Insurance Distribution Directive (IDD) Training
4.8/5
Master Insurance Distribution Directive (IDD) rules with practical tools for client onboarding, suitability checks, compliant advice, documentation, complaint handling, and CPD planning—designed for insurance professionals who must get regulation right in daily practice.

4.8 in rating
4 to 360h flexible workload
certificate valid in your country
What will I learn?
This concise IDD training gives you practical tools to meet EU and German rules with confidence. Learn how to clarify client needs, assess suitability, compare products objectively, and document recommendations clearly. Build compliant onboarding, follow-up, and complaint processes while designing an effective 12‑month CPD plan that strengthens advice quality and supports ongoing regulatory readiness.
Elevify advantages
Develop skills
- IDD suitability checks: match client needs to coverage, limits and exclusions fast.
- Client onboarding mastery: run compliant ID, KYC and disclosure in minutes.
- Complaint handling: design lean BaFin-ready processes that protect your firm.
- Conflict-of-interest control: disclose, document and mitigate risks clearly.
- CPD and quality assurance: build a simple yearly training and audit plan.
Suggested summary
Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students are saying
Your classes are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of interest without needing to switch platforms... I thank you for everything you do, I've already recommended you to other people...

Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can change chapters and skip content I don't need.

Mariana FerresPhotography Student
I like the content and the presentation style and video transcription, which speeds up the process!

Luciana AlvarengaNail Design Student
The platform is fast, simple to use. The diversity of content and complementary videos really help with learning.

André FelipePrompt Engineering Student
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