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Financial Placement Training

Financial Placement Training
from 4 to 360h flexible workload
valid certificate in your country

What will I learn?

Financial Placement Training equips you with practical, current skills to analyse French client profiles, assess savings capacity, and structure appropriate placements across key products like assurance-vie, PEA, PER, PEL, PEE and regulated accounts. Learn to handle risk, taxation, implementation steps, and 12-month follow-up to deliver clear, compliant, goal-focused recommendations confidently.

Elevify advantages

Develop skills

  • French client profiling: turn raw data into clear, actionable financial insights.
  • Master French savings products: compare Livret A, PEA, PER, PEL and assurance-vie.
  • Build goal-based portfolios: align asset allocation with client horizons and risk.
  • Apply French tax rules: optimize PFU, social charges and product-specific breaks.
  • Design 12-month follow-ups: monitor KPIs, rebalance and communicate with clients.

Suggested summary

Before starting, you can change the chapters and workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.
Workload: between 4 and 360 hours

What our students say

Your classes are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of my interest without needing to change platforms... I thank you for everything you do, I've already recommended you to other people...
Giulio Carlo
Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can change chapters and skip content I don't need.
Mariana Ferres
Mariana FerresPhotography Student
I like the content and the way videos are presented and transcribed, which speeds up the process!
Luciana Alvarenga
Luciana AlvarengaNail Design Student
The platform is fast, simple to use. The diversity of content and complementary videos help a lot with learning.
André Felipe
André FelipePrompt Engineering Student

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