Fiduciary clerk (certified)  (Region Westschweiz):
2 Provider

Fiduciary clerk training, continuing education, further training with a kv-edupool.ch diploma is aimed at people who are looking to enter the fiduciary profession and have already completed professional training. This continuing education, further training is also suitable for employees from the fiduciary sector who want 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 those working towards a federal examination.

Further information can be obtained via the contact form of the respective school - quickly, easily and without obligation.

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.

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 continuing education, further training in fiduciary services comprises four compulsory subjects that are specifically geared towards the requirements of fiduciary services. These subjects cover basic and in-depth topics in the areas of tax and law:

1. Tax and legal basics:
   The basics of the Swiss legal system, general legal principles and central areas of the Swiss Civil Code (ZGB) such as introductory articles, personal law, family law and inheritance law are taught. Initial insights into the Code of Obligations (OR) and debt collection and bankruptcy law are also included.
2. Taxes:
   This subject area covers, among other things, the income tax of natural persons, wealth tax, cantonal taxes and types and bases of taxation in accordance with the DBG and StHG. Topics such as the taxation of legal entities, profit and capital tax of corporations and withholding tax (in accordance with the VStG) are also dealt with in depth.
3. Right:
   The focus here is on specific contractual relationships in the Code of Obligations, company law and debt collection and bankruptcy law. The aim is to be able to confidently classify and apply legal relationships in fiduciary practice.
4. Linking and deepening:
   This subject combines tax and legal topics. It is about applying the knowledge acquired in practical case studies and more complex issues, in particular through the third-party comparison principle and cross-divisional analyses.

These four specialist areas provide sound preparation for typical fiduciary tasks - from tax advice and contract management to the legally compliant processing of complex client dossiers.

Each school can design the content individually and set priorities. The exact learning content can therefore vary slightly depending on the provider. To clarify individual questions, our platform offers the option of contacting the desired school directly. Send your request now using the button in the middle below.

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

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.

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.

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.

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