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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?

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
Workload: between 4 and 360 hours

What our students say

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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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