Trustee with Federal Diploma of Higher Education: providers, information, tips, self-test, FAQs

Eine Treuhänderin im Gespräch mit einem Kunden
to providers
(8)
Infos, tips & tests Video stories
(2)

Fiduciary with Federal Diploma of Higher Education: Bookkeeping and payroll administration for companies

The "Fiduciary (FPE)" course is aimed at people with basic commercial training or comparable knowledge who wish to develop their skills in accounting and payroll administration and offer their skills to other companies in a fiduciary capacity. The courses are designed to be part-time and prepare students specifically for the Federal Professional Examination in 5 semesters. The fiduciary degree with Federal Diploma of Higher Education offers good career opportunities and enables entry into further training, e.g. as a fiduciary expert or auditor.

Download checklists

Checklist «Finding the right further training» » download here

Checklist «Choosing the right school» » download here

Trustee with Federal Diploma of Higher Education - qualified and sought-after specialists

Are you considering taking a Federal Professional Examination in the fiduciary field?

The five-semester, part-time specialist course to prepare for a degree as a fiduciary with a Federal Diploma of Higher Education is considered an ideal springboard for a long and successful career in the fiduciary sector.

 

After graduating at this level, experienced fiduciaries with a Federal Diploma of Higher Education are free to offer the following services either independently or in a fiduciary office as a sought-after and competent point of contact:

 

Accounting and auditing:

They take care of smooth bookkeeping on behalf of the company and prepare the operating and cost accounts with contribution margin calculations. They also prepare annual financial statements (financial statements) consisting of profit and loss accounts as well as current balance sheets, investment calculations, etc.

 

Management consultancy:

Once the various key figures have been compiled, the trustees evaluate them, weigh them up against each other and view the results from different perspectives. They then advise the relevant companies on the operational measures to be recommended and their implementation based on their conclusions and findings.

Fiduciaries are experts when it comes to economic issues. They offer advice and analysis on business transactions and also prepare well-founded planning calculations in this regard.

 

The tax return and tax planning

As a trustee with a Federal Diploma of Higher Education, you are considered a specialist in all tax matters relating to individuals and legal entities. They are available to answer their clients' questions on tax law, prepare tax returns for companies and private individuals and also handle all VAT-related matters.

 

Company formations and succession planning

Specialists with a Federal Professional Examination in Fiduciary Services advise and support companies in setting up a business, in restructuring, in the valuation of companies or in succession planning. They are familiar with the legal positions and always maintain a good overall view, considering and evaluating all important aspects.

 

Other possible services provided by fiduciaries with a Federal Diploma of Higher Education include property management, payroll accounting, social security accounting and much more.

 

Fiduciaries are also sought-after specialists and managers in companies in the areas of fiduciary services, taxation, auditing or bank auditing.

 

If you would like to find out more about the profession of "Fiduciary with Federal Diploma of Higher Education", if you would like to get in touch with renowned schools that offer this specialist course; visit Ausbildung-Weiterbildung.ch the most popular and comprehensive education portal in Switzerland. Order free and non-binding documents online and benefit from detailed guides and checklists.

Questions and answers

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.

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.

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

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.

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 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 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.

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.

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.

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»

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.

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

Filter by teaching method:
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
Next start date
Certifications, Memberships, Qualifications:
Firmenangebote
Bildungsberatung
Bundesbeiträge
Blended Learning
eduQua
Innovative Ausbildungsmethoden
Online-Unterricht
Download info
Address:
Josefstrasse 53
8005 Zürich
STS Schweizerische Treuhänder Schule AG
As a school of TREUHAND|SUISSE, the industry association of fiduciaries, STS Schweizerische Treuhänder Schule AG provides you with professional and practice-oriented training and further education at various levels, from the courses for clerks to the fiduciary certificate, the TREX and the Master's degree in fiduciary and management consulting.
We also offer seminars, certificate courses and conferences in the fiduciary sector for fiduciaries and other interested parties.
The STS Schweizerische Treuhänder Schule AG: The school for your TRUSTEE|CAREER.
Region: Aargau, Basel, Bern, Ostschweiz, Westschweiz, Zentralschweiz, Zürich
Sites: Basel, Bern, Chur, Luzern, Zürich
Download info
Address:
Landenbergstrasse 37
6005 Luzern
KV Luzern Berufsakademie
The KV Luzern University of Cooperative Education focuses on the success of its students. With a clear focus and a wide range of continuing education opportunities, we accompany you on your way to your career goal. We have only one mission: your professional and personal development.

