Fiduciary and Advisory Specialist with Federal Diploma of Higher Education (FPE) (formerly Fiduciary (FPE))  (Region Westschweiz):
2 Provider

Continuing education, further training to become a fiduciary with a Federal Diploma of Higher Education (now called "Fachfrau / Fachmann Beratung und Treuhand") 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.

The Fiduciary with Federal Diploma of Higher Education (now Fiduciary and Consulting Specialist) examines practical specialist areas.

The Trustee with Federal Diploma of Higher Education continuing education program includes the following examination subjects:

• Finance and accounting
• Taxes for individuals and legal entities
• Legal basis
• Fiduciary practice and consulting

The aim is to provide evidence of sound specialist knowledge for the professional support of customers. The content is demanding and highly practice-oriented. The Trustee with Federal Diploma of Higher Education prepares you specifically for responsible activities. Find out about the exam structure and preparation options at an early stage.

The basic requirement for participation in the Federal Diploma of Vocational Education and Training in Fiduciary Services (new: Specialist in Consulting and Fiduciary Services) is a Federal Diploma of Vocational Education and Training, a school-leaving certificate, a vocational baccalaureate or an equivalent qualification. 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 following skills can be acquired by training as a fiduciary with a federal certificate (now specialist in consulting and fiduciary services):

• Employment middle management
• Professional and personal leadership skills
• If self-employed: Management of your own office

The following continuing education, further training courses can be attended by fiduciaries with a federal certificate of competence (new: Fachfrau / Fachmann Beratung und Treuhand):

• Specialized courses or seminars
• Higher professional examination as a fiduciary expert CHE or auditor CHE
• Postgraduate courses at Colleges of Higher Education or Universities of Applied Sciences

A fiduciary with a Federal Diploma of Higher Education (now a fiduciary and consulting specialist) advises companies and private individuals on financial and legal matters.

The tasks of a trustee with a Federal Diploma of Higher Education include in particular

• Management of financial and payroll accounting
• Preparation of tax returns and financial statements
• Advice on business management issues

It also provides support with start-ups, restructuring and succession planning. The job requires a high level of professional competence, accuracy and customer orientation. A fiduciary with a Federal Diploma of Higher Education often works independently or in specialized companies. Find out about continuing education, further training and areas of employment in order to choose the right career path.

The following responsibilities can be assumed after completing the fiduciary training with Federal Professional Examination in Consulting and Fiduciary Services:

• 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

Yes, the Federal Diploma of Higher Education in Fiduciary Services (now known as the Fiduciary and Advisory Specialist) can be retaken if you fail.

It is generally possible to retake the Federal Diploma of Higher Education in Fiduciary Services, subject to certain deadlines and maximum numbers of retakes. Candidates may:

• individual examination subjects or
• take the entire exam again

Targeted preparation for the repeat exam is recommended, as the requirements are high. Many use additional courses or exam training to consolidate their knowledge. The Federal Diploma of Higher Education in Fiduciary Services is considered demanding, but offers good career opportunities. Find out about the formal requirements and preparation options at an early stage.

Specialists with a fiduciary certificate (now specialists in fiduciary and consulting) work in various areas of financial and management consulting.

Typical places of employment for specialists with a fiduciary certificate are fiduciary offices, tax consultancies, SMEs, real estate management companies or auditing firms. They also work in the finance or accounting department of larger companies. Their tasks include bookkeeping, tax advice, payroll administration and business management support. Many specialists also work independently or take on mandates for several clients. The qualification opens up a wide range of career prospects. Specialists with a fiduciary certificate are particularly in demand due to their practical training. Find out about possible fields of activity or request further information - simply use our contact form.