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Professional Bachelor's degree Insurance, banking, finance : Client manager

Type of training: Initial training, continuing training or work-linked training

Location: Marseille

Duration of teaching : 1 year

Output level : License

  • Objectives

    The Professional Licence in Insurance, Banking, Finance: The aim of the Professional Licence in Insurance, Banking, Finance is to train specialists in individual and/or professional clients, mastering a range of economic, legal, financial, fiscal and commercial techniques necessary for the management of a client portfolio. These account managers have versatile and progressive profiles. Versatility refers to the diversity of the transactions handled, which should make it possible to meet all the needs expressed by the client. The potential for career development refers to the ability to perform, in the long term, other functions, other professions in the bank: Corporate Client Manager, Wealth Management Advisor.

    The specificity of this degree is based on pedagogical choices that take up the fundamental principles of professionalisation (confronting students with problems and situations they will encounter in their professional life), and emphasise the desire to give students an academic education. This teaching will enable them to reflect on concrete problems in a relevant way.

    On a professional level, this course allows :

    • Assess the client's needs in order to offer them the appropriate financial and/or non-financial products
    • Assess the client's financial situation and risk in the context of accepting a credit file
    • Monitor and improve the profitability of the customer portfolio by winning and retaining customers.
    • Master sales, negotiation and communication techniques (oral and written). Meet the commercial objectives set
    • To know the banking sector and to master, in order to apply it to each client, the banking regulations and innovations in force.

    Some of the professors of this degree have banking as their field of research (banking management control, steering, performance indicators, management information systems, innovation and digitalisation,....). They communicate widely about their work to students, and do not hesitate to make them work on current themes of reflection by encouraging them to consult and quote scientific journals, particularly in the context of projects.

    Students work in groups on a project in collaboration with a bank. They will have to mobilize all the knowledge acquired during the training. A written dossier and an oral defense will allow the evaluation of the skills acquired by the students.

    A 4-month internship is compulsory for students in the initial training.

  • Teachings

    • Year of the Pro License Customer Service Representative - Initial Training Option (60 credits)
    • Semester 5 Pro License Customer Service Representative - Initial Training Option (30 credits)
    • Economic environment (6 credits)
      • The monetary and financial system
      • Capital markets
      • Elements of contemporary economy
    • Risk Management (6 credits)
      • Economic and Financial Analysis
      • Financial and risk management
      • Insurance of persons and property
    • Bank (6 credits)
      • Diagnosis and strategy
      • Banking innovations
      • The banking firm
    • Techniques and Methods (6 credits)
      • Banking law
      • Banking Marketing
      • Financial mathematics
    • Customer account management (6 credits)
      • Marketing of savings, credit and insurance products
      • Taxation of the individual
      • Customer Risk Management
    • Semester 6 Pro License Customer Service Representative - Initial Training Option (30 credits)
    • Wealth Management (6 credits)
      • Transferable securities and stock market techniques
      • Transmission of property
      • Risk management and client portfolio development
    • Applications (6 credits)
      • English for banking and finance
      • Commercial negotiation and deed of sale
      • Business simulation game
    • Tutored project (6 credits)
    • Internship (12 credits)
    • LPro Alternating Opt Account Manager (60 credits)
    • Year Pro Degree Customer Service Manager Option Work-linked training (60 credits)
    • Semester 5 Licence Pro Client Manager Option Alternating Training (30 credits)
    • Customer account management (6 credits)
      • Individual customer, deposit account and savings products
      • Taxation of the individual
      • Loans to individuals
    • Economic environment (6 credits)
      • The monetary and financial system
      • Capital markets
      • Elements of contemporary economy
    • Risk Management (6 credits)
      • Customer Risk Management
      • Financial and risk management
      • Insurance of persons and property
    • Bank (6 credits)
      • Diagnosis and strategy
      • Banking innovations
      • The banking firm
    • Techniques and Methods (6 credits)
      • Banking Law
        • Banking Marketing
      • Financial mathematics
    • Semester 6 Licence Pro Client Manager Option Alternating Training (30 credits)
    • Wealth Management (6 credits)
      • Transferable securities and stock market techniques
      • Transmission of property
      • Risk management and client portfolio development
    • Applications (6 credits)
      • English for banking and finance
      • Commercial negotiation and deed of sale
      • Pricing
    • Additional EU
    • Property and personal insurance
    • Commercial negotiation and deed of sale
    • Customer Service Representative Pro Licence with Continuing Education Option (60 credits)
    • Year Pro Bachelor's Degree Customer Service Representative Continuing Education Option (60 credits)
    • Semester 5 Customer Service Representative Pro Licence Continuing Education Option (30 credits)
    • Economic environment (6 credits)
      • The monetary and financial system
      • Capital markets
      • Elements of contemporary economy
    • Risk Management (6 credits)
      • Economic and Financial Analysis
      • Financial and risk management
      • Insurance of persons and property
    • Bank (6 credits)
      • Diagnosis and strategy
      • Banking firm and banking innovations
    • Techniques and Methods (6 credits)
      • Banking law
      • Banking Marketing
      • Financial mathematics
    • Customer account management (6 credits)
      • Marketing of savings, credit and insurance products
      • Taxation of the individual
      • Customer Risk Management
    • Semester 6 Customer Service Representative Pro Licence Continuing Education Option (30 credits)
    • Wealth Management (6 credits)
      • Professional and private assets
      • Transmission of property
      • Risk management and client portfolio development
    • Applications (6 credits)
      • English for banking and finance
      • Commercial negotiation and deed of sale
      • Business simulation game
    • Tutored project (6 credits)
    • Mission in bank (12 credits)
  • Admission

    Who can apply?

    Students who have obtained a 2nd year bachelor's degree, BTS, DUT.

    How to apply?

    Depending on your registration system, different procedures are available to you.
    For more information at the time of your application, please consult the page dedicated to applications and registrations.

  • Practical information

    • Lectures: 382 hours
    • Tutorial: 94 hours
    • Internship: 16 weeks
    • Initial training: 7 months course, 4 months internship
    • Work-linked training: 15 days in the bank, 1 week at the Training Centre for the Banking Profession (CFPB), 1 week at the faculty
    • Continuing education: 2 and a half days per month for 10 months

    Work-linked training and continuing education are carried out in partnership with the CFPB.

CONTACTS

contact__name
Elisabeth
CALLANDRET BIGOT
contact__fonction
Lecturer