5 facts about fiduciaries with a federal certificate - experience report from an educational consultant

Here you can find out5 facts whythe fiduciary training with a federal certificate can be worthwhile for you as a modern training program. The professional examination qualifies you to,Maintaining and auditing accounts and preparing and interpreting annual financial statements.You obtainin-depth specialist knowledge of operational and financial accounting.For over 30 years, the fiduciary certificate has been one of the mostbest-known specialist training coursesin Switzerland. With this confirmed qualification, fiduciary specialists can help clients with theFinance, taxes and private lawcompetent advice. By graduating at the higher professional education level, fiduciaries with a federal professional certificate havebetter pay opportunitiesin SMEs or a trust company and numerous opportunities for further development.

Fact 1: Keeping and revising accounts and preparing and interpreting annual financial statements

Fiduciaries with a federal certificate advise SMEs on accounting issues and provide fiduciary services such as:

  • Bookkeeping (keeping, auditing) incl. operating and cost accounting with contribution margin accounting, profit and loss accounts and balance sheet
  • Annual financial statements (preparation, interpretation) incl. financial statement consulting, financial statement analyses and planning calculations
  • Payroll accounting and settlement of social security deductions
  • Value added tax settlement
  • Tax planning (tax returns for individuals and legal entities)
  • Accounting
  • Auditors under stock corporation law
  • Control body for pension funds
  • Profitability analysis through investment calculation
  • Advice on company formations, restructurings, succession planning, liquidations and reorganizations (including associated legal problems)

Fiduciaries hold management positions in companies in the fiduciary, management consulting and tax sectors, as well as in the areas of auditing. Small and medium-sized mandates are carried out independently - larger and complex mandates, on the other hand, are carried out together with experienced specialists.

Fact 2: Gain in-depth knowledge of business and financial accounting as a fiduciary with a federal certificate

In the fiduciary training course, you can acquire in-depth knowledge of business and financial accounting as well as personnel administration as a fiduciary with a federal certificate. This enables them to advise clients on accounting and financing issues. The fiduciary experts can suggest financial and operational measures to those responsible and advise them on their implementation. A strong relationship of trust between all parties involved is essential for profitable cooperation. This requires clear and comprehensible communication and discretion. To train as a fiduciary with a federal certificate, you need an EFZ, a high school diploma, a technical college certificate or an equivalent qualification and four years of professional experience. In addition, the professional examination requires passing the entrance examination (after the 2nd semester) and no entry in the central criminal register. The duration of training is 5 semesters as a part-time course. Personal requirements include qualities such as analytical skills, a sense of responsibility and service, business knowledge and accounting knowledge.

Fact 3: Five advantages of becoming a fiduciary with a federal certificate

These are thefive most important advantagesof the fiduciary training with a federal certificate:

  • High demand:the job profile is in high demand, as such services are in demand in all SMEs and enjoy broad recognition
  • Training quality:is guaranteed by Treuhand Suisse (Swiss Fiduciary Association) and the sponsoring organization for the professional examination
  • Further development opportunities:Admission to the higher professional examination as a fiduciary expert, expert in accounting and controlling, tax expert, auditor or real estate trustee with a federal diploma
  • Career opportunities:as fiduciary specialists in management positions at SMEs, fiduciary companies, banking institutions and public administrations or run their own fiduciary office
  • Title Fiduciary with federal certificateis popular with Swiss SMEs and, as one of the best-known specialist training courses in Switzerland, has been offering good job opportunities for over 30 years

Fact 4: Different fiduciary subjects ensure gradual progress during your studies

The following different fiduciary subjects provide the necessary fiduciary knowledge step by step during the fiduciary studies program:

  • Subjects in the foundation course
    • Accounting (audited subject)
    • Taxes (audited subject)
    • Wages and social security
    • Commercial law
  • Subjects in the main study program
    • Financial and operational accounting
    • Taxes
    • Revision (audited subject)
    • Accounting
    • Management and business consulting (examined subject)

The following objectives can be pursued with the fiduciary knowledge acquired and the fiduciary certificate:

  • Providing clients with expert advice and support - in finance, tax and private law
  • master the entire range of fiduciary tasks
  • assume qualified functions in fiduciary services and in business and economic consulting

Fact 5: Better salary prospects and further development opportunities with the fiduciary certificate

The professional examination gives you a qualification at higher vocational education level. This automatically improves your earnings - you can usually expect a significantly higher salary. There are numerous opportunities for further development as a fiduciary with a federal certificate:

  • Courses offered by associations, fiduciary schools, technical colleges and universities
  • Higher professional examinations in the areas of fiduciary services, accounting, taxes, auditing or real estate fiduciary services
  • Higher technical college for business administration or legal assistant diploma
  • Bachelor's degree from a university of applied sciences in trusteeship or business administration with a specialization in financial management and trusteeship

These interesting opportunities for further development after further training in fiduciary services offer fiduciary specialists interesting career opportunities. However, fiduciaries with a federal certificate also have a very varied role and take on a wide range of tasks and responsibilities. Certified specialists offer competent, constructive, solution-oriented, forward-looking and practical fiduciary advice at the highest level.

Directly to providers of "Fiduciary with federal certificate (BP)" courses