保(bao)(bao)險(xian)(xian)從業(ye)(ye)資(zi)(zi)格(ge)考試是(shi)建(jian)立(li)與完(wan)善(shan)保(bao)(bao)險(xian)(xian)市(shi)場(chang)主體(ti)體(ti)系的需(xu)要。其(qi)次(ci),是(shi)規范保(bao)(bao)險(xian)(xian)市(shi)場(chang)交易(yi)行為,降低保(bao)(bao)險(xian)(xian)商品交易(yi)成本的需(xu)要。第三(san),是(shi)建(jian)立(li)一支高(gao)素(su)質(zhi)職業(ye)(ye)保(bao)(bao)險(xian)(xian)從業(ye)(ye)人員(yuan)隊伍(wu)的需(xu)要。保(bao)(bao)險(xian)(xian)從業(ye)(ye)資(zi)(zi)格(ge)分(fen)保(bao)(bao)險(xian)(xian)經紀從業(ye)(ye)人員(yuan)、保(bao)(bao)險(xian)(xian)公估從業(ye)(ye)人員(yuan)、以及(ji)保(bao)(bao)險(xian)(xian)代理從業(ye)(ye)人員(yuan)資(zi)(zi)格(ge)。
進入(ru)20世紀90年代以(yi)后,中國(guo)的(de)(de)(de)(de)保(bao)(bao)險(xian)(xian)(xian)(xian)業(ye)(ye)(ye)伴隨著國(guo)民(min)(min)經(jing)濟的(de)(de)(de)(de)增長(chang),在國(guo)家政策的(de)(de)(de)(de)支(zhi)持下,走上(shang)超(chao)速(su)發(fa)展(zhan)的(de)(de)(de)(de)"快車道",并(bing)成為(wei)(wei)國(guo)民(min)(min)經(jing)濟生活中一(yi)個新的(de)(de)(de)(de)增長(chang)點。與(yu)快速(su)發(fa)展(zhan)的(de)(de)(de)(de)保(bao)(bao)險(xian)(xian)(xian)(xian)業(ye)(ye)(ye)相(xiang)比,保(bao)(bao)險(xian)(xian)(xian)(xian)從業(ye)(ye)(ye)人(ren)員(yuan)(yuan)的(de)(de)(de)(de)建(jian)立與(yu)培養則顯(xian)得明顯(xian)滯后。這種滯后將會阻礙或限(xian)制保(bao)(bao)險(xian)(xian)(xian)(xian)業(ye)(ye)(ye)的(de)(de)(de)(de)發(fa)展(zhan)。為(wei)(wei)了順(shun)應和促進保(bao)(bao)險(xian)(xian)(xian)(xian)業(ye)(ye)(ye)的(de)(de)(de)(de)發(fa)展(zhan),與(yu)國(guo)際接軌,并(bing)規范(fan)保(bao)(bao)險(xian)(xian)(xian)(xian)交(jiao)易(yi)行為(wei)(wei),培養保(bao)(bao)險(xian)(xian)(xian)(xian)從業(ye)(ye)(ye)人(ren)員(yuan)(yuan)已是迫在眉睫。此時舉行保(bao)(bao)險(xian)(xian)(xian)(xian)從業(ye)(ye)(ye)人(ren)員(yuan)(yuan)考(kao)試(shi)(shi),其意義已遠(yuan)(yuan)遠(yuan)(yuan)超(chao)過考(kao)試(shi)(shi)本身(shen)。
保(bao)險經紀從(cong)(cong)業人員(yuan)資格(ge),保(bao)險公估從(cong)(cong)業人員(yuan)資格(ge),保(bao)險代理從(cong)(cong)業人員(yuan)資格(ge)
保險代理人考試報名條件
保險代理人(ren)可(ke)以為(wei)法人(ren),也(ye)可(ke)以為(wei)自(zi)然人(ren)。
《保(bao)(bao)險(xian)法》第132條規定,保(bao)(bao)險(xian)代理(li)人應(ying)當具備保(bao)(bao)險(xian)監(jian)督管理(li)機(ji)(ji)構規定的(de)(de)資格條件,并取得保(bao)(bao)險(xian)監(jian)督管理(li)機(ji)(ji)構頒發的(de)(de)經營保(bao)(bao)險(xian)代理(li)業(ye)務許(xu)可證,向(xiang)工商行(xing)政管理(li)機(ji)(ji)關辦(ban)理(li)登(deng)記(ji),領取營業(ye)執(zhi)照,并繳存(cun)保(bao)(bao)證金或者(zhe)投保(bao)(bao)職業(ye)責任保(bao)(bao)險(xian)。
保(bao)險(xian)代理人(ren)應(ying)當有自己(ji)的營業場所,設立專門帳(zhang)簿記(ji)載保(bao)險(xian)代理業務(wu)的收(shou)支情(qing)況,并接受(shou)保(bao)險(xian)管理機構的監督。
保險經紀人資格考試報名條件
凡具(ju)有大專(zhuan)以(yi)上學(xue)歷(li)(li)者(zhe)均可(ke)報(bao)名參(can)加(jia)由(you)中國(guo)保(bao)監會組織的(de)保(bao)險(xian)(xian)經(jing)紀人資格考(kao)試(shi)(shi),但有下列情形之一(yi)者(zhe),不得參(can)加(jia)保(bao)險(xian)(xian)經(jing)紀人資格考(kao)試(shi)(shi):(一(yi))曾(ceng)受(shou)(shou)刑事(shi)處(chu)罰者(zhe);(二)曾(ceng)受(shou)(shou)行政處(chu)罰或(huo)紀律(lv)處(chu)分者(zhe)。報(bao)名時,考(kao)生須向考(kao)點交(jiao)驗有效身份證明文(wen)件(jian)、身份證或(huo)護照(zhao)的(de)原(yuan)件(jian)和(he)影(ying)印(yin)件(jian)、學(xue)歷(li)(li)證明文(wen)件(jian)、原(yuan)件(jian)和(he)影(ying)印(yin)件(jian)、以(yi)及2張1寸免(mian)冠照(zhao)片(pian)。
保險公估人資格考試報名條件
1.年滿18周歲(sui)且(qie)具(ju)有完全(quan)民(min)事(shi)行為能力;
2.具(ju)有高(gao)中以上文化程(cheng)度。
員工福利規劃師資格考試報名條件
本年度考試(shi)面向社會各界,參加考試(shi)者,須具備(bei)以下條(tiao)件(jian):
(一)年滿18周歲且具有完全民事行為能(neng)力;
(二)品行良好、正(zheng)直誠(cheng)實,具有(you)良好的道(dao)德觀念。
壽險理財規劃師資格考試報名條件
