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Free course template · European Union

EU insurance distribution: Product governance, conduct and CPD under the IDD

A ready-made course, live deck and two surveys for staff. AhaSlides tracks progress, completion and scores for you. 45 minutes, 6 lessons. Last reviewed 28 October 2026; not legal advice.

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Course outline at a glance

  • Elena, a customer service adviser at an invented insurer, Northwind Mutual, is asked for "the cheapest home cover" by a customer who runs a home business
  • What would you check?
  • Timeline
  • Quiz

  • Five pillars
  • Terms
  • Accordion
  • Flashcards
  • Matching quiz

  • Five steps
  • Before you quote
  • Process
  • Checklist
  • Quiz
  • Multi-select quiz

  • The home business
  • Outside the target market
  • Sort the inducements
  • Scenario
  • Sorting activity
  • Matching quiz

  • Product feedback
  • A pressured colleague
  • Process
  • Scenario
  • Quiz

  • Your next steps
  • Process
  • Quiz

Try some questions from the course

Question 1 of 3

Elena's customer asks for the cheapest home cover and mentions a home business. What should Elena do first?

 

A demands and needs test starts with listening to what the customer needs. The business use changes what cover is suitable, so Elena has to ask before she recommends anything.

Lesson 1, A customer who wanted "the cheapest", teaches this. See the outline

Question 2 of 3

In the five steps, what comes straight after you find out what the customer needs?

 

Once you know the needs, you test the product against them and against its target market. Only then does the customer get the pre-contract information.

Lesson 3, Demands, needs and the right product, teaches this. See the outline

Question 3 of 3

A colleague tells you everyone must sell the add-on to meet a target. What is the best first step?

 

Raising a concern early, through the proper route, is expected. You do not need proof, only a good-faith worry that customers may be harmed.

Lesson 5, Speak up and apply, teaches this. See the outline

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Learners earn a certificate

Your organisation

Certificate of completion

This certifies that

Alex Morgan

has completed

EU insurance distribution: Product governance, conduct and CPD under the IDD

Completed on12 October 2026
Sample certificate with a placeholder learner name.

Style 1 of 6: Teal humanist

Everyone who finishes gets a certificate with their name, the course title and the completion date. Add your own logo, colours and signer.

Three pieces that work together

Learners prepare on their own, you answer questions live, and the surveys tell you what stuck. 9 fields to fill in with your own policy, contacts and locations; each one is highlighted inside the course.

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Completion is tracked for you

Learners sign in to take the course, so every start, finish and score is recorded in AhaSlides. No spreadsheet to keep.

  • Who has finished

    See who has not started, who is in progress and who has completed the course.

  • Every score

    Each learner's answers to the quizzes and activities in the course.

  • What landed

    Survey results show what people took away, and the 30-day check-in shows whether they use it.

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6 lessons, about 45 minutes

What learners can do at the end of each lesson. Minutes are an estimate.

  • Lesson 1: A customer who wanted "the cheapest" · 8 min

    Before you begin · Elena, a customer service adviser at an invented insurer, Northwind Mutual, is asked for "the cheapest home cover" by a customer who runs a home business · What would you check?

  • Lesson 2: The IDD in brief · 8 min

    Five pillars · Terms · Check

  • Lesson 3: Demands, needs and the right product · 8 min

    Five steps · Before you quote · Check

  • Lesson 4: Grey areas · 8 min

    The home business · Outside the target market · Sort the inducements

  • Lesson 5: Speak up and apply · 8 min

    Product feedback · A pressured colleague · Check

  • Lesson 6: Final assessment and completion · 5 min

    Your next steps · Practice

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Often taught together

Courses teams often run alongside this one.

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Common questions

Yes. The course, the live deck and both surveys are free. Claiming the template into your AhaSlides account is free too.

Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.

Every year as part of the CPD cycle , and at onboarding.

Staff of insurers, brokers and agents in the EU who advise on or sell insurance, and the managers who supervise them; run by the compliance or training lead.

Record completion in your own LMS or record system, so you can show who finished the course and when.

Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.

Your own details, each highlighted inside the course:
  • Compliance contact
  • Compliance policy link
  • Reporting route
  • Jurisdiction rules link
  • Licensing or ce contact
  • LMS or record system
  • Course URL
Then edit anything else you like: wording, scenarios, your logo.
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Free. Copy the course, live deck and both surveys into your AhaSlides account in one click.

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