Financial Investment Training
Master Financial Investment Training focused on France: assess clients, build investor profiles, optimize tax wrappers, and design goal-based portfolios with clear risk rules, cash management, and 12‑month action plans you can apply immediately in your practice.

flexible workload from 4 to 360h
valid certificate in your country
What will I learn?
Financial Investment Training gives you a clear, practical framework to assess clients, build tailored investor profiles, and design goal-based allocations for education and retirement in the French context. You will master local tax wrappers, emergency reserves, risk limits, and review routines, turning a €40,000 inheritance and monthly savings into a disciplined, compliant, and resilient long-term plan.
Elevify advantages
Develop skills
- Client profiling mastery: build French investor profiles that drive smart portfolios.
- Goal-based planning: turn education and retirement targets into clear allocations.
- Tax-smart investing: use French wrappers to boost net returns and cut reporting risk.
- Risk and behavior coaching: explain market shocks and keep clients invested on plan.
- Cash and emergency design: size buffers, manage windfalls, and protect short-term needs.
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
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