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Insurance Distribution Directive (IDD) Training

4.8/5
Insurance Distribution Directive (IDD) Training
4.8 in rating
flexible workload from 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 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

Your lessons are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of my interest without needing to change platforms... I thank you for everything you do, I've already recommended you to other people...
Giulio Carlo
Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can change chapters and skip content I don't need.
Mariana Ferres
Mariana FerresPhotography Student
I like the content and the way videos are presented and transcribed, which speeds up the process!
Luciana Alvarenga
Luciana AlvarengaNail Design Student
The platform is fast, simple to use. The diversity of content and complementary videos help a lot with learning.
André Felipe
André FelipePrompt Engineering Student

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