Insurance Distribution Directive (IDD) Training
Master Insurance Distribution Directive (IDD) rules with practical tools for client onboarding, suitability checks, compliant advice, documentation, complaint handling, and CPD planning—designed for insurance professionals who must get regulation right in daily practice.

4 to 360 hours of flexible workload
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 Differentials
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.What our students say
FAQs
Who is Elevify? How does it work?
Do the courses have certificates?
Are the courses free?
What is the course workload?
What are the courses like?
How do the courses work?
What is the duration of the courses?
What is the cost or price of the courses?
What is an EAD or online course and how does it work?
PDF Course