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Financial Placement Training

Financial Placement Training
from 4 to 360h flexible workload
certificate valid 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 steps, 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 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

I was just promoted to Intelligence Advisor of the Prison System, and the course from Elevify was crucial for me to be chosen.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company where I work.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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