Logo Groupe Scolaire SFDA

This one-year, in alternating, after a BTS or a Bac +2, is attached to the CFA of St Paul-Bourdon-Blanc in Orléans and in partnership with the ESA of Paris.
The European level 6 Head of Insurance & Banking Clients professional certification is aimed at future insurance and banking professionals. This title focuses on the relational and commercial approach that the alternant will acquire through practical exercises. It makes it possible to practise the profession by possessing the essential fundamentals of insurance and banking in order to cover all the needs of customers, both in the field of guarantees of their property and their responsibilities, and of the investment of their savings. 24 places are available for this year in alternance, in Bachelor CCAB at the top pole Sainte Marguerite in Chambray les Tours.

Icône admission


Pre requisite

Hold a BTS or Bac +2.
- Ability to work in a team environment
- Have interpersonal skills
- Organizational skills and a sense of responsibility
- Focus on insurance and personal protection activities.

Admission requirements

Admission on file, interview, holder of a Bac +2.

Icône Objectifs pédagogiques

Our journey terms

Duration of formation

- from September to August,
- 532 hours of training at the top pole Ste Marguerite

Type of contract



1 to 3 weeks in a company or at the top pole Ste Marguerite (UFA)

Formation price

Free for the alternants.
Support is provided by FRANCE COMPÉTENCES and managed by the skills operator (OPCO)

Number of participants

24 students maximum

Icône Atouts

Our strengths

Offre de formation diversifiée

Diversified training offering

Accompagnement personnalisé

Personalized support

Structure à taille humaine

Human-sized structure

Ancrage réalité professionnelle

Anchored in professional reality

Partenariats locaux et internationaux

Local and international partnerships

Icône Enseignement

Our teaching

Skills block 1

Organize your business prospecting activity as part of your Bank insurance products and/or services with a targeted clientele.

Skills block 2

Welcome, inform and analyze the client’s context and needs.

Skills block 3

Advice and sale of services adapted to clients in insurance and banking.

Skills block 4

Loyalty and development of the client portfolio in a principle of continuous improvement.

Skills block 5

Event assurance

Professionel memory

Projet professional

Grand oral

TOEIC (800 pts)

Play Video about Pôle supérieur Ste Marguerite

Présentation du pôle supérieur Ste Marguerite en vidéo.

Icône Schéma des études

Outline of studies

Schéma des études bachelor CCAB
Icône Débouchés professionnels

Professional opportunities

  • General Insurance Agent
  • Insurance broker.era
  • Account Manager in an insurance company
  • Account manager in a network bank
  • Professional Banking Advisor
  • Personal banking adviser


Icône Stages

Les stages

2 semaines de stage obligatoires en 1re année et 12 semaines de stage en 2e année. 

Icône Localisation


Top pole Ste Marguerite

1 rue Horizon Vert
37176 Chambray-lès-Tours
Phone: +332 47 74 80 04
E-mail: alternance@sfda37.fr

If you have a disability, contact our coordinator at +337 67 48 62 02

Logo ESA - Ecole Supérieure d'Assurances
Logo du centre de formation de Saint Paul Bourdon Blanc

Certified level 6 in partnership with the Ecole Supérieure d’Assurances.

© Photo : Tierra Mallorca, Siyuan et Kobu Agency – Unsplash, groupe scolaire St François d’Assise et DR

Je m'inscris

Contactez Madame CONSTANTIN : alternance@sfda37.fr
ou téléchargez le dossier de candidature

This will close in 0 seconds