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.What our students say
As suas aulas são perfeitas. Adquiri o pacote de um ano e, finalmente, tenho a oportunidade de acompanhar diversos temas do meu interesse sem precisar mudar de plataforma... agradeço por tudo o que fazem, já recomendei vocês a outras pessoas...

Giulio CarloAluno de Marketing Digital
Eu gosto de como as lições são direto ao ponto e como eu consigo alterar capítulos e pular conteúdos que não preciso.

Mariana FerresAluna de Fotografia
Gosto do conteúdo e do modo de apresentação e transcrição de vídeos, o que acelera o processo!

Luciana AlvarengaAluna de Design de Unhas
A plataforma é rápida, simples de usar. A diversidade de conteúdo e os vídeos complementares ajudam muito no aprendizado.

Giulio CarloAluno de Engenharia de Prompt
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