4 to 360 hours of flexible workload
certificate valid 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. Master risk management, taxation, implementation processes, and 12-month follow-ups to provide confident, compliant, goal-oriented recommendations.
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
Your classes are perfect. I got the one-year package and finally have the chance to follow several topics I'm interested in without having to switch platforms... thank you for everything you do, I've already recommended you to others...

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 FerresPhotography Student
I like the content and the way the videos are presented and transcribed, which speeds up the process!

Luciana AlvarengaNail Design Student
The platform is fast and easy to use. The variety of content and the supplementary videos really help with learning.

Giulio CarloPrompt Engineering Student
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