A higher education diploma preparing students for sales and consulting careers in the banking and insurance sectors. It trains future advisors to manage client portfolios and provide financial solutions.
The European Bachelor in Banking and Finance is a higher education diploma that prepares students for careers in sales and consulting within the banking and insurance sector. The program trains future account managers (for private individuals or professionals) and banking advisors. The training focuses on the banking, legal, and tax environment, the management and development of a client portfolio, and the analysis of financial situations with a view to granting loans or proposing investments. Students learn to market products and services while strictly adhering to the ethical and regulatory framework of the profession.
Portfolio Management: Managing and developing portfolios for private and professional clients.
Financial Analysis: Analyzing client financial situations and assessing credit risks.
Sales & Marketing: Marketing banking products, insurance, and savings plans.
Compliance: Applying legal, tax, and banking regulations.
Advisory: Providing financial advice on investments and financing.
Unit A: European Culture and Citizenship.
Unit B: Modern European Language (Financial English).
Unit D (Professional Techniques):
The Banking, Legal, and Tax Environment.
Management of Private Individual Accounts (Particuliers).
Management of Professional Accounts (Professionnels).
Banking Operations and Financing (Loans).
Savings, Insurance, and Financial Markets.
Academic: Accessible to students with a Bac+2 degree (120 ECTS) in Commerce, Management, Economics, or Banking.
Skills: Requires an aptitude for numbers, negotiation skills, and interest in financial markets.
Professional: Open to banking employees wishing to validate their experience (VAE).