PROFESSIONAL DEGREE IN INSURANCE, BANKING AND FINANCE: ACCOUNT MANAGER

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Diploma
BAC+3
Input level
BAC+2
Duration
1 year
Graduate
Yes
Locations
Hannah Arendt Campus - Chabran - FTLV
Study plan
Continuous, Part-time
Compulsory work placement
Work-linked training: apprenticeship or professionalisation contract with a company
Continuing education: minimum 13-week work placement
Cost of training

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Sector
Banking, insurance, finance
Training brochure
Success rate
Satisfaction rate

Presentation

IMPORTANT: NO SESSION IN 2025-26

Please note that there will be no training session for the Licence Professionnelle Assurance Banque et Finance at the start of the new academic year in September 2025. There are no other degrees in this field on offer at the University at the moment.

Presentation:

The Insurance Banking Finance/Customer Relationship Manager vocational degree trains advisers in the banking sector. This course benefits from a partnership with the École supérieure de la banque (ESB). The course alternates between university and company (20 weeks at the IUT and 32 weeks at the company). Students are salaried employees under an apprenticeship contract throughout the course.

Admission requirements :
Applicants must hold a 2-year higher education diploma (DUT, BTS or L2) or have obtained validation of professional and personal experience (VAPP). The course is also open to company employees, employees on individual training leave and jobseekers. Students entering the programme mainly come from BTS (58%), DUT (18%), licence 2 (7%) and other courses (17%). The list of candidates selected by the course's teaching staff is passed on to the professionals, who invite the candidates for job interviews.

Target skills :
The aim of the Insurance, Banking and Finance degree is to train middle managers capable of :
- Analysing customer behaviour and asset profiles
- Identify and propose solutions tailored to each profile (credit, investments)
- Analyse customers' assets and draw up personalised balance sheets
- Conducting sales meetings, developing a consultative approach to commercial relations, practising commercial negotiation and working as part of a team, calling on experts where necessary
- Master canvassing operations to develop your portfolio and build customer loyalty
- Mastering the tax rules applicable to private individuals
- Manage individual accounts, promote banking products, include credit and insurance offers in proposals sent to customers, monitor portfolio accounts, prevent and manage risks.
- Marketing banking and insurance products

Domain: Lifelong Learning

Description : The Lifelong Learning department promotes professional integration and social advancement. It enables employees or jobseekers to resume their studies throughout their lives in order to improve their skills or enhance their professional experience through diploma, certificate or qualification courses, as well as through the Validation of Acquired Experience (VAE) or Professional Experience (VAP).

Director : Nabila Bellamine

Teaching and laboratory team

Chrissoula Tsiknaki
Pascal Quidu
Agnès Paradas
General diagram of the domain Curriculum diagram RNCP skills correlation table Outline of the course

Admission

Admission requirements

Bac +2 (DUT TC, GEA, GACO - BTS MCO, NDRC, CGO)
L2 AES, LEA, Law

You can apply online by clicking on the following link: Application form
This text will be updated shortly.

Courses and levels

The models are currently being updated.

LIC PRO PRIVATE CLIENT

Manager: Chryssoula Tsiknaki Voir le courriel

Job opportunities

- Individual Banking Customer Development Officer
- Personal banking client manager
- Micro-credit advisor
- Savings advisor
- Financial asset management advisor
- Pension advisor
- Insurance customer advisor

Lifelong Learning

Relais Handicap

Training accessible to people with disabilities. Contact the Relais Handicap :
univ-avignon.fr/campus/accessibility/disability/

The SFTLV has a disability advisor:
accueil-fc@univ-avignon.fr
04 32 74 32 20

Applications

Application for registration 2024-2025 (univ-avignon.fr)

Service open from 21-03-2024 to 15-05-2024

 

Contact

Lifelong learning
1 Avenue de Saint Jean
84000 Avignon
Phone: +33 04 90 16 29 92

sec-lpro-abf@univ-avignon.fr

 

Important documents and links

Once you have registered, you will be asked to use the Digital Working Environment (ENT). Find out how to use it: Digital Working Environment (ENT)

Continuing education rate

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Practical information

Lifelong Learning

 

 

Find out more

Contact

Practical information
Lifelong Learning Service

1, Avenue de Saint Jean

84000 AVIGNON

Tel.: 04.32.74.32.20

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