen);案例題(ti)(ti)(ti)(ti)(ti)(ti)(ti)2題(ti)(ti)(ti)(ti)(ti)(ti)(ti),每題(ti)(ti)(ti)(ti)(ti)(ti)(ti)10分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen),共(gong)(gong)計(ji)20分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen);試(shi)卷(juan)(juan)滿(man)分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)100分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen),及(ji)格(ge)(ge)分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)數(shu)線(xian)為60分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)。 命(ming)(ming)題(ti)(ti)(ti)(ti)(ti)(ti)(ti)范(fan)圍(wei):單(dan)選(xuan)(xuan)題(ti)(ti)(ti)(ti)(ti)(ti)(ti)和多選(xuan)(xuan)題(ti)(ti)(ti)(ti)(ti)(ti)(ti)的參(can)考(kao)用書是《保(bao)險(xian)經(jing)紀相(xiang)關(guan)知識》和《保(bao)險(xian)中介相(xiang)關(guan)法(fa)規制度匯編》。案例題(ti)(ti)(ti)(ti)(ti)(ti)(ti)參(can)考(kao)《保(bao)險(xian)原(yuan)(yuan)(yuan)理(li)(li)與(yu)(yu)(yu)(yu)實(shi)務(wu)》的第(di)(di)八章(zhang)(zhang)(zhang)至第(di)(di)十(shi)八章(zhang)(zhang)(zhang),以及(ji)《保(bao)險(xian)經(jing)紀相(xiang)關(guan)知識》的第(di)(di)二章(zhang)(zhang)(zhang)、第(di)(di)五章(zhang)(zhang)(zhang)至第(di)(di)八章(zhang)(zhang)(zhang)和第(di)(di)十(shi)三(san)章(zhang)(zhang)(zhang)命(ming)(ming)題(ti)(ti)(ti)(ti)(ti)(ti)(ti)。 “保(bao)險(xian)公(gong)估(gu)實(shi)務(wu)” 題(ti)(ti)(ti)(ti)(ti)(ti)(ti)型題(ti)(ti)(ti)(ti)(ti)(ti)(ti)量:單(dan)選(xuan)(xuan)題(ti)(ti)(ti)(ti)(ti)(ti)(ti)100題(ti)(ti)(ti)(ti)(ti)(ti)(ti),每題(ti)(ti)(ti)(ti)(ti)(ti)(ti)0.5分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen),共(gong)(gong)計(ji)50分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen);多選(xuan)(xuan)題(ti)(ti)(ti)(ti)(ti)(ti)(ti)30題(ti)(ti)(ti)(ti)(ti)(ti)(ti),每題(ti)(ti)(ti)(ti)(ti)(ti)(ti)1分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen),共(gong)(gong)計(ji)30分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen); 案例題(ti)(ti)(ti)(ti)(ti)(ti)(ti)2題(ti)(ti)(ti)(ti)(ti)(ti)(ti),每題(ti)(ti)(ti)(ti)(ti)(ti)(ti)10分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen),共(gong)(gong)計(ji)20分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen);試(shi)卷(juan)(juan)滿(man)分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)100分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen),及(ji)格(ge)(ge)分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)數(shu)線(xian)為60分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)。 