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Insurance Distribution Directive (IDD) Training

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

What our students say

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

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