Would you like to become a trustee in Switzerland?

Trust specialist certificate (federal certificate)

You must meet the following requirements for training with a federal certificate:

• ‍Qualification: 3 years of basic vocational training, high school diploma or equivalent‍
• Work experience: 4 years of practical experience in accounting, trust services or taxation after completing your training‍
  
• Admission: Passed and valid admission exam‍
• Criminal record: No entries in the Central Criminal Register that would impair the purpose of the examination

Certified Fiduciary Expert (TREX)

The following requirements apply for training as a certified fiduciary expert:

• ‍Qualification: Professional certificate from a professional examination, diploma from a higher professional examination or degree from a university, university of applied sciences or higher technical college or equivalent qualification‍
• Professional experience: At least 3 years of qualified professional experience (by May 31 of the examination year)‍
• Criminal record: No relevant entries in the Central Criminal Register‍
• Modules: Required module certificates or equivalent qualifications available

These skills are particularly helpful for a successful career in fiduciary services:

• Analytical skills
• Strong sense of responsibility
• Service orientation
• Solid business management knowledge
• In-depth knowledge of accounting
  

Our training model gives you the opportunity to build up your knowledge in the areas of fiduciary services, taxes, and accounting and acquire specialist expertise.

We train young professionals using a hybrid model that combines feedback on practical work with e-learning modules to develop them into competent fiduciary specialists.