Fiduciary clerk (certified) (Region Bern):
4 Provider
Sofort zur richtigen Weiterbildung
Education location / Schools Bern
Questions and answers
What does a fiduciary clerk earn?
The salary or salary development depends on various factors, such as the industry, region, size of the company, professional experience, previous education and age. In terms of salary, the question of whether a new position and function in the previous or another company will be taken up with the degree is also decisive.
You can calculate your personal salary opportunities with "Salarium", the federal government's salary calculator.Click here for the wage calculator.
For which target group is the fiduciary clerk course recommended?
Fiduciary clerk training, further education with an edupool.ch diploma is aimed at people who are looking to enter the fiduciary profession and have already completed professional training. This further education course is also suitable for employees from the fiduciary sector who wish to acquire in-depth knowledge, as well as for people from related professional fields such as administration, insurance or accounting. This course can also be an enrichment for institutional and private asset managers and for prospective self-employed persons, as well as for people who are working towards a federal examination.
What does a fiduciary clerk do?
A fiduciary clerk has the following tasks:
- carry out payroll accounting for customers or clients
- Supervision of personnel administration
- Operational work in financial and operational accounting
- Assistance with the preparation of interim and annual financial statements
- Completing tax returns
What content is taught in the further training course for fiduciary clerks?
The fiduciary clerk training with eduool.ch diploma includes four compulsory subjects. These subjects are: Taxes and Law Basics, Taxes, Law, Linking and Consolidation. This includes content such as the structure of the legal system, general legal principles, the Code of Obligations, income tax without self-employment, wealth tax, types of tax, income tax for natural persons (in accordance with the DBG and StHG), cantonal taxes, principles of taxation for legal entities (in accordance with the DBG and StHG), Profit tax for corporations (according to DBG and StHG), capital tax for corporations (according to StHG), withholding tax (according to VStG), third-party comparison principle, introductory articles of the ZGB and personal law, ZGB family law, ZGB inheritance law, OR individual contractual relationships, company law, debt collection and bankruptcy law. In addition, the acquired theoretical knowledge is put into practice.
What tasks are involved in fiduciary clerk jobs?
The following tasks are required for fiduciary clerks in fiduciary clerk jobs:
- Managing customer accounts
- Keeping financial accounts
- Preparation of interim and annual financial statements
- Payroll accounting incl. human resources
- VAT settlements
- Tax returns for individuals and legal entities
- Discussion of the annual financial statement and tax return with the client
- Control of tax assessments / invoices
- Completion of tax requirements (in consultation with the Tax department)
- General fiduciary work and support for the client managers
What further training can I start after becoming a trust officer?
After completing the further training course for fiduciary clerks with an edupool diploma, you can start courses to become a fiduciary with a federal certificate or a specialist in finance and accounting with a federal certificate. Various clerk courses are also available, for example in the areas of human resources, real estate management or social insurance. With an edupool.ch diploma, you can also complete further training to become a payroll expert.
What skills do graduates of the fiduciary clerk training and further education program have?
A fiduciary clerk training course provides extensive basic knowledge in the fiduciary sector. This enables graduates to routinely solve a wide variety of tasks, including job-specific tasks, in fiduciary practice, apply the theoretical knowledge they have acquired in practice, think and act in a market- and customer-oriented manner, apply methods and instruments in a targeted manner and begin the skills required for a further training course at specialist certificate level.
What qualification do fiduciary clerks obtain?
Depending on the training course, graduates of the fiduciary clerk course receive either an internal school certificate or the "Fiduciary clerk edupool.ch" diploma from the Swiss Commercial Association and EXPERTsuisse, the leading association for auditing in Switzerland.
Fiduciary clerk: How long does the training program for fiduciary clerks take?
Depending on the school, continuing education, further training to become a fiduciary clerk can take different lengths of time, usually between 1 and 2 semesters. The fiduciary clerk course consists of various modules, which can also be attended individually. Ask the training institutes about the specific courses on offer.
Fiduciary clerk training, continuing education, further training: What are the admission requirements for fiduciary clerk training?
The admission requirements for the trust officer training are:
- Successful completion as an accounting clerk edupool.ch / accounting clerk edupool.ch or equivalent previous knowledge
- At least two years of general professional experience
- Good written and spoken German (level C1)
- In addition, for admission to the final examination: regular attendance at classes of at least 80%.
Other important personal requirements for training as a fiduciary clerk are
- analytical skills
- strong sense of responsibility
- Service awareness
- Good knowledge of business administration
- Good knowledge of accounting
Tips, tests and information on the "Fiduciary clerk with Edupool certificate" course
Erfahrungen, Bewertungen und Meinungen zur Ausbildung / Weiterbildung
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