The IDD in retrospect: 5 years of impact

Starting: 24th January 2024 17.00 - 19.00 Online

This two-hour CPD will look back at the application of the IDD after 5 years of the Directive. This will cover the experience of stakeholders, insurance companies, trade associations, consumer associations, national competent authorities and other institutions.

Description

This two-hour CPD will recount the experience of stakeholders about the application of the IDD which will eventually be used by EIOPA in preparing the report on the application of the IDD to be published by beginning of 2024.

 

Topics

  • digitalisation and new distribution models
  • emergence of more sustainable insurance products and integration of sustainability factors, risks and preferences into the IDD
  • issues related to the practical application of the IDD and quality of advice and selling methods
  • value for money
  • retail investment strategy
  • Advisory Committee on Proportionality (ACP) work-POG 2024

 

Learning Objectives

  • refresh the basic requirements of the Insurance Distribution Directive
  • learn from experiences in the application of the IDD
  • value for money considerations, retail investment strategy and ACP work on POG delegated regulation

 

Target Audience

Anyone working in insurance

 

Assessment Questions and Answers

In line with MFSA requirements, a short multiple-choice assessment will be provided by the trainer towards the end of the session. A Certificate of Attendance will be awarded to all students who attend the CPD (duration will be included on certificate). A Certificate of Achievement will be awarded to those who sit for the assessment and are successful (pass mark 60%)

Total Learning Hours

Full course: 2 hours

Hours include contact hours, supervised practice hours, self-study hours and assesment hours.

Trainers

Pauline Azzopardi FCII, B.Sc. (C. Hons), CeFA, Cert PFS

Ms. Pauline Azzopardi has enjoyed a career of over 30 years, working in senior management roles with some of the world’s largest international banking and insurance institutions including Munich Re and HSBC.
Pauline Azzopardi has been a member of the European Insurance and Occupational Pensions Authority (EIOPA) Insurance and Reinsurance Stakeholder Group (IRSG) and Occupational Pensions Stakeholder Group (OPSG) for the last 4 years. She is also the International Engagement Board member of the Chartered Insurance Institute.

Pauline is a Fellow of the Chartered Insurance Institute and holds a Bachelor of Science Hons degree in Chemistry and Biology from the University of Malta. She is a part-time academic and has delivered lectures in financial services including wealth management, life assurance, financial planning, portfolio management and pensions since 1992 in countries such as Bahrain, Oman, India and Malta. She is currently a visiting lecturer at the University of Malta.

 

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Certificate Details

As written on the certificate
Usually found at the bottom of the certificate ABC-2023001
e.g. A, B, passed, passed with distinction

Why Choose Us

MITC is made up of a close-knit team with a real passion for learning and insurance, who believe in the continuous development and empowerment of individuals through learning. We understand all of the nuances and challenges that come with insurance training and, that is why we’re here to help you get your training right.

Our courses are developed following in-depth research and consultation on the subject matter and the related market, thus ensuring participant needs are met. All our trainers are experts in their field and actively contribute towards the continuous development of the courses which they deliver.

Our training services are accredited by the Malta Further and Higher Education Authority (MFHEA) and the European Qualifications Framework platforms. MITC’s homegrown insurance programmes are recognised by the renowned Chartered Insurance Institute, UK.

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