Self-test: Is the "Real Estate Management Clerk (Cert.)" course the right course for me now?
Find out here whether a job as a real estate management clerk is right for you and whether further training for the edupool diploma or SVIT diploma in real estate management is the right path for you.
What does the day-to-day work of a Real Estate Management Clerk look like?
Real estate management clerks support the real estate management team in all administrative tasks. They make phone calls to tenants, tradesmen and authorities, place repair orders and check incoming invoices.
In addition to creating advertisements, they help with apartment viewings, apartment inspections and apartment handovers. On behalf of the real estate manager, they process rent changes and terminations and are responsible for accounts payable.
The main tasks of real estate management clerks at a glance:
- General administrative tasks, support for the management team
- Organize and assist with telephone and personal contacts, handovers and viewings
- Bookkeeping, checking accounts payable invoices, preparing statements
(Note: The distribution of the individual areas of responsibility can vary greatly depending on the position and company).
Real estate management clerk with edupool diploma or SVIT diploma:
The clerk training course can be completed with a diploma from either edupool.ch or SVIT. Please find out in advance which diploma the school of your choice is offering the clerk courses for.
What is edupool.ch?
Edupool is a quality label of the commercial association that was founded in 2001. It has developed into the most important Swiss examination organization in non-formal commercial further education.
edupool.ch is backed by important players, namely the commercial association and the accredited partner schools. Another key factor is the close cooperation with well-known industry and professional associations, which also co-sign the edupool certificates and diplomas
This close cooperation and signature of the industry and professional associations guarantees a high level of practical relevance of the courses, as well as topicality of the content and underlines the credibility and quality of the edupool degrees.
The final examinations for the edupool certificates are organized centrally by edupool and corrected according to uniform guidelines.
What is SVIT?
SVIT stands for "Swiss Association of the Real Estate Industry" - a well-known player in the industry that offers training and further education in the real estate sector and thus also provides well-trained specialists. The SVIT training courses stand for a certain standard of quality and are well established on the job market.
Question 1:
Do the activities described meet your expectations? Would you like to work as a real estate management clerk?
Great! Then you've come to the right place with this course. We wish you lots of fun and success.
By the way: If you are looking for other suitable further training opportunities after successfully completing your training as a real estate management assistant, take a look at theEducational counseling offerfrom Ausbildung-Weiterbildung.ch.
If you don't like all the jobs, think about which ones interest you the most. Also take a look at relevant job advertisements. You may find that there are only jobs that you are more suited to, in which case you are in the right place with this training.
If you don't feel like doing the administrative work and would rather talk to tenants and homeowners, then take a look at the job description for real estate managers with a federal certificate. The certificate as a real estate management clerk is a possible intermediate step towards the advanced course leading to the professional examination as a "real estate manager".
Here you can take a self-test to find out whether this job description suits you better and whether you would be admitted directly to this course: Is the course "Real estate manager (BP)" the right one for me?
If you like working with figures and statistics and would rather deal with accounting or official regulations than with tenant complaints, then take a look at the further training courses in real estate valuation or real estate development:
- Real Estate Valuation Clerk (Certified)
- Real Estate Appraiser (BP) (formerly Real Estate Appraiser)
- Real Estate Developer (BP)
Other similar training opportunities:
If you don't like the activities, take a look at the numerous other further training opportunities. You will find a large selection on Ausbildung-Weiterbildung.ch.
Target group and skills: Who is the real estate management assistant course suitable for? What qualities and skills are required?
The training/continuing education courses for real estate management clerks are aimed at the following target groups.
- Graduates of a completed apprenticeship (EFZ) who are looking for a qualification to enter this professional field or who want to prepare for further training
- Interested persons who would like to enter the real estate sector and acquire initial professional qualifications
- Interested parties who wish to deepen their knowledge of the real estate sector
- Employees in the real estate industry who want to acquire theoretical and application-oriented basics
- Persons with tasks in the finance, trust and insurance sector
- Private and institutional property owners (condominium owners, investors) Newcomers, those switching, those re-entering the real estate sector
- People who would like to acquire a solid foundation for further training in the field (e.g. real estate manager with a federal certificate (BP))
Real Estate Management Clerks should have the following personal qualities and skills:
- Independent, reliable way of working
- Quick comprehension
- Pleasant manners and enjoy dealing with people
- Confident appearance and good social skills
- Planning ability and adherence to deadlines
- Organizational talent
- Service and customer orientation
Question 2:
Do you belong to one of the target groups for this training course and do you have the necessary personal qualities?