本年度考試面向社(she)會各界(jie),參加考試者,須具備以(yi)下條件:
(一)年滿(man)18周歲且(qie)具(ju)有完全民事行為能力;
(二)品行良好(hao)、正直誠(cheng)實,具有良好(hao)的道德觀念。
壽險管理師資格考試報名條件
本(ben)年(nian)度考試(shi)面向社會各界(jie),參加考試(shi)者,須具備以(yi)下條件:
(一(yi))年滿18周歲且具有完全民(min)事行為能(neng)力;
(二)品(pin)行良好、正直誠實,具有(you)良好的(de)道(dao)德觀念。
題(ti)(ti)型題(ti)(ti)量為:單選90道(dao),每題(ti)(ti)1分(fen)(fen)(fen);判斷10道(dao),每題(ti)(ti)1分(fen)(fen)(fen);試(shi)(shi)卷滿分(fen)(fen)(fen)100分(fen)(fen)(fen),及格分(fen)(fen)(fen)數線為60分(fen)(fen)(fen)。 2006年7月(yue)30日(ri)起,電子化考試(shi)(shi)和(he)筆(bi)試(shi)(shi)的(de)命(ming)題(ti)(ti)范(fan)圍(wei)統一進行如下(xia)調(diao)整:保(bao)險(xian)(xian)(xian)(xian)(xian)原(yuan)理知(zhi)(zhi)識(shi)(shi)(shi)占(zhan)(zhan)(zhan)25分(fen)(fen)(fen),命(ming)題(ti)(ti)范(fan)圍(wei)是(shi)《保(bao)險(xian)(xian)(xian)(xian)(xian)基(ji)礎知(zhi)(zhi)識(shi)(shi)(shi)》一書(shu)的(de)第(di)(di)一章(zhang)(zhang)(zhang)至第(di)(di)五章(zhang)(zhang)(zhang)。財產保(bao)險(xian)(xian)(xian)(xian)(xian)知(zhi)(zhi)識(shi)(shi)(shi)占(zhan)(zhan)(zhan)10分(fen)(fen)(fen),命(ming)題(ti)(ti)范(fan)圍(wei)是(shi)《保(bao)險(xian)(xian)(xian)(xian)(xian)基(ji)礎知(zhi)(zhi)識(shi)(shi)(shi)》一書(shu)的(de)第(di)(di)六章(zhang)(zhang)(zhang)。人身保(bao)險(xian)(xian)(xian)(xian)(xian)知(zhi)(zhi)識(shi)(shi)(shi)占(zhan)(zhan)(zhan)20分(fen)(fen)(fen),命(ming)題(ti)(ti)范(fan)圍(wei)是(shi)《保(bao)險(xian)(xian)(xian)(xian)(xian)基(ji)礎知(zhi)(zhi)識(shi)(shi)(shi)》一書(shu)的(de)第(di)(di)七章(zhang)(zhang)(zhang)。《保(bao)險(xian)(xian)(xian)(xian)(xian)營銷(xiao)員管理規(gui)(gui)定(ding)(ding)》、職業(ye)道(dao)德和(he)執業(ye)行為規(gui)(gui)范(fan)占(zhan)(zhan)(zhan)15分(fen)(fen)(fen),命(ming)題(ti)(ti)范(fan)圍(wei)是(shi)《保(bao)險(xian)(xian)(xian)(xian)(xian)中介相關法(fa)規(gui)(gui)制度匯(hui)編(bian)》、《保(bao)險(xian)(xian)(xian)(xian)(xian)基(ji)礎知(zhi)(zhi)識(shi)(shi)(shi)》一書(shu)的(de)第(di)(di)八(ba)章(zhang)(zhang)(zhang)和(he)第(di)(di)九(jiu)章(zhang)(zhang)(zhang)。其他(ta)相關法(fa)規(gui)(gui)部(bu)分(fen)(fen)(fen)占(zhan)(zhan)(zhan)30分(fen)(fen)(fen),命(ming)題(ti)(ti)范(fan)圍(wei)是(shi)《保(bao)險(xian)(xian)(xian)(xian)(xian)中介相關法(fa)規(gui)(gui)制度匯(hui)編(bian)》,其中:《中華人民共和(he)國(guo)保(bao)險(xian)(xian)(xian)(xian)(xian)法(fa)》占(zhan)(zhan)(zhan)20分(fen)(fen)(fen)(全部(bu)為判斷題(ti)(ti))。《保(bao)險(xian)(xian)(xian)(xian)(xian)代理機構管理規(gui)(gui)定(ding)(ding)》、《中華人民共和(he)國(guo)民法(fa)通則》、《中華人民共和(he)國(guo)消費(fei)者(zhe)權益保(bao)護(hu)法(fa)》和(he)《中華人民共和(he)國(guo)反不正當競爭法(fa)》共占(zhan)(zhan)(zhan)10分(fen)(fen)(fen)。
“保(bao)險(xian)原(yuan)理(li)與(yu)實(shi)(shi)務(wu)(wu)(wu)” 題(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)型(xing)(xing)題(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)量:單(dan)選(xuan)題(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)100道,每(mei)(mei)題(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)0.5分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen),共(gong)(gong)(gong)計50分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen);多(duo)選(xuan)題(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)50道,每(mei)(mei)題(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)1分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen),共(gong)(gong)(gong)計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)分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)數線為(wei)60分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)。 