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Insurance Distribution Directive (IDD) Training

Insurance Distribution Directive (IDD) Training
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.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor of the Prison System, and the course from Elevify was crucial for me to be chosen.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company I work for.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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