Insurance Distribution Directive (IDD) Training
Gain mastery of 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.

from 4 to 360h flexible workload
certificate valid in your country
What will I learn?
Acquire practical skills in 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, and complaints, plus craft an effective 12-month CPD plan to enhance advice quality and maintain regulatory preparedness.
Elevify advantages
Develop skills
- Conduct IDD suitability checks to quickly match client needs with coverage, limits, and exclusions.
- Master compliant client onboarding with efficient ID, KYC, and disclosure processes.
- Develop effective complaint handling procedures compliant with BaFin standards to safeguard your firm.
- Manage conflicts of interest by clearly disclosing, documenting, and mitigating risks.
- Create a straightforward annual CPD and quality assurance training 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