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Financial Placement Training

Financial Placement Training
from 4 to 360h flexible workload
valid certificate in your country

What will I learn?

Financial Placement Training gives you practical, up-to-date skills to analyse French client profiles, evaluate savings capacity, and structure suitable placements across key products such as assurance-vie, PEA, PER, PEL, PEE and regulated accounts. Learn to manage risk, taxation, implementation steps, and 12-month follow-up so you can deliver clear, compliant, goal-focused recommendations with confidence.

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

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

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