1. Continuous Professional Development of Insurance Intermediaries in Germany EIET conference 2015 – Bucuresti Katharina Höhn

3. Seite 3 Preparing IDD since 2011…

4. Seite 4 CPD in customer interest is credited (credit points) 200 credit points (CP) in 5 years 1 lesson (45 minutes) = 1 CP Credited are all trainings that increase consulting capacities CPD is documented in individual CP accounts in a central CP database CPD is made transparent 5-year-certifcate (200 CP / year) 1-year-certificate 40 CP / year) CPD card 80 CP in 2 years How Insurance Intermediaries in Germany demonstrate their CPD engagement…

5. Seite 5 How the system works…. Central CP Database training institute / insurance company Vermittler/in Accredited partner transfers CP Intermediary learns Intermediary can view account customer Intermediary can demonstrate CPD engagement

6. Seite 6 CP account statement Max Mustermann 123456789

7. Seite 7 Which trainings get credits? All trainings to improve customer consulting and sales processes All forms of formal and non-formal training. Informal Training

8. Seite 8 Trainings need to be qualified to be credible To be proved in an audit

9. Seite 9 Quality assurance: Accredited training partners are audited External Auditors Quality Assurance Manual Contracts Audit Tool

10. Seite 10 Participation of intermediaries (accounts opened since April 2014) … every second intermediary in Germany takes part in voluntary initiative…

11. Seite 11 Participation of intermediaries (accounts opened since April 2014).. 23,75 training hours in 9 month on the average … …. > 30 hours per year to be expected…..

12. Seite 12 classroom learning is still dominant… classroom self-directed coaching Directed e-learning

13. Seite 13 24 month gut beraten and IDD implementation in Germany

14. Your ideas, please….. contact Katharina Höhn German Insurance Association for Vocational Training (BWV) Arabellastrasse 29 81925 München Germany Tel +49-89-922001-831 Fax+49-89-922001-844 www.bwv.de katharina.hoehn@bwv.de