Banking, Finance and Insurance Training
Master Banking, Finance and Insurance Training for affluent clients in France. Build robust portfolios, optimize protection, plan retirement and education, and structure succession with practical tools you can apply immediately in your advisory work.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This short, practical course helps you master affluent household analysis in the French context, from balance sheets, liquidity and risk concentration to tailored protection with life, disability and mortgage coverage. Learn to structure portfolios, plan education and retirement, optimize succession, and turn complex regulations into clear, actionable client recommendations that stand up to scrutiny and deliver measurable results.
Elevify advantages
Develop skills
- Advanced wealth diagnosis: analyze French affluent balance sheets and cash flows.
- Protection design: optimize life, disability and mortgage coverage for clients.
- Investment structuring: build tax-efficient French portfolios and savings plans.
- Retirement and education planning: model goals, funding gaps and action plans.
- Succession strategy: use French inheritance rules and assurance-vie to transfer wealth.
Suggested summary
Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
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