Insurance Distribution Directive (IDD) Training
Gain mastery over Insurance Distribution Directive (IDD) requirements 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.

4 to 360 hours of flexible workload
certificate valid in your country
What Will I Learn?
Acquire practical tools from this focused IDD training to confidently comply with EU and German regulations. Master identifying client needs, evaluating product suitability, making objective comparisons, and documenting advice properly. Establish compliant procedures for onboarding, follow-ups, complaints, and create an effective 12-month CPD plan to enhance advice quality and maintain regulatory preparedness.
Elevify Advantages
Develop Skills
- Conduct IDD suitability checks to swiftly match client needs with coverage, limits and exclusions.
- Master compliant client onboarding by efficiently handling ID, KYC and disclosures.
- Design efficient BaFin-compliant complaint handling processes to safeguard your firm.
- Effectively control conflicts of interest through clear disclosure, documentation and mitigation.
- Develop a straightforward yearly 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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