Federal Diploma of Higher Education in Fiduciary and Consulting (formerly Fiduciary): Providers, information, tips, self-test, FAQ

The continuing education, Higher Education, Fiduciary with Federal Diploma of Higher Education - now Fiduciary and Consulting Specialist with Federal Diploma of Higher Education - provides comprehensive knowledge in fiduciary and financial matters and qualifies you for demanding specialist tasks in fiduciary companies, consulting firms or finance departments.

The focus is on topics such as accounting, taxes, auditing, management consulting as well as legal and business management issues. Graduates learn to provide professional support to companies and private individuals in financial and administrative matters and to manage complex mandates independently.

The continuing education, further training combines practical specialist knowledge with an understanding of business management and is considered an important qualification within the Swiss fiduciary industry.

 
Is this continuing education, further training suitable for me?

The continuing education, Higher Education in Fiduciary Services with Federal Diploma of Higher Education (new: Specialist in Fiduciary Services and Consulting with Federal Diploma of Higher Education) is particularly suitable for people who:

• are already working in fiduciary or accounting services
• want to expand their expertise in a targeted manner
• work analytically and precisely
• enjoy advising and working with customers
• would like to take on specialist or management tasks in the long term

An interest in figures, legal issues and economic contexts is particularly important.

 
Level of difficulty

The fiduciary with Federal Diploma of Higher Education continuing education, further training (now specialist in fiduciary and consulting with Federal Diploma of Higher Education) is considered demanding and generally requires solid knowledge of accounting or fiduciary matters.

In particular, the following are required:

• High willingness to learn
• analytical thinking
• Structured and precise work
• Stamina and self-organization

Taxes, auditing and legal issues in particular require in-depth specialist knowledge and regular learning.

The part-time preparation over several semesters also requires a good balance between work, school and self-study.

 
Career & prospects

The Federal Diploma of Higher Education opens up a wide range of career prospects in theFiduciary and financial sector.

Typical functions:

• Trustee
• Fiduciary and consulting specialist
• Fiduciary manager
• Accounting specialist
• Tax consultant in the fiduciary environment
• Collaboration in auditing or accounting

In addition, the professional certificate often forms the basis for further qualifications and specializations such as fiduciary expert (AFPE).

Continuing education, further training as a fiduciary with a Federal Diploma of Higher Education (now as a fiduciary and consulting specialist with a Federal Diploma of Higher Education) offers attractive long-term development and promotion opportunities in a versatile and sought-after industry.

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

The five-semester extra-occupational specialist course to prepare for a degree as a fiduciary with Federal Diploma of Higher Education (now specialist in consulting and fiduciary services) 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 (now called "Fachfrau / Fachmann Beratung und Treuhand") are free to offer the following services 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 fiduciary with a Federal Diploma of Higher Education (now called "Fachfrau / Fachmann Beratung und Treuhand"), 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 (now Specialist in Consulting and Fiduciary Services) 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" (now Specialist in Consulting and Fiduciary Services), 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.