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This one-year, in alternating or full time, 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 or full time, in Bachelor CCAB at the campus Ste 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

- Être âgé de 16 à 29 ans (au-delà pour les personnes RQTH). - Admission on file, interview.
- Be 16 to 29 years old (beyond for RQTH people).

Icône Objectifs pédagogiques

Our journey terms

Duration of formation

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

Type of contract

Learning or full time


For alternate: 1 to 3 weeks in a company or at the campus Ste Marguerite (UFA)

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 campus Ste Marguerite en vidéo.

Icône Schéma des études

Outline of studies

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


Formation rate

2023/2024, excluding MSC insurance, BVE contribution:

– full time: €5,000

– Alternate: supported by OPCO


Icône Stages

Les stages

Full-time: 12 weeks.
Alternance: not identified

Icône Localisation


Campus Ste Marguerite

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

Disability coordinator*
E-mail : vipericard@stpbb.org

*The training center welcomes individuals with disabilities, thereby aligning with the provisions of Law No. 2018-771 of September 5, 2018, concerning the freedom to choose one’s professional future. It offers:
• Facilities accessible to people with reduced mobility (PRM)
• Reception by a designated disability liaison
• Adaptation of the training program
• Close collaboration with partners and stakeholders involved in the training process.
The disability liaison:
• Provides personalized and tailored assistance as per individual needs
• Acts as a liaison with host organizations
• Ensures follow-up and support throughout the apprenticeship contract.

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

Certified level 6 in partnership with the Ecole Supérieure d’Assurances.
The Bachelor’s Degree in Chargé(e) de Clientèles en Assurance et Banque is a level 6 qualification accredited by the National Directory of Professional Certifications (NSF code 313, as per the decision of the General Director of France Competences dated March 2, 2020).

© 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

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