Our recipe for success? Experience, passion and commitment. Our lecturers have many years of up-to-date practical experience and are continuously training. In this way, we ensure that you are optimally prepared for your exams and achieve above-average results together. Our students regularly graduate with excellent results above the Swiss average. Your progress counts with us - and we make it possible.
Strengths: THE largest business competence center in Central Switzerland - high success rates - 400 lecturers from the business world - 100 courses - learn today - apply tomorrow - central location
Region: Zentralschweiz
Sites: Luzern
Next start date Next info event
Certifications, Memberships, Qualifications:
Bundesbeiträge
Cicero
eduQua
hfw
HRSE
IAF
KV Bildungsgruppe Schweiz
kv edupool
SVF
Address:
Bildungszentrum Sihlpost, Sihlpostgasse 2
8004 Zürich
KV Business School Zurich
As the largest commercial school in Switzerland, KV Business School Zurich offers a comprehensive range of continuing education courses at all levels - in line with the motto "no degree without a connection".

"We empower people. Today for tomorrow. Your success begins with your choice of educational partner. We have been shaping commercial and business continuing education, further training in the Zurich region for over 130 years. By working closely with all sectors of the economy, we understand the requirements and developments of the labor market. We translate these into practical, up-to-date training courses."

This includes vocational training courses with national and central qualifications as well as courses that address current topics and certify the relevant skills in a practice-oriented manner. The range is supplemented by over 120 one-day seminars on current topics. Divided into twelve educational worlds, the school covers all commercial and business management topics.
Strengths: Our training programs represent a benchmark, enjoy the highest level of recognition in the working world and create added value for everyone.
Region: Zürich
Sites: Zürich
Next info event
Certifications, Memberships, Qualifications:
Bundesbeiträge
Cicero
eduQua
Hybrid-Unterricht
KV Bildungsgruppe Schweiz
Online-Unterricht
Address:
Andreasstrasse 15
8050 Zürich
HSO Business and Computer Science School
HSO's range of training courses is deliberately wide-ranging - so we can offer you the opportunity for lifelong learning. Our training and further education courses are intelligent, cleverly thought out and networked. Wherever you start and successfully complete your training with us, we offer you the connection to your next further education goal. HSO's educational offerings range from federal certificates of proficiency, professional certificates, diplomas and postgraduate diplomas to European-recognized Bachelor's courses and globally accredited Master's courses.
Strengths: Over 60 years of experience | 10 locations | 4 starts per year | Direct application in your own practice | Personal support | Lecturers are specialists | State-of-the-art teaching methods
Region: Aargau, Basel, Bern, Ostschweiz, Zentralschweiz, Zürich
Sites: Aarau, Baar, Basel, Bern, Luzern, Rapperswil, Solothurn, Thun, Zürich Altstetten, Zürich Oerlikon
Certifications, Memberships, Qualifications:
Bundesbeiträge
edu-suisse
eduQua
Download info
Address:
Jungholzstrasse 43
8050 Zürich
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
Address:
Weiterbildung
Bahnhofstrasse 46
5000 Aarau
HKV Aarau
HKV Aarau is the leading educational institute for in-service commercial training in the Aarau region.
» Company conditions and cooperation opportunities
Region: Aargau
Sites: Aarau, Rheinfelden
Address:
Aabachstrasse 7
6300 Zug
KBZ – Kaufmännisches Bildungszentrum Zug
In addition to vocational education and training (VET), the Kaufmännisches Bildungszentrum Zug KBZ offers continuing education, further training in the areas of finance, fiduciary and real estate, management and digital transformation, marketing and sales, human resources, languages and business school. More than 100 teachers teach over 1,200 participants each year at the KBZ in courses, seminars and at the College of Higher Education for Business (HFW Zug).

To ensure that you receive a recognized qualification, we work together with established educational partners and companies in the Zug economic region. This means you can be sure that your continuing education, further training is practice-oriented and offers real added value for the job market.
Region: Zentralschweiz
Sites: Zug
Next info event

Schulen mit zertifizierter Bildungsberatung

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