Bachelor's degree in bancassurance management for individual clients

The Bachelor Personal Banking and Insurance Customer Advisor aims to train students to master the fundamentals of the job of sales advisor in the personal market and banking culture for retail banking activities (including in support functions or non-commercial entities).

At the end of this course, students will be able to:

• Welcome and advise an individual customer
• Advise an individual customer in a multi-channel environment
• Manage an account and monitor day-to-day transactions
• Propose solutions tailored to financing needs
• Develop an individual customer portfolio

Mastering day-to-day banking (72h)

Means of payment and associated services - Banking law and liability

Managing customer relations in a multi-channel environment(56h30)

"Winning" culture - Commercial negotiation - Managing incivilities

Digital writing - Ability to act with agility - Relational skills - Sharing best practice

Comprehending personal taxation(44h)

Rules for determining income - General tax calculation scheme - Reporting obligations

General principles of taxation - Customer characterisation via tax returns. Customer" characterisation via tax returns and tax notices

Making the most of commercial contacts

Mastering the "Savings" range (74h)

Bank savings -. Macroeconomic and financial culture

Financial savings - Life insurance savings

Implementing financing techniquest (46h)

Individual financing techniques - Project analysis and set-up

Putting together the financing file

Insurance advice(73h30)

The AERAS agreement - Insurance essentials(73h30)

The AERAS agreement - Insurance essentials(73h30)

The AERAS agreement - Insurance essentials(73h30)

The AERAS agreement - Insurance essentials(73h30)

The AERAS agreement - Insurance essentials Les essentiels de l'Assurance - Socle Assurance - Domaine Assurances

Compléments Alternance (54h30)

Présentation du parcours et lancement de la promotion - AMF - Connaissance du Groupe Crédit Agricole

Oral de synthèse - Révision des examens

• Professional degree Level 6

Find out more about this qualification (RNCP35964, exact wording of the diploma, name of the certifier, registration date of the qualification) by clicking here.

• All audiences

Level 5 (BTS DUT) in the specialist field or in the Tertiary field "Management - Accounting - Administration"

12 people

• Fully classroom-based training

• Group lessons

• Equipped technical platforms
• Room equipped with networked computer workstations
• Unmarked room with video projector

For disabled beneficiaries: possible adaptation of training and certification procedures, support from the disabled person's adviser.

Education Nationale certified teachers, Bac +3 trainers with significant experience in adult education, professional lecturers.

Coursework assessment (CCF)

End-of-course tests (One-off assessment)

Professional portfolio

Contact us by email

Apprenticeship training: Training is available within a minimum of 48 hours, subject to validation of your application and the position in the company (diploma compliance), until the end of the 1st month in which the action begins.

Insertion into employment in:

• Customer manager;
• Sales adviser;
• Private customer adviser;
• Sales assistant/private customer assistant

Jobs held in a bank branch.

Access for people with disabilities

The establishment has been restructured: one building dedicated to higher education courses, another to high school students, a CDI, alongside a garden with a green theatre

Catering

A restaurant and cafeteria

Bakeries, snack bars, restaurants and food shops nearby

Transport

By train: Juan les Pins station 5 minutes away and Antibes station 30 minutes away

By bus: ENVIBUS lines 1 and 6

Close links with companies for a proven work-linked learning approach.

1st training session, we have no Quality indicators.