Insurance Distribution Directive (IDD) Training
Gain mastery over Insurance Distribution Directive (IDD) regulations using practical tools for client onboarding, suitability assessments, compliant advice, documentation, complaint management, and CPD planning—tailored for insurance professionals ensuring regulatory compliance in everyday operations.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
Acquire practical tools through this focused IDD training to confidently comply with EU and German regulations. Learn to identify client needs, evaluate product suitability, objectively compare options, and document advice properly. Establish compliant procedures for onboarding, follow-ups, and complaints, while creating an effective 12-month CPD plan to enhance advice quality and maintain regulatory preparedness.
Elevify advantages
Develop skills
- Conduct IDD suitability checks to quickly match client needs with coverage, limits, and exclusions.
- Master client onboarding by efficiently handling compliant ID, KYC, and disclosure processes.
- Design efficient BaFin-compliant complaint handling procedures to safeguard your firm.
- Effectively manage conflicts of interest through clear disclosure, documentation, and mitigation.
- Develop a straightforward annual CPD and quality assurance 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 say
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