Clerk fiduciary: training, continuing education, further training, course, schools, self-test

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Fiduciary clerk: Accounting in the service of the customer

Are you looking for continuing education, further training? - Here you will find suitable schools as well as further information, tips and resources for continuing education, further training.

Would you like personal advice on continuing education, further training? Contact the provider of your choice via the "Free information on the topic..." button or order the comprehensive course documents - without obligation, quickly and easily.

Self-test "Trust Officer": Is this course the right one for me?

The course is aimed at people with a basic commercial education who wish to specialize in the fiduciary sector. It lasts two to three semesters and provides the basic specialist knowledge in accounting and fiduciary topics that is required for a clerical function. Most of the course providers are members of the Association of Commercial Training Centres and are authorized to issue the "Edupool.ch Fiduciary Clerk" diploma, which is recognized throughout Switzerland. This diploma can be a valuable intermediate step for people who are aiming for the advanced qualification of "Fiduciary with Federal Diploma of Higher Education". It provides them with initial, practice-oriented specialist knowledge and gives them a good chance of finding a qualified position in which they can gain the professional experience required for a Federal Professional Examination.

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Fiduciary Clerk: Important reinforcement in accounting and finance

The practical "Fiduciary Clerk" course is not only suitable for professionals with basic training in the commercial sector, but is also aimed at career changers from other professions and those returning to work after a long career break (e.g. after maternity leave).

Depending on the intensity and school, the course lasts 2-3 semesters, is completed on a part-time basis and in many cases is edupool-certified. The fiduciary association TREUHAND|SUISSE also offers recommended fiduciary courses. In addition, numerous schools offer various school diploma courses in the areas of fiduciary services, accounting and taxes.

The course enables participants to carry out various tasks in the areas of accounting, personnel administration, auditing, social insurance or taxes competently and independently in a fiduciary company. Fiduciary clerks support their superiors in all areas and independently prepare challenging fiduciary tasks for their superiors.

An edupool diploma as a fiduciary clerk is also the ideal preparation if you later wish to obtain the federal certificate as a fiduciary and opens the door to interesting jobs in fiduciary companies and thus to a career as a fiduciary.

Would you like to find out more about this course and compare the various courses on offer in this area? Then you will find clear listings of various schools in your area here at Ausbildung-Weiterbildung.ch. Compare the current course offers and request free and non-binding information documents online. You can also benefit from helpful checklists, guides and the opportunity to receive individual and personal advice on your choice of career and course.

Questions and answers

The salary or salary development depends on various factors, such as the industry, region, size of the company, professional experience, previous education and age. In terms of salary, the question of whether a new position and function in the previous or another company will be taken up with the degree is also decisive.

You can calculate your personal salary opportunities with "Salarium", the federal government's salary calculator.Click here for the wage calculator.

Fiduciary clerk training, further education with an edupool.ch diploma is aimed at people who are looking to enter the fiduciary profession and have already completed professional training. This further education course is also suitable for employees from the fiduciary sector who wish to acquire in-depth knowledge, as well as for people from related professional fields such as administration, insurance or accounting. This course can also be an enrichment for institutional and private asset managers and for prospective self-employed persons, as well as for people who are working towards a federal examination.

Depending on the school, continuing education, further training to become a fiduciary clerk can take different lengths of time, usually between 1 and 2 semesters. The fiduciary clerk course consists of various modules, which can also be attended individually. Ask the training institutes about the specific courses on offer.

After completing the further training course for fiduciary clerks with an edupool diploma, you can start courses to become a fiduciary with a federal certificate or a specialist in finance and accounting with a federal certificate. Various clerk courses are also available, for example in the areas of human resources, real estate management or social insurance. With an edupool.ch diploma, you can also complete further training to become a payroll expert.

The fiduciary clerk training with eduool.ch diploma includes four compulsory subjects. These subjects are: Taxes and Law Basics, Taxes, Law, Linking and Consolidation. This includes content such as the structure of the legal system, general legal principles, the Code of Obligations, income tax without self-employment, wealth tax, types of tax, income tax for natural persons (in accordance with the DBG and StHG), cantonal taxes, principles of taxation for legal entities (in accordance with the DBG and StHG), Profit tax for corporations (according to DBG and StHG), capital tax for corporations (according to StHG), withholding tax (according to VStG), third-party comparison principle, introductory articles of the ZGB and personal law, ZGB family law, ZGB inheritance law, OR individual contractual relationships, company law, debt collection and bankruptcy law. In addition, the acquired theoretical knowledge is put into practice.

A fiduciary clerk has the following tasks:

  • carry out payroll accounting for customers or clients
  • Supervision of personnel administration
  • Operational work in financial and operational accounting
  • Assistance with the preparation of interim and annual financial statements
  • Completing tax returns

The admission requirements for the trust officer training are:

  • Successful completion as an accounting clerk edupool.ch / accounting clerk edupool.ch or equivalent previous knowledge
  • At least two years of general professional experience
  • Good written and spoken German (level C1)
  • In addition, for admission to the final examination: regular attendance at classes of at least 80%.