Great!
- If you do not belong to any of the above-mentioned groups of people, you cannot apply directly for a degree in real estate management. In this case, take a look at the following pages:
- Business school
- Real estate
You may come across further training courses here that are aimed precisely at people like you.
- If you do not have the necessary professional experience, use professional job boards to search for suitable jobs.
- If you don't have the necessary personal qualities and skills, you won't be happy in this clerical role. Look out for further training opportunities that offer a technical specialization that better suits your skills.
- If you are unsure whether you are well suited to such a role, it is best to discuss this with your line manager or career advisor. You can find suitable providers of career advice and career coaching here:
Prerequisites for admission to further training as a real estate clerk
In order to start further training as a real estate management assistant, you must generally meet the following requirements when you start the course:
- Good written and spoken German (level C1)
- Basic accounting knowledge according to the edupool self-assessment test
- At least two years of general professional experience (note: the apprenticeship period is taken into account here)
- Recommendation: edupool commercial school diploma, basic commercial vocational training or equivalent training
- In addition, for admission to the final examination: regular class attendance of at least 80%.
Note: At some schools, it is also possible to attend the course without the intention of taking the edupool diploma exam (the admission requirements in this case are determined individually by the schools and can vary from provider to provider). Nevertheless, you will not be left empty-handed - in this case you will usually receive a so-called "school certificate".
Question 3:
Do you meet the requirements for admission?
Great!
If you are not sure whether your German language skills are sufficient for the real estate clerk training course, then take aPlacement test. If your language skills are not sufficient, you will find suitable courses here.Educational offers. You can contact the appropriate schools directly via the inquiry form free of charge and without obligation and receive detailed information on the respective course and can ask your questions.
If you are not sure whether your accounting skills are sufficient, then take theTest from edupool.
If you do not have the necessary professional experience, use professional job boards to search for suitable jobs.Hereyou will find helpful information.
If you are interested in basic commercial vocational training: Even as an adult, it is possible, for example, to obtain the Federal Certificate of Competence (EFZ) or a general qualification at upper secondary level. You can find out more about catch-up training for adults in our guide "The Swiss education system at a glance".
If you are not sure whether your German language skills are sufficient for the real estate clerk training course, then take a test now.Placement test. If your language skills are not sufficient, you will find suitable courses here.Educational offers. You can contact the appropriate schools directly via the inquiry form free of charge and without obligation and receive detailed information on the respective course and can ask your questions.
If you are not sure whether your accounting skills are sufficient, then take theTest from edupool.
If you do not have the necessary professional experience, use professional job boards to search for suitable jobs.Hereyou will find helpful information.
If you are interested in basic commercial vocational training: Even as an adult, it is possible, for example, to obtain the Federal Certificate of Competence (EFZ) or a general qualification at upper secondary level. You can find out more about catch-up training for adults in our guide "The Swiss education system at a glance".
Subject matter and content of the training
Schools that offer the certificate course in real estate management as preparation for the (external) edupool certificate examination are based on the compulsory subjects specified by the sponsoring body, which are then also tested in the examination. These are set out in the official course description. The course content is as follows:
- Construction(e.g. life cycle building management, economic service life, technical service life, maintenance strategies, energy-efficient construction, renovation process, construction cost planning, building technology, structural damage, building documentation, insurance)
- Real estate management(e.g. economic significance of the Swiss real estate sector, management mandate, reporting, caretaking, marketing, rental agreement, termination provisions, handover, rent structure)
- Real estate accounting(including closing entries, service charge settlement, financing, valuation approaches for properties)
- Law(including basic principles, obligations, contracts, matrimonial law, inheritance law, property and land register law, debt enforcement and bankruptcy proceedings)
Note: The schools can voluntarily take up or teach additional topics in class. There may therefore be (slight) differences between the schools.
SVIT training programs impart the following knowledge to their participants:
- Management of rental properties
- Take care of debt collection and insurance issues
- Identify structural damage and develop solutions
- Support landlords in their work relating to the management of condominium communities
- Management of property accounting
- Correct use of the means of communication
Question 4:
Are you interested in this content, would you like to acquire knowledge in these subject areas?
Great! You can look forward to exciting and instructive hours in which you will broaden your knowledge horizon and skills - aspects that are in demand on the job market and increase your career and salary opportunities.
