Bachelor's degree in bancassurance management for individual clients

This sandwich course is eligible for the CPF.

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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 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

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

Total maximum duration of 1,326 hours, including 900 hours in a company and 426 hours at the training centre.
The duration of the course is indicative and will be determined according to your profile.

All audiences

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

12 people

Teaching method

Mixed training

Teaching methods

Group lessons

Equipment

Language laboratory
Room equipped with networked computer workstations
Unmarked room with video projector

Monitoring and individualisation

Positioning upstream of training entry.

Interviews, remediation with the educational referent and/or company referent during training.

Taking into account beneficiary satisfaction during and at the end of training.

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

Trainers experienced in individualising learning.

Coursework assessments

Professional portfolio

Interview with a professional jury

Hourly rate incl. VAT: €15.00
. This price is indicative and non-contractual. Depending on your status, this training can be fully financed. Contact us.

Depending on the funding body, training is available between 15 and 45 days before the start of the course. Please contact us for further information.

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