FSMA Verzekeringsdistributie study plan
FSMA Verzekeringsdistributie · Give each week a clear focus.
8 weeks · About 6 hours per week
Verzekeringsdistributie - toezichtkader en gedragsregels voor verzekeringstussenpersonen (FSMA)
Map the full FSMA supervisory framework for insurance distribution, distinguishing the roles of FSMA, NBB and EIOPA in oversight
Reproduce the registration and admission conditions for insurance intermediaries (tussenpersonen) from memory without notes
Define the categories of distributors (broker, agent, sub-agent, bancassurance) and state which obligations attach to each
Build a personal glossary of 40 core Dutch regulatory terms with one-line definitions
Your checkpoint
A one-page schematic of the FSMA oversight architecture plus a 40-term Dutch glossary, self-tested to 90% recall
Verzekeringsdistributie - toezichtkader en gedragsregels voor verzekeringstussenpersonen (FSMA)
Explain the professional knowledge and competence requirements (kennis en bekwaamheid) and how continuing education is evidenced
Outline the conduct-of-business rules on conflicts of interest, inducements and remuneration transparency
Trace the supervisory cycle from notification to on-site inspection to administrative sanction
Draft 15 practice recall questions on domain 1 and answer them closed-book
Your checkpoint
A written 500-word summary of the intermediary's ongoing compliance duties, checked against your own notes for gaps
Verzekeringsdistributie - toezichtkader en gedragsregels voor verzekeringstussenpersonen (FSMA) & Consumentenbescherming en informatieverstrekking bij verzekeringsdistributie
Compare the pre-contractual disclosure duties owed to retail versus commercial clients
List the mandatory content elements of the insurance proposal and the information note (IPID) and explain each element's purpose
Distinguish advice-based from non-advice-based distribution and the documentation each requires
Apply the demands-and-needs and suitability logic to two worked client scenarios
Your checkpoint
Two completed demands-and-needs and suitability case write-ups with the reasoning chain shown step by step
Consumentenbescherming en informatieverstrekking bij verzekeringsdistributie
Explain the rules on advertising and fair communication, including the ban on misleading comparisons
Describe the cooling-off period (herroepingstermijn) and the exceptions that apply to it
Outline complaint-handling and ombudsman (Ombudsman van de Verzekering) escalation paths and their time limits
Identify the disclosure duties at the point of sale for distance and online distribution channels
Your checkpoint
A decision tree covering cooling-off, complaint escalation and ombudsman referral, validated against at least five scenario prompts
Consumentenbescherming en informatieverstrekking bij verzekeringsdistributie
Analyse how the IDD consumer-protection layer interacts with the Belgian Insurance Act (Wet Verzekeringen) and market conduct rules
Explain product oversight and governance (POG) duties and the target-market definition process
Describe the treatment of vulnerable customers and the practical implications for advice records
Summarise the rules on cross-selling, bundling and the separate disclosure of each product's cost
Your checkpoint
A two-page comparison table linking each consumer-protection rule to its source instrument and its practical distributor duty
Verzekeringsdistributie - toezichtkader en gedragsregels voor verzekeringstussenpersonen (FSMA) & Consumentenbescherming en informatieverstrekking bij verzekeringsdistributie
Integrate domain 1 and domain 2 by mapping every conduct rule to the supervisory expectation it satisfies
Work through 60 mixed-format practice items under timed conditions
Categorise every wrong answer by root cause: unknown fact, misread question, or faulty reasoning
Re-teach the three weakest sub-topics in your own words to an imagined colleague
Your checkpoint
A scored 60-item mock with an error log listing root cause and a corrective action for each miss
Verzekeringsdistributie - toezichtkader en gedragsregels voor verzekeringstussenpersonen (FSMA) & Consumentenbescherming en informatieverstrekking bij verzekeringsdistributie
Drill scenario-based items that combine disclosure, advice and record-keeping requirements
Memorise the numeric thresholds, deadlines and document-retention periods that appear in exam items
Practice writing concise justifications for rejecting each distractor in multiple-choice items
Close the remaining gaps identified in the week 6 error log
Your checkpoint
A one-page cheat sheet of all numeric thresholds and deadlines, recalled from memory at 95% accuracy
Verzekeringsdistributie - toezichtkader en gedragsregels voor verzekeringstussenpersonen (FSMA) & Consumentenbescherming en informatieverstrekking bij verzekeringsdistributie
Complete two full-length timed simulations under exam conditions
Review each simulation within 24 hours and log every recurring error pattern
Rehearse the highest-frequency exam themes until recall is automatic
Finalise a pre-exam checklist of the ten facts most likely to be tested
Your checkpoint
Two completed full-length simulations with scores recorded and a final ten-point pre-exam checklist
Milestones
Week 2: You can explain the FSMA registration conditions and ongoing duties to a non-specialist without notes, scoring at least 80% on a self-made 20-item domain 1 quiz
Week 4: You produce correct demands-and-needs, suitability and cooling-off answers for four unseen client scenarios, with at least three fully correct
Week 6: You score at least 65% on the timed 60-item mixed mock and your error log shows no single sub-topic accounting for more than a quarter of misses
Week 8: You score at least 75% on both full-length simulations and can recite the numeric threshold cheat sheet from memory