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Insurance Distribution Directive (IDD) Training

Insurance Distribution Directive (IDD) Training
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

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

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