Self-test: Is the "Fiduciary Clerk with Edupool certificate" course the right one for me?
Test here whether a job as a fiduciary clerk is right for you and whether further training for the edupool diploma in fiduciary services is the right path for you.
What does the day-to-day work of a Fiduciary Clerk look like?
The tasks of fiduciary clerks are very varied. They manage payroll accounting for customers or clients, are responsible for operational work in financial and management accounting and help prepare interim and annual financial statements and complete tax returns.
They assist the trustee with other tasks such as auditing mandates, administration or liquidation of trust mandates, formation, merger or dissolution of companies. For all fiduciary tasks, they conduct correspondence, prepare reports and maintain contact with authorities, lawyers, notaries and banks.
(Note: The distribution of tasks (weighting and frequency) may vary slightly depending on the task profile/job profile or function and company).
Question 1:
Do the activities described meet your expectations? Would you like to work as a fiduciary 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 the further training as a fiduciary clerk with Edupool certificate, 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.
Examples of further training opportunities in related fields:
- Tax assistant, clerk (cert.)
- Executive secretary (cert.)
- Personnel assistant, - Administrator (certified)
- Real Estate Management Clerk (Certified)
- Accounting Clerk (Certified)
- Marketing Officer / Marketing Assistant / Marketing Assistant (Certified)
- Technical clerk (certified)
- Management Assistant (BP)
- Business Management Specialist (BP)
- Administrative specialist (BP)
- Legal Specialist (HF)
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 further training course for fiduciary clerks suitable for? What qualities and skills are required?
The fiduciary clerk training/further training with edupool certificate is aimed at the following target groups.
- People who have completed an apprenticeship (EFZ) and would like to enter this professional field
- Interested persons who wish to enter the fiduciary business and acquire initial professional qualifications
- People who work in trust companies and are looking for qualified further training in this field
- Persons who do not yet meet the requirements for the federal specialist certificate (e.g. fiduciary with a federal specialist certificate or specialist in finance and accounting with a federal specialist certificate) but want to take the first step
- Re-entrants or career changers who are looking for specialist further training
Trust officers should have the following personal qualities and skills:
- Independent, reliable way of working
- Quick comprehension
- Flair for numbers
- Confident appearance and good social skills
- Planning ability and adherence to deadlines, commercial skills
- 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 aim directly for the qualification as a fiduciary clerk with an edupool diploma. In this case, take a look atfollowing page. 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 the fiduciary clerk training, further training:
In order to be able to start a further training course for fiduciary clerks with an edupool certificate, you must meet the following requirements when you start the course:
- Completion of the edupool.ch accounting clerk course (i.e. the edupool.ch fiduciary clerk course can only be completed if the edupoo.ch accounting clerk course has been completed in advance. Passing the examination is not a prerequisite. However: the diploma is only awarded after passing BOTH examinations)
- At least two years of general professional experience
- Good written and spoken German (level C1)
- 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 good enough for the Clerk Fiduciary training course, then take a test now.Placement test. If your language skills are not sufficient, you will findheresuitable training courses. 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 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 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 ourAdvisor"The Swiss education system at a glance".
If you are not sure whether your German language skills are good enough for the Clerk Fiduciary training course, then take a test now.Placement test. If your language skills are not sufficient, you will findheresuitable training courses. 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 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 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 ourAdvisor"The Swiss education system at a glance".
Subject matter and content of the training
Schools that offer the fiduciary clerk certificate course as preparation for the (external) edupool certificate examination follow the edupool specifications regarding subjects/learning content, which are then also tested in the examination. These are set out in the official course description. These are the following subjects:
- Tax and legal basics(e.g. general legal bases, Code of Obligations, income taxes, withholding taxes)
- Taxes(Basic principles, cantonal taxes, profit taxes, capital taxes, third-party comparison principle)
- Law(Introductory articles of the Swiss Civil Code and personal law, family law, inheritance law, company law, debt collection and bankruptcy law)
- Linking and deepening(preparation of tax returns for natural persons and legal entities, assessment of civil law and tax issues, establishment of an SME, assumption and organization of a fiduciary mandate)
The contents of the Accounting Clerk edupool.ch training course completed in advance are part of the compulsory knowledge for the Fiduciary Clerk edupool.ch training course. These topics in particular: Financial accounting, social insurance, financial management incl. cost accounting, value added tax.
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 Fiduciary Administrator 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 fiduciary 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 1 to 2-semester part-time fiduciary clerk course:
- Course feesBetween CHF 2'900.- and CHF 5'700.-
Note: Members of thecommercial associationcan 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 500 (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 fiduciary 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 professional certificate for fiduciaries or specialists in finance and accounting within seven years and have not yet received any cantonal contributions for your fiduciary clerk edupool 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 fiduciary clerk course with edupool certificate has a modular structure, is designed for part-time work and lasts 1-2 semesters (depending on the provider and course offered).
- The fiduciary clerk training program comprises between 120 and 250 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 course "Fiduciary Clerk Advanced Training edupool". This prepares you optimally for the external edupool final examination. After successfully completing the internal exam, you will receive a so-called "school certificate".
The (external) diploma examination for the edupool diploma and corrections are organized and carried out centrally by edupool.ch.
Note: If the school of your choice is one of the edupool-accredited schools, the edupool examination usually takes place there on site.
Diploma and title
Successful graduates receive the edupool.ch diploma recognized throughout Switzerland and co-signed by the Swiss Commercial Association and EXPERTsuisse: "edupool.ch Fiduciary Clerk".
Reminder: For the award of the diploma "Accounting Clerk edupool.ch" the diploma "Accounting Clerk edupool.ch" is required!
What is edupool.ch?
Edupool is a quality label of the commercial association that has existed since 2001. Edupool has become the most important Swiss examination organization in non-formal commercial continuing education.
Edupool is made up of the Commercial Association (KV) and the accredited partner schools.
Edupool is characterized in particular by its close cooperation with renowned industry and professional associations (such as EXPERTsuisse, the leading association in Switzerland for auditing, tax and fiduciary services), 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.
Question 7:
Do you have the confidence to pass the fiduciary 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 orEdupoolExplain 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 orEdupool. 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 for Fiduciary Clerk 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.
The fiduciary clerk training, further education with edupool diploma is probably not the right further education 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: The Edupool Fiduciary Clerk course does not 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.
The fiduciary clerk training, further education with edupool 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