Practical preparation training For the examination

Federal certificate
property manager

For exam success
the Federal Certificate in Property Management.

Duration

 14 months of training: hybrid, online and face-to-face

Start

Choose between our February, May or September start dates.

Approach

High-level active trainers and personalised teaching.

Schooling

CHF 12,900. Reimbursed to 50% by the confederation*.

Context and issues

The Swiss property sector is undergoing a period of profound transformation: energy-efficient refurbishment of the building stock, sustainability requirements, the digitalisation of property management, and pressures on the rental market – the challenges are considerable, and professionals capable of managing a property portfolio with rigour and vision are in greater demand than ever. The property manager holds a strategic position, at the crossroads of the legal, technical, financial and people-related spheres. Acting as a key liaison between owners, tenants, tradespeople, authorities and caretaking staff, they ensure, on a day-to-day basis, the upkeep of the buildings, the profitability of the property portfolio and the satisfaction of all stakeholders, often whilst leading a small team.

For a long time, these skills were acquired on the job alone, but they are now officially recognised thanks to the Swiss Federal Certificate of Qualification (brevet fédéral), a qualification issued by the Swiss Confederation and governed by the Federal Law on Vocational Training (LFPr). Preparing for it means enhancing your expertise, reinforcing your professional legitimacy and opening yourself up to greater responsibilities in a rapidly changing market.

Your comments

Programme

Module 1: Law

- Civil Code (CC): law relating to individuals, family law, possession and ownership, limited rights in rem (easements, building rights, statutory mortgages), land register

- Swiss Code of Obligations (CO): formation of contracts, breach of contract, civil liability, contract of sale, property sale contract, contract for work and materials, agency contract, brokerage contract

- Performance guarantees: contractual penalty, forfeiture clause, assumption of debt, bank guarantees/insurance, surety

- Code of Civil Procedure (CPC): conciliation, ordinary, simplified and summary proceedings as applied to property matters

- Taxation: the Swiss tax system, VAT on property (taxable supplies, optional scheme, input tax deduction, own use)

Module 2: Knowledge of construction

- Technical fundamentals: industry standards (SIA, CRB, CFC, AEAI, etc.), reading plans, areas and volumes (SIA 416), types of construction, building envelope, technical installations (heating, plumbing, ventilation)

- Building physics: heat transfer, damp, thermal bridges, corrosion, damage assessment

- Sustainability: Minergie and CECB standards, thermography, energy savings

- Environmental, planning and construction law: the Environmental Protection Act (LPE), the Spatial Planning Act (LAT), building permit procedures, appeal procedures

Module 3: Personnel Management

- Team leadership (2–3 people): leadership styles, theories of motivation (Maslow, Herzberg)

- Communication: Schulz von Thun’s model, active listening, conflict management, feedback, delegation

- Self-management: SMART objectives, the ALPEN method, the Pareto principle, the Eisenhower matrix

Module 4: Property Management

- Basic principles & management mandates, insurance (property, third-party liability, loss of rent), insolvency law (legal proceedings, bankruptcy, realisation of security interests)

- Rental management: tenancy law (defects, terminations, rent disputes, rent increases in accordance with Art. 269d of the Swiss Code of Obligations), letting (marketing, tenant selection, creditworthiness), inventory of fixtures, caretaker services, service charge statements, property accounting (budget, gross/net yield)

- Owners’ associations and co-ownership: formation/dissolution, contribution shares, general meetings, renovation funds, accounts for owners’ associations

- Reporting: reports to owners, financial ratios (liquidity, coverage, yield)

- Maintenance & refurbishment: condition survey, 1–10-year maintenance plan, funding applications, supervision of works, final account

Let's discuss your training project!

