IDD Training – Insurance Distribution Directive
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Describe the significance and role of the insurance market within the financial market in Poland.
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Identify and apply legal regulations related to insurance distribution.
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Analyze customer needs in the area of insurance products.
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Apply the applicable rules for concluding insurance contracts.
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Comprehensively characterize insurance products, including their benefits and limitations for the customer, and match products to identified customer needs.
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Identify and manage conflicts of interest.
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Know and apply professional ethics standards in practice.
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Legal foundations
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Distribution and customer needs analysis
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Insurance needs in the context of risk management
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Characteristics of insured risk
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Insurance needs
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Matching insurance products to customer needs
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Effective feedback models (e.g. FUKO, SBI, sandwich method)
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How to deliver both positive and constructive feedback
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Methods for determining the sum insured
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Building openness and using feedback for development
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Employees distributing insurance products
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Insurance agents
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Natural persons performing agency activities (ofWCA)
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Describes the importance and role of the insurance market within the financial market in Poland.
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Identifies and applies legal regulations related to insurance distribution.
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Analyzes customer needs with regard to insurance products.
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Applies the applicable rules for concluding insurance contracts.
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Provides a comprehensive description of insurance products, including their advantages and limitations for the customer, and matches products to identified customer needs.
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Identifies and manages conflicts of interest.
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Understands and applies professional ethics standards in practice.
Our training combines a variety of learning methods to ensure maximum effectiveness and participant engagement:
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Interactive lectures
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Instructional and educational videos
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Practical exercises
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Case studies
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Decision-based videos simulating real-life situations
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Knowledge quizzes and tests
Join our interactive training and learn how to effectively describe insurance products, including their benefits and limitations for customers. Identify and apply the latest legal regulations related to insurance distribution. A comprehensive training package fulfilling the 15-hour training requirement for employees distributing insurance products.
