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Financial Placement Training

Financial Placement Training
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.
Workload: between 4 and 360 hours

What our students say

Your classes are perfect. I got the one-year package and finally have the chance to follow a range of topics I'm interested in without having to switch platforms... thank you for everything you do, I've already recommended you to others...
Giulio Carlo
Giulio CarloDigital Marketing Student
I like how the lessons get straight to the point and how I can switch chapters and skip content I don't need.
Mariana Ferres
Mariana FerresPhotography Student
I like the content and the way the videos are presented and transcribed, which speeds up the process!
Luciana Alvarenga
Luciana AlvarengaNail Design Student
The platform is fast and easy to use. The variety of content and the extra videos really help with learning.
Giulio Carlo
Giulio CarloPrompt Engineering Student

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