Specialist in finance and accounting (FPE)  (Region Westschweiz):
2 Provider

Finanzfachleute bei der Arbeit
Dein Diplom öffnet Türen
Teilnehmende der WKS Bern teilen ihre Erfahrungen
Preview of the video «Dein Diplom öffnet Türen»
Preview of the video «Dein Diplom öffnet Türen»
Preview of the video «Fachfrau / Fachmann Finanz- & Rechnungswesen mit eFachausweis»
Preview of the video «Fachfrau Finanz- & Rechnungswesen bei der AKAD»
to providers
(2)
Infos, tips & tests Video stories
(8)

Training providers in your region

Filter by teaching method:
Classroom (0) Hybrid (0) Other (0)
Toplisting
Address:
Jungholzstrasse 43
8050 Zürich
Preview of the video «Fachfrau Finanz- & Rechnungswesen bei der AKAD»
Preview of the video «Fachfrau Finanz- & Rechnungswesen bei der AKAD»
AKAD
(4.9) Good 166 166 Ratings (89% )
For more than 60 years, AKAD has been offering courses in secondary school and vocational baccalaureate, as well as in higher vocational education and training and continuing education. AKAD is a company of the Kalaidos Education Group.
Strengths: 60 years of experience - flexible learning despite family and career - above-average success rate - individual support
Region: Aargau, Basel, Bern, Liechtenstein, Ostschweiz, Westschweiz, Zentralschweiz, Zürich
Sites: Basel, Bern, Lausanne, Zürich
Next start date Next info event
Certifications, Memberships, Qualifications:
Bundesbeiträge
EFQM 2020
Online-Unterricht
Download info
Address:
Hirschengraben 43
6003 Luzern
Preview of the video «Fachfrau / Fachmann Finanz- & Rechnungswesen mit eFachausweis»
Preview of the video «Fachfrau / Fachmann Finanz- & Rechnungswesen mit eFachausweis»
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
Next start date
Certifications, Memberships, Qualifications:
Firmenangebote
Bildungsberatung
Bundesbeiträge
Blended Learning
eduQua
Innovative Ausbildungsmethoden
Online-Unterricht
Download info

Schulen mit zertifizierter Bildungsberatung

Questions and answers

In the case of a conventional face-to-face course, this usually involves around 8 hours per week at the school on site and 6 - 8 hours of self-study at home over one and a half to two years. Those who complete this continuing education, further training only as a specialist in finance and accounting self-study need to spend 14 to 16 hours a week accordingly. Learning then takes place via online tools, explanatory videos, financial simulations, infographics, etc. Incidentally, some schools offer the first part of the course as self-study and the rest as face-to-face teaching.

Those interested in further training as an accounting specialist would like to gain the following insights from an information event at the school:

  • Get 70 percent key data on the course
  • 63 percent Getting to know training methodology
  • 62 percent learn more about learning materials
  • 55 percent Getting to know the school
  • 53 percent Information on career opportunities
  • 35 percent Information on course evaluation and success rates for accounting specialists
  • 34 percent Clarify individual questions
  • 28 percent Conduct discussions with teachers
  • Conduct 24 percent graduate interviews
  • 23 Information on the Swiss education system
  • 16 percent View into the classroom

Finance and accounting specialists have the following responsibilities:

  • Middle management
  • Overall responsibility for finance and accounting (depending on the size of the company)
  • Possible link to the Head of Accounting and Controlling
  • Responsibility for the entire company when working independently
  • Very high level of responsibility towards the company, employees, suppliers and customers due to the handling of confidential data

A survey of training graduates provides a guideline for the time and effort required for the specialist certificate in accounting self-study. According to this survey, graduates of further education courses have made the following efforts:

  • 1 percent less than 1 h per week
  • 8 percent 1 to 2 h per week
  • 20 percent 3 to 4 h per week
  • 18 percent 5 to 6 h per week
  • 19 percent 7 to 8 h per week
  • 11 percent 9 to 10 h per week
  • 8 percent 11 to 15 h per week
  • 15 percent more than 15 hours per week

This learning content is covered in the Finance and Accounting Specialist course and tested in the professional examination:

  • Accounting
  • Taxes
  • Wages and social security

According to graduates, training as a finance and accounting specialist will enable you to achieve the following:

  • Thorough specialist training in finance and accounting
  • perform qualified activities in all areas of financial and operational accounting
  • also perform fiduciary duties competently and reliably
  • perform a management function in accounting as a specialist in finance and accounting in an SME or work as a commercial manager
  • Much of what you have learned can be used in everyday working life, e.g. payroll and social security, financial accounting, taxes, law and VAT law
  • receives good input and suggestions for the job
  • Very good targeted preparation for the Federal Diploma of Higher Education in Finance exam
  • Develop into an expert in the fields of fiduciary services, accounting and controlling, taxes or auditing

Professional experience for the specialist certificate in finance and accounting is verified on the basis of references or work certificates. These must provide evidence of the professional experience - with activities, duration of employment and details of the workload. They must be enclosed with the application for the examination.

