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
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