Fiduciary and Advisory Specialist with Federal Diploma of Higher Education (FPE) (formerly Fiduciary (FPE))  (Region Tessin):
1 Provider

A fiduciary with a Federal Diploma of Higher Education (now a fiduciary and consulting specialist) advises companies and private individuals on financial and legal matters.

The tasks of a trustee with a Federal Diploma of Higher Education include in particular

• Management of financial and payroll accounting
• Preparation of tax returns and financial statements
• Advice on business management issues

It also provides support with start-ups, restructuring and succession planning. The job requires a high level of professional competence, accuracy and customer orientation. A fiduciary with a Federal Diploma of Higher Education often works independently or in specialized companies. Find out about continuing education, further training and areas of employment in order to choose the right career path.

The following skills are acquired with a fiduciary training course with a federal certificate:

• Employment middle management
• Professional and personal leadership skills
• If self-employed: Management of your own office

The following responsibilities can be taken on after the trustee training with professional examination:

• Management functions in trust or auditing companies
• Leading function in internal audit
• Management function in public administration
• Bearing responsibility for small and medium-sized mandates
• Be responsible for your own office if you are self-employed
• Handling confidential data requires a strong relationship of trust between all parties involved

The Fiduciary with Federal Diploma of Higher Education (now Fiduciary and Consulting Specialist) examines practical specialist areas.

The Trustee with Federal Diploma of Higher Education continuing education program includes the following examination subjects:

• Finance and accounting
• Taxes for individuals and legal entities
• Legal basis
• Fiduciary practice and consulting

The aim is to provide evidence of sound specialist knowledge for the professional support of customers. The content is demanding and highly practice-oriented. The Trustee with Federal Diploma of Higher Education prepares you specifically for responsible activities. Find out about the exam structure and preparation options at an early stage.

Continuing education, further training to become a fiduciary with a Federal Diploma of Higher Education takes place on a part-time basis and lasts five months. Those who pass the Federal Professional Examination receive the fiduciary certificate. This confirms your professional competence in the fiduciary sector. Ask the training institute of your choice about the valid duration.

The basic requirement for participation in the Federal Diploma of Vocational Education and Training in Fiduciary Services is a Federal Diploma of Vocational Education and Training, a school-leaving certificate, a vocational baccalaureate certificate, a vocational baccalaureate certificate or an equivalent certificate. In addition, at least four years of professional experience after the basic training as well as passing the admission examination or an equivalent examination for the examination for the federal fiduciary certificate are required. In addition, there must be no entries in the central criminal register that would impair the fiduciary activity.

The following advanced courses can be attended by fiduciaries with the Swiss Federal Professional Diploma in Fiduciary Studies:

• Specialized courses or seminars
• Higher professional examination as a fiduciary expert HF or auditor HF
• Postgraduate courses at universities of applied sciences or universities of applied sciences

Fiduciaries with a federal certificate work in public administrations, trust companies, banks and SMEs. Specialists with a fiduciary certificate also have the opportunity to set up their own fiduciary office.

Yes, the Federal Diploma of Higher Education in Fiduciary Services (now known as the Fiduciary and Advisory Specialist) can be retaken if you fail.

It is generally possible to retake the Federal Diploma of Higher Education in Fiduciary Services, subject to certain deadlines and maximum numbers of retakes. Candidates may:

• individual examination subjects or
• take the entire exam again

Targeted preparation for the repeat exam is recommended, as the requirements are high. Many use additional courses or exam training to consolidate their knowledge. The Federal Diploma of Higher Education in Fiduciary Services is considered demanding, but offers good career opportunities. Find out about the formal requirements and preparation options at an early stage.