Licence professionnelle Assurance, banque, finance : chargé de clientèle – parcours Banque at Université d'Évry Paris-Saclay

Programme overview

The licence professionnelle aims at professional entry into a bank or insurance branch as a customer adviser managing a portfolio of private clients. Students are work-study trainees (apprenticeship or professionalisation contract), trained to advise and follow clients and identify their needs. Delivered at the IUT in Evry (Techniques de Commercialisation department) in partnership with banking and insurance firms. RNCP40193.

Faculty: Institut Universitaire de Technologie (IUT) | Department: Techniques de Commercialisation | Duration: 1 year | Study mode: co-op (work-study); taught in French | Intake: September | Location: Évry-Courcouronnes, Île-de-France, France

Career pathways

Private-client account manager, customer adviser, sales manager in banking, wealth adviser, insurance adviser, insurance account officer; success rate above 90 percent.

Official programme page

Application information

Entry requirements

Applications for 2026/2027 through eCandidat. Candidates under 30 seeking an apprenticeship apply directly through eCandidat; candidates with two or more consecutive years out of study apply through the continuing-education service. Admission to the work-study route also depends on signing an apprenticeship or professionalisation contract with a host company. Selection is in stages: pre-selection on file (L1/L2, DUT or BTS transcripts, CV, motivation letter), then a recruitment day with interview and psychometric tests. Open to holders of a Bac+2 in the tertiary sector (tertiary DUT, L2 or L3 in economics and law such as AES, tertiary BTS, or a European or foreign diploma validated by the IUT commission).

Intake: September

Duration: 1 year

Apply through the official page: https://candidature.univ-evry.fr/ecandidat/#!accueilView

Business