Graduates of the specialist certificate in finance and accounting acquire comprehensive knowledge in the subjects of finance and accounting, taxes, law, wages and social insurance. They acquire the necessary specialist and practical skills to carry out qualified processing or a managerial function in the commercial sector or in the field of accounting or fiduciary services.

Holders of the federal certificate have sufficient professional experience as a finance and accounting specialist for qualified work in the field of accounting and controlling. Following the federal professional examination in finance and accounting, successful graduates are eligible to take the higher professional examination "Swiss Certified Expert in Accounting and Controlling".

The following admission requirements apply to the Federal Professional Examination in Finance and Accounting:

  • Federal Diploma of Vocational Education and Training (Federal VET Diploma), Baccalaureate,
    Specialized Baccalaureate, Advanced Federal Professional Examination (AFPE), certificate or diploma recognized by the examination board as an accounting clerk, Federal Professional Examination, Advanced Federal Professional Examination (AFPE), College of Higher Education, University or University of Applied Sciences and 3 years of professional experience in the field of finance and accounting with a workload of 80%.
  • or none of the above qualifications and 6 years of professional experience in finance and accounting with a workload of 80%

In addition to all the above conditions:

  • A computer science diploma recognized by the examination board
  • Online modules in the management area
  • No entry in the central criminal register in connection with the professional activity

SERI decides on the equivalence of foreign certificates or diplomas.

The tasks in Finance and Accounting Specialist jobs are:

  • Keeping business and financial accounts
  • Organizing and monitoring accounts receivable and accounts payable, monthly and quarterly reports
  • Prepare balance sheet, income statement and annual financial statements
  • Responsibility for the chart of accounts and the account assignment guidelines
  • In the area of operational planning and budgeting
  • Visualizing key figures and creating statistics and special accounts
  • Monitor the company's financing (ratio of equity, debt and cash management), review investments and their financial impact
  • Supporting company management with knowledge of financial markets for important decisions
  • Depending on the company and function, also processing leasing contracts and export financing dossiers or taking measures for consolidation
  • Pre- and post-calculations for products, services and customers
  • Collaboration on IT projects
  • Organization of documentation and archiving of data
  • Create a tax return
  • Responsible for payroll accounting
  • take a stand on issues relating to personnel and social insurance as well as labor law

The results of a survey conducted by Ausbildung-Weiterbildung.ch answer this question as follows: 68 % of respondents would like to see whether this course meets their needs. 19 %, on the other hand, say that the title of specialist in finance and accounting with a federal certificate is often requested in job advertisements. The course was actively recommended to 13% of survey participants. The additional comments from respondents revealed three further reasons for their interest in the finance and accounting specialist course:

  • Learning content - "It contains exactly the areas that I want to do during my working hours." and "Because I like working with numbers."
  • Confirmation of qualification - "My profession is accountant and I have been working as a chief accountant for many years. I would like to have my profession confirmed and improve my knowledge.", "I have already obtained a certificate in the same field in Spain.", "I have completed the Bilanzbuchhalter in Germany and would now like to work in Switzerland. My children are big enough (16, 14 and 13 years old)." and "Adaptation with diploma to my professional experience"
  • Expanding knowledge - "deepening existing specialist knowledge", "gaining more experience" and "I would like to expand my specialist knowledge and skills" and "I have already worked in accounting for 3 years. Now my husband is self-employed and I do his bookkeeping. I would therefore like to acquire more knowledge."

The following course content is taught in the finance and accounting specialist training course in preparation for the professional examination:

  • Financial accounting
    Accounting and financial statements as well as special problems such as restructuring and liquidation
  • Balance sheet and performance analysis
    Balance sheet and performance analysis, activity analysis, DuPont key figure system
  • Law
    Contract law, corporate law, debt collection and bankruptcy law, criminal law
  • Cash flow statement
    Financial plan and liquidity budget
  • Consolidated financial statements
    Consolidation techniques, legal basis, inclusion of subsidiaries
  • Operational accounting
    Cost accounting and calculation: elements, data collection and evaluations
  • Financial management
    Cash management, financing, derivatives
  • Investment calculation
    Static and dynamic methods
  • Organization
    Structural and process organization, data security and retention obligations, internal control system
  • Taxes
    Value added tax, withholding tax, direct and other taxes, double taxation agreements
  • Wages and insurance
    AHV / IV / EO / FAK / ALV, UVG, KTG and BVG as well as property insurance

Our survey of graduates provided answers to the question "What are the benefits of further training?" (multiple answers possible):

  • 66 percent Expansion of technical skills
  • 25 percent increase in self-confidence
  • 24 percent increase in confident appearance
  • 23 percent better self-management
  • 16 percent wage increase
  • 12 percent Improvement in teamwork skills
  • 11 percent Optimization of time management skills
  • 9 percent Achievement of a promotion

 

With the FA Finance and Accounting course, you can expand your skills, gain more self-confidence, improve your self-management and sell yourself better as a specialist.