If you are only partially interested in the content of the real estate clerk training course, take a look at other training and further education courses in related areas. You may find a course that suits you better.
Obviously, the typical subject areas of real estate clerk training are not your thing. Take a look at other training courses instead. OnEducation-Further-Education.chyou will find a wide range of options.
Costs and financing of further training
The costs vary depending on the school and the program. In general, the following costs must be expected for the 2-semester, part-time real estate clerk course:
- Course feesBetween CHF 2'400.- and CHF 5'900.-
Note: SVIT members benefit from reduced course costs.Hereto find out more. Members of thecommercial associationandHomeowners' Association (HEV)can benefit from a discount of up to 10%. - Fee edupool diploma (external examination): The examination fee is charged directly by edupool.ch and currently amounts to CHF 750 (as of March 2023)
- Some providers requireExtra costsfor
- Enrollment
- Teaching aids
- Training documents
- Internal examinations and examination training
- Simulation test
It is best to contact the provider of your choice directly regarding the possible extra costs.
* Since 1.1.2018, preparatory courses for federal professional examinations have been financially supported by the federal government. Depending on this, the edupool real estate management clerk course is accepted as a preparatory course for the professional examination. This means that if, after completing the edupool certificate, you go on to obtain the federal certificate for real estate managers within seven years and have not yet received any cantonal contributions for your edupool real estate management clerk training, 50% of the course costs paid (max. CHF 9,500) will be reimbursed by the federal government.Herefind out more.
Question 5:
Are you able to pay for the course?
Great! Here's another tip: If you are able to pay the full amount in advance, ask the school of your choice whether they offer a special discount for full payment in advance.
Information on financial support options from the employer, federal government, canton, foundations or through loans from the Education Promotion FoundationEducaSwissyou will receive in ourAdvisor"How to finance your further training properly".
Most schools allow you to pay the course costs in installments. Most schools charge a small surcharge for payment in installments.
Ask your employer whether they will contribute to the costs.
Perhaps there is someone in your private circle who will support your further education project with a loan. A bank or credit institution may also support you with an educational loan. You will be able to repay some of the borrowed funds immediately after the professional examination with the federal contribution.
Information on financial support options from the employer, federal government, canton, foundations or through loans from the Education Promotion FoundationEducaSwissyou will receive in ourAdvisor"How to finance your further training properly".
Information on financial support for temporary workers from "temptraining", the further training fund of the temporary employment sector, can be found athere.
Most schools allow you to pay the course costs in installments. Most schools charge a small surcharge for payment in installments.
Ask your employer whether they will contribute to the costs.
Perhaps there is someone in your private circle who will support your further education project with a loan. A bank or credit institution may also support you with an educational loan. You will be able to repay some of the borrowed funds immediately after the professional examination with the federal contribution.
Information on financial support options from the employer, federal government, canton, foundations or through loans from the Education Promotion FoundationEducaSwissyou will receive in ourAdvisor"How to finance your further training properly".
Information on financial support for temporary workers from "temptraining", the further training fund of the temporary employment sector, can be found athere.
Duration of study, training options, number of lessons and learning effort
- The further training to become a real estate management clerk is modular in structure and takes 2 semesters (depending on the provider and course offered). It is also designed to be taken part-time.
- The real estate clerk training course comprises between 160 and 200 lessons.
- Various time options are offered for attending the lessons or learning sessions. For example, twice or once in the evening per week and/or on Saturdays every week.
- Many schools offer a mix of face-to-face and online courses (online, hybrid teaching, blended learning) as well as self-study. You can therefore choose the format that allows you to combine further education with your family, career and free time in the best possible way.
- Thanks to the in-service training concept, you can apply and deepen the learning material in practice straight away. Nevertheless, you should allow sufficient time for preparation and follow-up of the lessons and for self-study - how much depends on your prior knowledge, working style and learning speed. We recommend that you allow at least 4-6 hours per week as a precaution.
Note: Some schools offer so-called "taster lessons". This gives you the opportunity to gain an insight into the lessons and the learning atmosphere. Important aspects on the way to a successful graduation. It is best to contact the school of your choice directly for a taster lesson.
Question 6:
Can you find the time for lessons and self-study?
Great!