命題(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)范(fan)圍:參考(kao)(kao)用書《保(bao)險(xian)原(yuan)理(li)與(yu)實(shi)(shi)務(wu)(wu)(wu)》第(di)(di)一(yi)章(zhang)(zhang)至(zhi)(zhi)第(di)(di)七章(zhang)(zhang)占(zhan)(zhan)40分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen);第(di)(di)八(ba)(ba)(ba)(ba)章(zhang)(zhang)至(zhi)(zhi)第(di)(di)十(shi)(shi)八(ba)(ba)(ba)(ba)章(zhang)(zhang)占(zhan)(zhan)60分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)。 “保(bao)險(xian)經紀(ji)實(shi)(shi)務(wu)(wu)(wu)” 題(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)型(xing)(xing)題(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)量:單(dan)選(xuan)題(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)100題(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti),每(mei)(mei)題(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)0.5分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen),共(gong)(gong)(gong)計50分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen);多(duo)選(xuan)題(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)30題(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti),每(mei)(mei)題(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)1分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen),共(gong)(gong)(gong)計30分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen);案例(li)題(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)2題(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti),每(mei)(mei)題(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)10分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen),共(gong)(gong)(gong)計20分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen);試卷滿(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)分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)數線為(wei)60分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)。 命題(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)范(fan)圍:單(dan)選(xuan)題(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)和多(duo)選(xuan)題(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)的(de)參考(kao)(kao)用書是(shi)《保(bao)險(xian)經紀(ji)相關(guan)知(zhi)(zhi)識》和《保(bao)險(xian)中介相關(guan)法(fa)規制度匯(hui)編》。案例(li)題(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)參考(kao)(kao)《保(bao)險(xian)原(yuan)理(li)與(yu)實(shi)(shi)務(wu)(wu)(wu)》的(de)第(di)(di)八(ba)(ba)(ba)(ba)章(zhang)(zhang)至(zhi)(zhi)第(di)(di)十(shi)(shi)八(ba)(ba)(ba)(ba)章(zhang)(zhang),以及(ji)《保(bao)險(xian)經紀(ji)相關(guan)知(zhi)(zhi)識》的(de)第(di)(di)二章(zhang)(zhang)、第(di)(di)五(wu)章(zhang)(zhang)至(zhi)(zhi)第(di)(di)八(ba)(ba)(ba)(ba)章(zhang)(zhang)和第(di)(di)十(shi)(shi)三章(zhang)(zhang)命題(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)。 “保(bao)險(xian)公估(gu)實(shi)(shi)務(wu)(wu)(wu)” 題(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)型(xing)(xing)題(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)量:單(dan)選(xuan)題(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)100題(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti),每(mei)(mei)題(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)0.5分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen),共(gong)(gong)(gong)計50分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen);多(duo)選(xuan)題(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)30題(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti),每(mei)(mei)題(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)1分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen),共(gong)(gong)(gong)計30分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen); 案例(li)題(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)2題(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti),每(mei)(mei)題(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)10分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen),共(gong)(gong)(gong)計20分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen);試卷滿(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)分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)數線為(wei)60分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)。 命題(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)范(fan)圍:在單(dan)選(xuan)題(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)和多(duo)選(xuan)題(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)中《保(bao)險(xian)公估(gu)相關(guan)知(zhi)(zhi)識與(yu)法(fa)規》第(di)(di)一(yi)章(zhang)(zhang)至(zhi)(zhi)第(di)(di)四章(zhang)(zhang)占(zhan)(zhan)30分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen),第(di)(di)五(wu)章(zhang)(zhang)至(zhi)(zhi)第(di)(di)九(jiu)章(zhang)(zhang)占(zhan)(zhan)50分(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen)(fen); 案例(li)題(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)參考(kao)(kao)《保(bao)險(xian)原(yuan)理(li)與(yu)實(shi)(shi)務(wu)(wu)(wu)》的(de)第(di)(di)八(ba)(ba)(ba)(ba)章(zhang)(zhang)至(zhi)(zhi)第(di)(di)十(shi)(shi)八(ba)(ba)(ba)(ba)章(zhang)(zhang)及(ji)《保(bao)險(xian)公估(gu)相關(guan)知(zhi)(zhi)識與(yu)法(fa)規》的(de)第(di)(di)二章(zhang)(zhang)命題(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)(ti)。
1999年至2006年保險(xian)經紀(ji)或(huo)保險(xian)公估從業人員(yuan)資(zi)格考試(shi)單科考試(shi)成績合格人員(yuan)的有(you)關制度:
(一)2004年(含)前單科考試成績失效(xiao)。
(二)2005年(nian)(nian)(nian)至2006年(nian)(nian)(nian)保(bao)險經紀或者保(bao)險公估從業資格考(kao)(kao)試單(dan)科(ke)考(kao)(kao)試成績合格的(de)(de)(de),在成績有(you)效(xiao)(xiao)期(qi)內,可以報名參(can)加另一(yi)科(ke)考(kao)(kao)試。參(can)加2005年(nian)(nian)(nian)第(di)(di)一(yi)次(ci)考(kao)(kao)試的(de)(de)(de),成績有(you)效(xiao)(xiao)期(qi)至2007年(nian)(nian)(nian)6月底;參(can)加2005年(nian)(nian)(nian)第(di)(di)二次(ci)考(kao)(kao)試的(de)(de)(de),成績有(you)效(xiao)(xiao)期(qi)至2007年(nian)(nian)(nian)12月底;參(can)加2006年(nian)(nian)(nian)第(di)(di)一(yi)次(ci)考(kao)(kao)試的(de)(de)(de),成績有(you)效(xiao)(xiao)期(qi)至2008年(nian)(nian)(nian)6月底;參(can)加2006年(nian)(nian)(nian)第(di)(di)二次(ci)考(kao)(kao)試的(de)(de)(de),成績有(you)效(xiao)(xiao)期(qi)至2008年(nian)(nian)(nian)12月底。
(三)已(yi)經通(tong)(tong)過(guo)保(bao)(bao)險(xian)經紀或(huo)保(bao)(bao)險(xian)公估從業資格考(kao)試《保(bao)(bao)險(xian)原(yuan)理與實(shi)務(wu)(wu)》一(yi)科的(de),在成績有(you)效(xiao)期內(nei),可以報名(ming)參加《保(bao)(bao)險(xian)經紀實(shi)務(wu)(wu)》或(huo)《保(bao)(bao)險(xian)公估實(shi)務(wu)(wu)》的(de)考(kao)試。已(yi)經通(tong)(tong)過(guo)《保(bao)(bao)險(xian)經紀實(shi)務(wu)(wu)》或(huo)《保(bao)(bao)險(xian)公估實(shi)務(wu)(wu)》一(yi)科的(de),在成績有(you)效(xiao)期內(nei),可以報名(ming)參加《保(bao)(bao)險(xian)原(yuan)理與實(shi)務(wu)(wu)》的(de)考(kao)試。