IPIATE
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Management & Accounting
Bac+2

DTS — Banking and Insurance Products Advisor

Advise individuals and businesses on banking and insurance products.

Overview

A client-oriented program covering banking fundamentals, insurance, compliance and sales techniques.

Objectives

  • 1Understand banking and insurance products.
  • 2Advise clients with full compliance.
  • 3Build commercial skills.

Modules

  • Economics and banking environment
  • Banking products
  • Insurance products
  • Client relationship and sales
  • Compliance and AML
  • Company internship

Admission requirements

  • Baccalaureate or equivalent, subject to file review.

Career opportunities

  • Account advisor
  • Insurance advisor
  • Banking call advisor

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