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Insurance Distribution Directive (IDD) Training

4.8/5
Insurance Distribution Directive (IDD) Training
4.8 in the evaluation
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.
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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