命(ming)(ming)題(ti)(ti)(ti)(ti)(ti)(ti)(ti)范(fan)圍(wei):在單(dan)選(xuan)(xuan)題(ti)(ti)(ti)(ti)(ti)(ti)(ti)和多選(xuan)(xuan)題(ti)(ti)(ti)(ti)(ti)(ti)(ti)中《保(bao)險(xian)公(gong)估(gu)相(xiang)關(guan)知識與(yu)(yu)(yu)(yu)法(fa)規》第(di)(di)一(yi)章(zhang)(zhang)(zhang)至第(di)(di)四章(zhang)(zhang)(zhang)占(zhan)30分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen),第(di)(di)五章(zhang)(zhang)(zhang)至第(di)(di)九章(zhang)(zhang)(zhang)占(zhan)50分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen); 案例題(ti)(ti)(ti)(ti)(ti)(ti)(ti)參(can)考(kao)《保(bao)險(xian)原(yuan)(yuan)(yuan)理(li)(li)與(yu)(yu)(yu)(yu)實(shi)務(wu)》的第(di)(di)八章(zhang)(zhang)(zhang)至第(di)(di)十(shi)八章(zhang)(zhang)(zhang)及(ji)《保(bao)險(xian)公(gong)估(gu)相(xiang)關(guan)知識與(yu)(yu)(yu)(yu)法(fa)規》的第(di)(di)二章(zhang)(zhang)(zhang)命(ming)(ming)題(ti)(ti)(ti)(ti)(ti)(ti)(ti)。
1999年至2006年保險(xian)經(jing)紀或保險(xian)公估從業人員(yuan)資格考試單(dan)科考試成績合格人員(yuan)的有關制度:
(一)2004年(含)前單科考試成績失(shi)效。
(二(er)(er))2005年(nian)至2006年(nian)保(bao)險經紀或(huo)者保(bao)險公估從業資格(ge)考(kao)試(shi)(shi)單科(ke)考(kao)試(shi)(shi)成(cheng)(cheng)績(ji)合(he)格(ge)的(de)(de)(de),在成(cheng)(cheng)績(ji)有(you)效(xiao)期(qi)內,可以報(bao)名參(can)(can)加(jia)(jia)另一(yi)科(ke)考(kao)試(shi)(shi)。參(can)(can)加(jia)(jia)2005年(nian)第一(yi)次考(kao)試(shi)(shi)的(de)(de)(de),成(cheng)(cheng)績(ji)有(you)效(xiao)期(qi)至2007年(nian)6月(yue)底(di);參(can)(can)加(jia)(jia)2005年(nian)第二(er)(er)次考(kao)試(shi)(shi)的(de)(de)(de),成(cheng)(cheng)績(ji)有(you)效(xiao)期(qi)至2007年(nian)12月(yue)底(di);參(can)(can)加(jia)(jia)2006年(nian)第一(yi)次考(kao)試(shi)(shi)的(de)(de)(de),成(cheng)(cheng)績(ji)有(you)效(xiao)期(qi)至2008年(nian)6月(yue)底(di);參(can)(can)加(jia)(jia)2006年(nian)第二(er)(er)次考(kao)試(shi)(shi)的(de)(de)(de),成(cheng)(cheng)績(ji)有(you)效(xiao)期(qi)至2008年(nian)12月(yue)底(di)。
(三)已經(jing)通(tong)過(guo)保(bao)(bao)(bao)險(xian)經(jing)紀(ji)(ji)或保(bao)(bao)(bao)險(xian)公(gong)估(gu)從業資格考試(shi)(shi)(shi)《保(bao)(bao)(bao)險(xian)原(yuan)理與(yu)實(shi)務(wu)》一(yi)科的(de)(de),在(zai)成(cheng)績有(you)(you)效期內,可(ke)(ke)以報名參加(jia)《保(bao)(bao)(bao)險(xian)經(jing)紀(ji)(ji)實(shi)務(wu)》或《保(bao)(bao)(bao)險(xian)公(gong)估(gu)實(shi)務(wu)》的(de)(de)考試(shi)(shi)(shi)。已經(jing)通(tong)過(guo)《保(bao)(bao)(bao)險(xian)經(jing)紀(ji)(ji)實(shi)務(wu)》或《保(bao)(bao)(bao)險(xian)公(gong)估(gu)實(shi)務(wu)》一(yi)科的(de)(de),在(zai)成(cheng)績有(you)(you)效期內,可(ke)(ke)以報名參加(jia)《保(bao)(bao)(bao)險(xian)原(yuan)理與(yu)實(shi)務(wu)》的(de)(de)考試(shi)(shi)(shi)。