Ludivine Fagot – Training Manager

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FAQ

To be eligible to sit the federal vocational examination for property managers, you must meet one of the following two conditions:

Option A

  • Hold a CFC (initial training lasting at least three years), a Maturité (any type), a business qualification recognised by the Confederation, a higher education diploma, a federal certificate or diploma, a university degree (Bachelor’s/Master’s), or training deemed equivalent
  • AND provide proof of at least 3 years’ full-time professional experience in a property-related profession, obtained after completing this qualification, at the time of the examination

Option B

  • No prior qualification: provide evidence of more than 5 years’ full-time professional experience in a property-related profession

A condition common to both options

  • At least Two years of this professional experience must have been carried out in Switzerland or the Principality of Liechtenstein

Occupations recognised as professional real estate practice:

  • Property management, purchase and sale of properties
  • Brokerage (estate agency and finance)
  • Trust / project management support / main contractor
  • Property valuation and appraisal
  • Property advice
  • Facility Management (commercial operations)

(Professional experience is assessed on a case-by-case basis by the examination board.)

Other administrative requirements

  • A criminal record extract issued within the last 6 months, containing no entries that are inconsistent with the purpose of the examination
  • A copy of an official identity document with a photograph
  • Summary of education and professional experience

Who is this course aimed at?

This course is aimed at anyone already working in the property sector who wishes to formalise and develop their property management skills:

  • Current property managers who wish to have their experience recognised by a federally recognised qualification
  • Management assistants on a contract basis, with a view to progression to a managerial role with increased responsibilities
  • Portfolio managers, team or group leaders in property management
  • Managers or sales managers in the property sector who wish to broaden their skill set
  • PPE administrators wishing to strengthen their legal, technical and accounting foundations
  • Professionals from related sectors within the property industry (brokerage, valuation, facility management, trust services) with the required professional experience and wishing to move into property management
  • Prospective candidates for the advanced vocational examination (Federal Diploma in Property Management), for whom the certificate is a key milestone in their SVIT/USPI career path

Required profile: you are currently working (or have worked) in the property sector and meet the entry requirements for the federal examination (see the ‘Prerequisites’ section): 3 years’ professional experience with a professional qualification, or 5 years without one, including 2 years in Switzerland or Liechtenstein.

The examination regulations do not specify fixed dates or venues from one year to the next; these are determined for each examination session by the Swiss Real Estate Examination Board ((CSEEI/SFPKIW). Here is what the regulations officially stipulate:

  • Session publication : the official announcement is published in the three national languages at least 3 months before the start of the exams, including dates, examination fees, address and registration deadline
  • Individual invitation : successful candidates will receive their invitation at least one month before the start of the exam, including the detailed programme (venue, date and time of each event, authorised assistive devices)
  • Language of the examination : a session in French will be organised if at least 8 candidates meet the entry requirements (German: 25 mins, Italian: 3 mins)
  • Admission decision : given in writing at least 2 months ago the start of the examination

This course can be fully customised (content, format, language). Contact us for a free quote.

The examination consists of 5 tests making a total of 1.45 pm, divided into written and oral components:

  • Law : written, 2 hours, weighting 1
  • Knowledge of construction : written, 1 hour 30 minutes, weighting 1
  • Human Resources Management : written, 1 hour 30 minutes, weighting 1
  • Property management : written, 8 hours, weighting 2
  • Property management : oral, 45 mins, weighting 2

The written papers assess professional competence through real-life scenarios. A single mark is awarded per assessment (no partial marks). The content is strictly limited to that set out in the guidelines; nothing else is included in the assessment.

The oral examination assesses social and methodological skills first, followed by professional skills, through an interview with two experts based on a practical case study that serves as the basis for the discussion.

Conditions for success :

  • Overall average ≥ 4.0
  • Only one mark below 4.0 is permitted (out of the five assessments)
  • No rating <3.0
  • Average mark for modules 4 and 5 (property management – written and oral) ≥ 4.0

If unsuccessful: the option to retake the exam in twice. The first resit covers only those papers in which the mark was less than 5.0; the second covers all the papers from the first resit.

Exemption may be granted: Candidates who have already passed (with a mark of ≥4) the modules equivalent to Module 1 (Law) and/or Module 2 (Construction) in another professional examination may apply to the examination board for an exemption.

For more information, contact us!

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