Other important personal requirements for training as a fiduciary clerk are

  • analytical skills
  • strong sense of responsibility
  • Service awareness
  • Good knowledge of business administration
  • Good knowledge of accounting

A fiduciary clerk training course provides extensive basic knowledge in the fiduciary sector. This enables graduates to routinely solve a wide variety of tasks, including job-specific tasks, in fiduciary practice, apply the theoretical knowledge they have acquired in practice, think and act in a market- and customer-oriented manner, apply methods and instruments in a targeted manner and begin the skills required for a further training course at specialist certificate level.

Depending on the training course, graduates of the fiduciary clerk course receive either an internal school certificate or the "Fiduciary clerk edupool.ch" diploma from the Swiss Commercial Association and EXPERTsuisse, the leading association for auditing in Switzerland.

The following tasks are required for fiduciary clerks in fiduciary clerk jobs:

  • Managing customer accounts
  • Keeping financial accounts
  • Preparation of interim and annual financial statements
  • Payroll accounting incl. human resources
  • VAT settlements
  • Tax returns for individuals and legal entities
  • Discussion of the annual financial statement and tax return with the client
  • Control of tax assessments / invoices
  • Completion of tax requirements (in consultation with the Tax department)
  • General fiduciary work and support for the client managers

Tips, tests and information on the "Fiduciary clerk with Edupool certificate" course

Is the trust my calling?
» Vocation test
How well known is the course and what is its image among potential employers?
» Awareness and image
What wage increase can I expect after completing the course?
» Wage information, wage calculator
What can graduates do after completing the course?
» Skills Fiduciary clerks
What personal experiences have previous participants had with the course?
» Evaluation of training / experience
Is the "Fiduciary Clerk with Edupool certificate" course the right one for me?
» Test: Do I meet the requirements? Can I complete the degree?
What are the advantages of the course?
» 10 advantages
What is required in fiduciary clerk jobs? How are the activities divided up?
» Information from job advertisements

Redaktionelle Leitung:

Stefan Schmidlin, Bildungsberatung, Content-Team Modula AG

Quellen

Website des Schweizerischen Sekretariats für Bildung, Forschung und Innovation SBFI , Website www.berufsberatung.ch (offizielles schweizerisches Informationsportal der Studien-, Berufs- und Laufbahnberatung) sowie Websites und anderweitige Informationen der Berufsverbände und Bildungsanbieter.

Erfahrungen, Bewertungen und Meinungen zur Ausbildung / Weiterbildung

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Haven't found the right training or further education yet? Benefit from educational advice now!

Further training is not only important in order to maintain or increase professional attractiveness, investing in training or further training is still the most efficient way to increase the chances of a pay rise.

The Swiss education system offers a wide range of individual training and further education opportunities - depending on your personal level of education, professional experience and educational goals.

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Sofort zur richtigen Weiterbildung

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Address:
Andreasstrasse 15
8050 Zürich
HSO Business and Computer Science School
HSO's range of training courses is deliberately wide-ranging - so we can offer you the opportunity for lifelong learning. Our training and further education courses are intelligent, cleverly thought out and networked. Wherever you start and successfully complete your training with us, we offer you the connection to your next further education goal. HSO's educational offerings range from federal certificates of proficiency, professional certificates, diplomas and postgraduate diplomas to European-recognized Bachelor's courses and globally accredited Master's courses.
Strengths: Over 60 years of experience | 10 locations | 4 starts per year | Direct application in your own practice | Personal support | Lecturers are specialists | State-of-the-art teaching methods
Region: Aargau, Basel, Bern, Ostschweiz, Zentralschweiz, Zürich
Sites: Aarau, Baar, Basel, Bern, Luzern, Rapperswil, Solothurn, Thun, Zürich Altstetten, Zürich Oerlikon
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Bildungszentrum Sihlpost, Sihlpostgasse 2
8004 Zürich
KV Business School Zurich
As the largest commercial school in Switzerland, KV Business School Zurich offers a comprehensive range of continuing education courses at all levels - in line with the motto "no degree without a connection".

"We empower people. Today for tomorrow. Your success begins with your choice of educational partner. We have been shaping commercial and business continuing education, further training in the Zurich region for over 130 years. By working closely with all sectors of the economy, we understand the requirements and developments of the labor market. We translate these into practical, up-to-date training courses."

