Trustee (BP)  (Region Virtuelles Klassenzimmer):
1 Provider

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The following list shows you suitable providers of fiduciaries with a Federal Diploma of Higher Education:

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Address:
Hirschengraben 43
6003 Luzern
eCertificate
eFachausweis is your partner for personal, competent and flexible online preparation for the professional examination.

We believe in contemporary and individualized higher vocational education and training. For us, contemporary means that we make use of current and future learning opportunities. These opportunities pave the way for personal, competent and flexible preparation for the professional examination.

Individualization is reflected in our offers and services. For example, depending on your needs and course, you can prepare for the professional examination either completely independently or in a class group. You will receive individual support from experts in the mentoring learning program. We offer you the opportunity to create your own personal examination documents for various courses.
» Company conditions and cooperation opportunities
Strengths: Thanks to online teaching with 100% flexibility, you can obtain a federally recognized certificate.
Region: Aargau, Basel, Bern, Liechtenstein, Ostschweiz, Tessin, Virtuelles Klassenzimmer, Westschweiz, Zentralschweiz, Zürich
Sites: Online
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Certifications, Memberships, Qualifications:
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Questions and answers

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 professional examination (BP) for fiduciaries with a federal certificate can be retaken up to two times. Only those parts of the examination that are not completed with a grade of at least 5.0 in the first or second examination "Fiduciary with Federal Professional Diploma" will be repeated.

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

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 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

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.

A fiduciary with a federal certificate of competence has the necessary skills to carry out demanding tasks in fiduciary services and business and management consulting. He or she advises private clients as well as SMEs on accounting, fiduciary services, taxes and auditing. The tasks of fiduciaries include keeping financial accounts, assisting with or preparing annual and interim financial statements, keeping business accounts, preparing tax returns, checking assessments, representing clients before the authorities, recording VAT matters, making declarations and checking the plausibility of VAT statements. Her tasks also include carrying out limited audits, supporting clients with legal issues, managing payroll accounting and making declarations as well as providing support with personnel administration.

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.

During the professional examination (BP) after training to become a federally certified fiduciary, a total of five parts are examined, with the exception of the "Management and business consulting" part of the examination, which is also examined orally, and all the others are exclusively written / practical: accounting, taxes, auditing. All five parts of the examination are weighted equally.

Tips, tests and information on "Trustee (FPE)"

How well known is the "Fiduciary (FPE)" qualification among potential employers?
» Awareness and image
What wage increase can I expect after completing the course?
» Wage information
What will I learn on the course? What can I do as a "Fiduciary (FPE)"?
» Skills and competencies
What opportunities does the Federal Diploma of Higher Education open up for me?
» Prospects and further training opportunities
What personal experiences have previous participants had with the course?
» Evaluation of training / experience
Test: Will I be admitted to the course and examination? Will I graduate as a fiduciary with a Federal Diploma of Higher Education?
» Trustee self-test (FPE)
List of professions in the fields of accounting, fiduciary services and taxes. Educational guide with detailed descriptions of training and continuing education, further training.
» Guide to accounting, controlling, fiduciary services and taxes
What is required in the trustee job? How are the activities divided up?
» Information from job advertisements

Infographic "Accounting & fiduciary training and further education"

Find the right educational level and qualification immediately with Ausbildung-Weiterbildung.ch!

Are you considering your options for training or further education in the accounting and fiduciary sector? We will show you where you stand in the Swiss education system as a fiduciary and what higher levels and qualifications are available.

Download infographic immediately free of charge

Redaktionelle Leitung:

Stefan Schmidlin, Bildungsberatung, Content-Team Modula AG

Quellen

Website des Schweizerischen Sekretariats für Bildung, Forschung und Innovation SBFI , Website www.berufsberatung.ch (offizielles schweizerisches Informationsportal der Studien-, Berufs- und Laufbahnberatung) sowie Websites und anderweitige Informationen der Berufsverbände und Bildungsanbieter.

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Erfahrungen, Bewertungen und Meinungen zur Ausbildung / Weiterbildung

Preview of the video «4 Schritte zur richtigen Weiterbildung»
Preview of the video «Warum Ausbildung-Weiterbildung.ch? Bildungsportal mit top Service für Bildungsinteressenten»
Preview of the video «Trustee: 5 advantages, 4 disadvantages»

Haven't found the right training or further education yet? Benefit from educational advice now!

Further training is not only important in order to maintain or increase professional attractiveness, investing in training or further training is still the most efficient way to increase the chances of a pay rise.

The Swiss education system offers a wide range of individual training and further education opportunities - depending on your personal level of education, professional experience and educational goals.

Choosing the right educational offer is not easy for many prospective students.

Which training and further education is the right one for my path?

Our education advisory team will guide you through the "education jungle", providing specific input and relevant background information to help you choose the right offer.

Your advantages:

You will receive

  • Suggestions for suitable courses, seminars or training programs based on the information you provide in the questionnaire
  • An overview of the different levels and types of education
  • Information about the Swiss education system

We offer our educational counseling in the following languages on request: French, Italian, English

Register now and concretize your training plans.

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