Tip for self-study: Set yourself realistic daily or weekly targets and think about a small reward when you have achieved them. A good study strategy not only motivates you, but also protects you from chaotic, stressful study days and nights shortly before the exam.
If you don't have that much time, get in touch with the providers and clarify whether you can possibly complete the course over more than two semesters.
If you still don't have enough time, check whether you can create space for yourself elsewhere. Perhaps someone close to you can take on certain tasks for you for the duration of your training?
Degree, diploma and title
Many schools hold internal (simulation) examinations towards the end of the "Real Estate Continuing Education Specialist" course. This prepares you optimally for the edupool final examination. After successfully completing the internal exam, you will receive a so-called "school certificate".
The diploma examination for the edupool diploma and corrections are organized and carried out by edupool.ch. Note: If the school of your choice is one of the edupool-accredited schools, the edupool examination will usually take place there.
Participants in SVIT training courses also complete a corresponding qualification certificate at the end of the course (usually a final examination).
Diploma and title
Successful graduates of the "Real Estate Management Clerk" course receive the edupool.ch diploma, which is recognized throughout Switzerland and co-signed by the Kaufmännischer Verband.
Successful graduates of an SVIT course receive the SVIT diploma as a real estate management specialist upon completion
Question 7:
Do you have the confidence to pass the real estate clerk training course?
Great!
Here are some general success factors on the way to a new training qualification:
- Regular attendance of lessons
- Actively contribute your questions, don't leave anything half-understood in the room!
- Interest in the topic and active participation in class
- Detailed preparation and follow-up of the lesson material at home
- Committed cooperation in group work, processing of case studies, etc.
- Participation in learning groups for regular exchange
- Intensive exam preparation: practise exam situations and gain exam experience, e.g. in simulation exams.
If you are unsure, we recommend that you attend an information event on this course.
Arrange a personal consultation appointment with the school of your choice,edupool.chorSVIT. Explain your interest and your concerns and see how your counterpart reacts to which points and what they recommend.
Ask the school management about support options. Also consider whether you would like other support, for example from learning therapists or coaches, autogenic or mental training.
Here are some general success factors on the way to a new training qualification:
- Regular attendance of lessons
- Actively contribute your questions, don't leave anything half-understood in the room!
- Interest in the topic and active participation in class
- Detailed preparation and follow-up of the lesson material at home
- Committed cooperation in group work, processing of case studies, etc.
- Participation in learning groups for regular exchange
- Intensive exam preparation: practise exam situations and gain exam experience, e.g. in simulation exams.
If you are not at all confident of passing the final examination but would like to complete the training, it is best to arrange a personal consultation appointment with a school,edupool.chorSVIT. Explain your interest and your concerns and see how your counterpart reacts to which points and what they recommend.
Ask the school of your choice whether there are any support options for you.
Also consider whether you would like other support, for example from learning therapists or coaches, autogenic or mental training. You can find suitable offers here:
No, the edupool diploma or svit diploma in real estate management does not suit you. What a pity? - Maybe not, because there are so many other options for further training. One or the other will certainly suit you much better.
Check which other further training courses are suitable for you. OnEducation-Further-Education.chyou will find a large selection of offers.
Further training to become a real estate management clerk with an edupool diploma or svit diploma is probably not the right further training goal for you.
Are you surprised or disappointed? Perhaps take the test again and see where your ideas or possibilities deviate from the ideal job. Perhaps this will point you in the direction of more suitable further training.
Then see which other further training courses interest you. ToEducation-Further-Education.chyou will find a large selection of offers.
This is a half-hearted result: further training to become a real estate management clerk with an edupool diploma or svit diploma doesn't seem ideal for you. Or is it perhaps the form of training that doesn't suit you or doesn't fit well in terms of organization?
See which other further training courses are suitable for you. OnEducation-Further-Education.chyou will find a large selection of offers.
Further training to become a real estate management clerk with an edupool diploma or SVIT diploma is not ideal for you - or is it?
If you are unsure, it is best to attend the providers' information events. There you can find out more about further training and discuss your personal options and questions directly with the specialist representatives present.
Directly to the schools:
This training seems to suit you.
As a next step, we recommend that you attend an information event at suitable schools and obtain details of the exact costs and dates.
Directly to the schools:
This course seems to be made for you!
The best thing to do now is to attend information events at the schools you are interested in and find out everything you need to know about the specific content, costs and dates.
Directly to the schools:
Linda, deine Weiterbildungsfinderin