Fiduciary with federal certificate of proficiency

You want to advise clients competently - on finance, taxes and private law - and you want to master the entire range of fiduciary tasks. The fiduciary training course prepares you for the federal certificate of proficiency. The fiduciary certificate can now be completed in 2 or 3 years at the KV Business School Zurich.

For more than 30 years, the Swiss Federal Diploma in Professional Trustees has been one of the best-known professional qualifications in Switzerland. Benefit from its broad recognition and lay the foundation for your professional success.

After this advanced training, you will have the necessary skills to provide competent advice and support in the areas of taxation, finance and private law. You will be able to take on qualified functions in trusteeship and in business and economic consulting. In addition, you can usually expect a significantly higher salary after successful completion.

Target groups

You are already working in accounting or in the field of trusteeship or taxation and would like to acquire a detailed theoretical foundation in the subject area in addition to your practical work.

Job description

With the federal certificate as a fiduciary, you will be able to take on qualified functions in the entire field of trusteeship. You will be able to work independently and provide comprehensive advice to clients, particularly those in the private household and SME sectors.

The professional examination for fiduciaries requires in-depth practical work experience in addition to theoretical knowledge. The level of the examination requires the ability to think through problems and demanding tasks as well as analytical and networked thinking. This also includes the comprehensible formulation and presentation of simpler written and oral reports.