This includes vocational training courses with national and central qualifications as well as courses that address current topics and certify the relevant skills in a practice-oriented manner. The range is supplemented by over 120 one-day seminars on current topics. Divided into twelve educational worlds, the school covers all commercial and business management topics.
Strengths: Our training programs represent a benchmark, enjoy the highest level of recognition in the working world and create added value for everyone.
Region: Zürich
Sites: Zürich
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Certifications, Memberships, Qualifications:
Cicero
eduQua
Hybrid-Unterricht
KV Bildungsgruppe Schweiz
Online-Unterricht
Address:
Jungholzstrasse 43
8050 Zürich
AKAD
(4.9) Good 166 166 Ratings (89% )
For more than 60 years, AKAD has been offering courses in secondary school and vocational baccalaureate, as well as in higher vocational education and training and continuing education. AKAD is a company of the Kalaidos Education Group.
Strengths: 60 years of experience - flexible learning despite family and career - above-average success rate - individual support
Region: Aargau, Basel, Bern, Liechtenstein, Ostschweiz, Westschweiz, Zentralschweiz, Zürich
Sites: Basel, Bern, Lausanne, Zürich
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Certifications, Memberships, Qualifications:
Bundesbeiträge
EFQM 2020
Online-Unterricht
Address:
Hirschengraben 43
6003 Luzern
eCertificate
eFachausweis is your partner for personal, competent and flexible online preparation for the professional examination.

We believe in contemporary and individualized higher vocational education and training. For us, contemporary means that we make use of current and future learning opportunities. These opportunities pave the way for personal, competent and flexible preparation for the professional examination.

Individualization is reflected in our offers and services. For example, depending on your needs and course, you can prepare for the professional examination either completely independently or in a class group. You will receive individual support from experts in the mentoring learning program. We offer you the opportunity to create your own personal examination documents for various courses.
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Strengths: Thanks to online teaching with 100% flexibility, you can obtain a federally recognized certificate.
Discount for Swisscom employees: 10% (when registering via this platform at «Course registration» )
Region: Aargau, Basel, Bern, Liechtenstein, Ostschweiz, Tessin, Virtuelles Klassenzimmer, Westschweiz, Zentralschweiz, Zürich
Sites: Online
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Firmenangebote
Bildungsberatung
Blended Learning
Bundesbeiträge
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Innovative Ausbildungsmethoden
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Address:
Feldmühlestr. 28
9400 Rorschach
WZR Rorschach-Rhine Valley
(5.2) Very good 18 18 Ratings (100% )
With over 2000 students, the Rorschach-Rheintal Continuing Education Center is one of the largest providers of adult education in Eastern Switzerland.

The experienced lecturers know from their own experience what is in demand in companies today. Accordingly, the course content is geared towards the requirements of business and the final examinations. You learn what you need in practice. At the WZR you will learn in an informal atmosphere and interact intensively with your fellow students and lecturers. This improves your social skills and, coupled with new specialist knowledge, prepares you for professional challenges.

We look forward to meeting you.
Strengths: ▪ Over 50 courses ▪ Wide range of online courses ▪ Lecturers with practical experience ▪ Personal support & pleasant learning atmosphere ▪ Top success rates compared to other Swiss universities ▪ Good accessibility
Discount for Swisscom employees: 10% (when registering via this platform at «Course registration» )
Region: Aargau, Basel, Bern, Liechtenstein, Ostschweiz, Zentralschweiz, Zürich
Sites: Rorschach, Altstätten, St. Gallen
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Online-Unterricht
Bundesbeiträge
Cambridge English
eduQua
kv edupool
Address:
Josefstrasse 53
8005 Zürich
STS Schweizerische Treuhänder Schule AG
As a school of TREUHAND|SUISSE, the industry association of fiduciaries, STS Schweizerische Treuhänder Schule AG provides you with professional and practice-oriented training and further education at various levels, from the courses for clerks to the fiduciary certificate, the TREX and the Master's degree in fiduciary and management consulting.
We also offer seminars, certificate courses and conferences in the fiduciary sector for fiduciaries and other interested parties.
The STS Schweizerische Treuhänder Schule AG: The school for your TRUSTEE|CAREER.
Region: Aargau, Basel, Bern, Ostschweiz, Westschweiz, Zentralschweiz, Zürich
Sites: Basel, Bern, Chur, Luzern, Zürich
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Address:
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Bahnhofstrasse 46
5000 Aarau
HKV Aarau
HKV Aarau is the leading educational institute for in-service commercial training in the Aarau region.
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Discount for Swisscom employees: 10% (when registering via this platform at «Course registration» )
Region: Aargau
Sites: Aarau, Rheinfelden
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Address:
Aabachstrasse 7
6300 Zug
KBZ – Kaufmännisches Bildungszentrum Zug
In addition to vocational education and training (VET), the Kaufmännisches Bildungszentrum Zug KBZ offers continuing education, further training in the areas of finance, fiduciary and real estate, management and digital transformation, marketing and sales, human resources, languages and business school. More than 100 teachers teach over 1,200 participants each year at the KBZ in courses, seminars and at the College of Higher Education for Business (HFW Zug).

To ensure that you receive a recognized qualification, we work together with established educational partners and companies in the Zug economic region. This means you can be sure that your continuing education, further training is practice-oriented and offers real added value for the job market.
Region: Zentralschweiz
Sites: Zug
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