The education platform Ausbildung-Weiterbildung.ch surveyed people interested in continuing education in finance and accounting and the results were as follows:

  • 58 % act on the basis of an online evaluation
  • 23 % make a request to schools on recommendation
  • 19 % requested schools that they already knew beforehand

The following answers were given when respondents were given the opportunity to state other reasons why they had enquired about the specialist finance and accounting course:

  • Locality - "close to home", "nearby" and "I need to find a school in Canton Zug"
  • Forms of teaching - "Because you can attend school in distance learning", "Online teaching", "Distance learning possible", "I don't necessarily want to have to attend face-to-face classes anymore" and "eLearning"
  • Lesson days - "Saturday course" and "read all offers and this school suits me best (flexible)"
  • Lesson times - "Evening classes" and "Entry possible at any time"
  • Educational offer - "Because the school offers this training"
  • Method of finding - "Google", "I looked on the Internet", "Internet", "Ausbildung-Weiterbildung.ch" and "by chance via job advertisement"
  • Quality and reputation - "I will complete further training in finance and accounting. Your school is in Winterthur and has a good reputation."
  • Job advertisement - "accidentally via job advertisement"

The continuing education, further training for the Federal Professional Examination in Finance and Accounting is suitable for people who work in the fields of accounting, fiduciary services or taxes at clerk level. The continuing education, specialist in finance and accounting provides the necessary professional competence to take on a managerial role in business or administration in the aforementioned professional fields.

Tips, tests and information on "Specialist in finance and accounting (FPE)"

Is accounting my calling?
» Test your accounting vocation here
How well known is the Federal Diploma of Higher Education in Finance and Accounting among potential employers?
» Awareness and image
What wage increase can I expect after completing the course?
» Wage information, wage calculator
What can graduates do after completing the course? What will I gain from continuing education, further training?
» Skills and perspectives
Is the "Specialist in Finance and Accounting" course the right one for me?
» Self-test: Do I belong to the target group, can I graduate?
What are the advantages of the "Specialist in Finance and Accounting" course?
» 10 advantages
What are the disadvantages of continuing education, further training?
» 4 Disadvantages
Overview of professions and continuing education, further training in accounting
» Compendium / Educational Guide Accounting, Controlling, Fiduciary and Taxes
What is required in finance and accounting specialist jobs? How are the activities divided up?
» Information from job advertisements

Infographic "Finance and accounting training and further education"

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

Do you know your options for training or further education in finance and accounting? We will show you where you stand in the Swiss education system 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.

Educational counseling online

Experiences, evaluations and opinions on training/continuing education, further training

Preview of the video «4 Schritte zur richtigen Weiterbildung»
Preview of the video «Der Weg vom Detailhandel zur Fachfrau / Fachmann Finanz- und Rechnungswesen»
Preview of the video «Kunden im Finanzwesen kompetent beraten dank dem eidg. Fachausweis in Finanz- und Rechnungswesen»
Preview of the video «Facts zur Weiterbildung Fachfrau / Fachmann Finanz- und Rechnungswesen mit eidg. Fachausweis»
Preview of the video «Fachfrau / Fachmann Finanz- & Rechnungswesen mit eFachausweis»
Preview of the video «Fachfrau Finanz- & Rechnungswesen bei der AKAD»
Preview of the video «Fachleute Finanz- und Rechnungswesen: 5 Vorteile, 4 Nachteile»
Preview of the video «Dein Diplom öffnet Türen»

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.

Attraktive Services für SKO Mitglieder

Kostenlose Services

» Bildungsberatung (Wert: CHF 150.–)
Bildungs- und Businessratgeber (Wert: CHF 175.–)

» Rabatte

Attraktive Rabattierungen seitens der Bildungsanbieter.

Massgeschneiderte Bildungsangebote

Ohne grossen Zeitaufwand den besten Trainer, Coach oder Schulungsanbieter finden

Bildungsangebot Schweiz

Aus über 700 Bildungsanbietern das richtige Bildungsangebot finden