ECTS
60 credits
Duration
2 semesters
Component
Faculty of Law, Economics & Management
Location(s)
Orleans
Presentation
The Professional Degree Banque program is designed to train multi-skilled, upwardly-skilled "individual" customer advisors.
Three objectives are therefore sought:
- acquire a solid business culture
- consolidate technical banking knowledge relating to the retail market
-*develop your potential in behavioral and commercial areas
e-candidat opening dates 10/02//2025 to 22/03/2025, details on the following page:
Skills
Skills acquired
This professional sells financial products and services in bank branches.
They welcome, visit, canvass and develop a clientele of existing or potential private customers, who make up their business.
They respond to credit requests and offer products and services tailored to customers' needs. They carry out simulations and help customers choose the best investments.
They can also provide day-to-day counter services (transfers, checks, etc.) in small branches.
Useful contacts
UFR DEG International Relations Office :
https://www.univ-orleans.fr/fr/deg/international
international.deg@univ-orleans.fr
Tel: +33(0) 2 38 49 47 30
ORIENTATION AND
PROFESSIONAL INSERTION
DOIP
02 38 41 71 72
doip[at]univ-orleans.fr
Organization
Special features
- Training is provided jointly by the university and CFPB teaching teams.
- 1-year apprenticeship or professionalization contract
- Employer-funded training
- 15 days at the training center and 15 days at a banking company
Program
The two-week in-company periods are alternated with two-week training periods, including one week at the CFPB in Orléans and one week at the University. This model is repeated throughout the academic year.
Professional Degree Insurance Banking Finance
Customer advisor for the retail market (Apprenticeship)
|
Teaching unit |
Coefficient/Credits |
Hours Lecture courses |
|
Annualized teaching | ||
|
Block 1 - Banking environment | ||
|
UE 1 - Theoretical skills | ||
|
Introduction to economics |
1 |
16 |
|
The French banking system |
2 |
14 |
|
The banking firm |
2 |
14 |
|
Household socio-economics |
1 |
16 |
|
Capital markets |
2 |
14 |
|
Income and wealth taxation |
2 |
16 |
|
Financial and risk management |
2 |
14 |
|
Property law |
2 |
15 |
|
Banking law |
2 |
15 |
|
Insurance |
2 |
14 |
|
UE 2 - Cross-disciplinary skills: professional, digital and linguistic environment | ||
|
Financial reasoning (financial mathematics) |
2 |
16 |
|
CSR & Green Finance |
2 |
16 |
|
Banking English |
2 |
15 |
|
Block 2 - Practical banking environment (CFPB) - 24 ECTS | ||
|
UE 1 - Managing customer/prospect relationships in a banking environment |
Validation of the UE : 6 ECTS | |
|
Module 1: triggering awareness |
- |
21 |
|
Module 2: qualifying customer projects |
- |
35 |
|
EU 2 - Advising customers / proposing banking solutions |
Validation of the UE : 13 ECTS | |
|
Module 1: deciding whether to enter into a relationship |
- |
14 |
|
Module 2: identifying solutions |
- |
42 |
|
Module 3: dealing with financing requirements |
- |
28 |
|
Module 4: Winning over customers and ensuring follow-up |
- |
21 |
|
EU 3 - Contributing to your bank's bottom line |
Validation of the UE : 5 ECTS | |
|
Module 1: Activating development levers |
- |
14 |
|
Module 2: developing customer satisfaction |
- |
21 |
|
Module 3: contributing to GNP growth |
- |
14 |
|
Block 3 - Tutored project | ||
|
Methodology |
- |
10 |
|
Tutored project follow-up |
6 |
- |
|
Oral presentation |
4 |
- |
|
Professional activity report (Bank) |
2 |
- |
Admission
Admission requirements
Applicants for this course are graduates of DUTs and BTSs in commerce and management, or students who have completed the first two years of a Licence Economie-Gestion, Gestion or Droit. Last but not least, the program also takes on a few students who have graduated from various courses of study unrelated to the disciplines taught in Professional Degree banking, but who have demonstrated excellent motivation and ability to succeed.
How to register
And then
Further studies
The diploma is not intended to give access to a higher level of study. However, some very good students are admitted to the Master CCPRO (Conseiller Clientèle de Professionnel) program, about 2/3 a year out of a class of around 30 students.
Professional integration
This professional can apply for the following jobs:
Advisor-manager for individual customers, with the possibility of moving up to "upscale" or professional customers.