4 to 360 hours flexible workload
valid certificate in your country
What will I learn?
Financial Placement Training provides 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, and 12-month follow-up to deliver clear, compliant, goal-oriented 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 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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